This topic provides systematic instructions about the Terms and Conditions Details data segment in the Terms and Conditions Compliance Tracking Process Initiation stage.

1. Click on the count on any of the required widget.
   The system displays Terms and Conditions of the selected category.
2. To filter the required Terms and Conditions, click the Filter icon and specify the search parameters or directly type the Terms and Conditions detail in the Type to filter text box.

Figure 12-6 Terms and Conditions Selected

3. To update the Terms and Conditions status, select the required Terms and Conditions from the list and click the edit icon.
   The Edit Terms And Conditions window is displayed.

   Figure 12-7 Edit Terms and Conditions

   
   

   
   Description of "Figure 12-7 Edit Terms and Conditions"

   
   

   For information on fields in the Edit Terms and Conditions window, refer the below table.

   Table 12-1 Edit Terms and Conditions - Field Description

   Field	Description
   Customer Linkage	Enable this flag to directly link the terms and conditions to the customer.
   T & C Type	The T&C Type is automatically populated by the system and it cannot be modified.
   Compliance Status	Select the Compliance Status for the Terms and Conditions. The options available are Met and Breached.
   Facility Id	Select the Facility Id from the drop down list. If the Customer Linkage flag is enabled, you cannot select the Facility Id and link it with the Terms and Conditions.
   Compliance Remarks	Type the Compliance Remarks. You can capture more details about the compliance status in this field.
   Condition Code	The Condition Code is the predefined code of terms and conditions maintained by the bank. You cannot change this code.
   Condition Description	Type the name of Terms and Conditions in this field.
   Terms and Conditions	Provide the full details of terms and conditions in this field.
   Save	To save the compliance status, click Save.
   Cancel	To exit the Edit Terms And Conditions window without saving the information, click Cancel.

Upon clicking Save, the compliance status of the terms and conditions is updated and displayed in the Initiation - Terms and Condition Details screen.

4. To link documents associated with the terms and conditions compliance, select the terms and conditions from the list and click the Documents (D) icon.
   The Documents window is displayed.

Figure 12-8 Documents

5. Click Add New Documents.
   The following screen is displayed.

   Figure 12-9 Upload Document

   
   

   
   Description of "Figure 12-9 Upload Document"

   
   

   Note:

   Refer Document Upload chapter for information on uploading documents.
6. To change the layout of Terms and Conditions Details screen to table view, click the Table View icon.
7. After updating the status of all the terms and conditions, click Next.
   The Initiation - Customer Summary screen is displayed.