This topic provides the detailed on the actions that can be performed in all stages.

This section appears are the top of the right pane and is applicable for all the account opening stage. You can add, edit, view or delete the information from the respective section.

Below are the list of global actions:

• Application Info
  In this section you can view the application number along with its product name.
• Customer 360
  In this section you can view the list of customers involved in the application.
• Application Details
  In this section you can view the detailed information of an application, such as basic details, application status, applicant details that are involved, clarification details and advices details.
• Remarks
  In this section you can view or the post the remarks.
• Documents
  In this section you can upload the document and also view the already uploaded documents.
• Advices
  You can view the advices that are shared with customer. Advices are generated post Application Entry stage is submitted.
• Condition and Convenants
  You capture conditions and convenants details for the loan applications.
• Solicitor Details
  You can add the solicitor details using this section.
• Clarification Details
  In this section you can request for clarifications.