This topic provides the systematic instructions to view the summary of each of the data segmentsin as many tiles as the number of data segments in the given stage.

1. Click Next in the previous data segment to proceed with the next data segment, after successfully capturing the data.

   The Summary screen displays.

   Figure 2-56 Summary

   
   

   
   Description of "Figure 2-56 Summary"

   
   

   Each of these summary tiles are clickable and the user will have the option to view all the details captured under the given data segment. For more information on fields, refer to the field description table.

   Table 2-36 Summary – Field Description

   Field	Description
   Interest Details	Displays the interest details.
   Charge Details	Displays the charge details.
   Advance against Uncollected Funds Details	Displays the Advance against Uncollected Funds details.
   Temporary Overdraft Limit Details	Displays the Temporary Overdraft Limit details.
   Account Services Preferences	Displays the account services preferences.
   Account Limit Details	Displays the account limit details.

2. Click Submit to reach the OUTCOME, where the overrides, checklist and the documents for this stage can be validated or verified. The Overrides screen is displayed .
3. Click Accept Overrides & Proceed. The Checklist screen is displayed.
4. Click Save & Proceed. The Outcome screen is displayed.
5. In the Outcome screen, select appropriate option from the Select to Outcome field.
   • Select the Proceed to proceed with the application It will logically complete the nextstage for the Saving Account Application. The Workflow Orchestrator will automatically move this application to the next processing stage. The stage movement is driven by the business configuration for a given combination of Process Code, Life Cycle and Business Product Code.
     • If there is no change in Interest or Charges details, the workflow will automatically move this application to the Offer Issue stage.
     • If there is any change in Interest or Charges details, submit of this stage, will move the application into the Supervisor Application Approval stage.
   • Select the Return to Credit Decision Stage to make credit decision stage available in free task.
   • Select the Return to Credit Assessment Stage to make credit assessment stage available in free task.
   • Select the Return to Assessment Stage to make assessment stage available in free task
   • Select the Return to Initial Funding Stage to make initial funding stage available in free task.
   • Select the Return to Overdraft Limit Details Stage to make overdraft limit details stage available in free task.
   • Select the Return to Application Enrichment Stage to make enrichment stage available in free task.
   • Select the Return to Application Entry Stage to make application entry stage available in free task.
   • Select the Return to Application Underwriting Stage to make underwriting stage available in free task.
   • Select the Reject by Bank toreject the submission of this application. The application is terminated, and an email is sent to the borrower or customer with a rejection advice.
6. Enter the remarks in Remarks.
7. Click Submit.to submit the account parameter setup stage. The confirmation screen appears with the submission status, the Application Reference Number and the Process Application Reference Number.
8. Click Close to close the window.
   OR

   Click Go to Free Task. The system successfully moves the Application Reference Number along with the sub process reference numbers [Current Account] to the Account Approval stage. This application is will be available in the FREE TASK list. The user who has the access rights will be able to acquire and proceed with the next processing stage of the application.