2.4 Account Approval Stage
This topic provides the detailed information about the account approval stage data segments.
Users having functional access to the Account Approval stage will be able to view the record in the Free Task process.
The Account Approval stage comprises of the data segments of the previous stages. Since the data segment are in view only mode and have been completed in the previous stages, the Account Approval stages are launched with the Application Information segment.
To approve an account opening:
- Scan the records that appears in the Free Task list.
- Click Acquire and Edit or Acquire from the Action column of the appropriate record.The Account Approval stage is displayed.
- Applicant – For detailed information, refer the Customer Information data segment in the Application Entry stage.
- Account Details - For detailed information, refer the Account Details data segment in the Application Entry stage.
- Account Funding Details – For detailed information, refer the Mandate Details data segment in the Application Entry stage.
- Payout Instruction – For detailed information, refer the Nominee Details data segment in the Application Entry stage.
- Beneficiary Details – For detailed information, refer the data segment in the Application Entry stage.
- Terms and Conditions – For detailed information, refer the Terms and Conditions data segment in the Application Entry stage.
The data segments appears as configured in business process. Refer below chapters for detailed information of each data segment.
- Account Approval Details
This topic provides the systematic instruction to view the details captured for the account approval details in the account approval stage. - Summary
This topic provides the systematic instruction to view the tiles for all the data segments in the account approval stage.
Parent topic: Term Deposit Origination