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.

1. Click Application Details to view the application detials .

   The Application Details screen is displayed.

   Figure 2-71 Application Details

   
   

   
   Description of "Figure 2-71 Application Details"

   
   

   The Application Detailsscreen displays separate cards for various products initiated as part of the single application. For more information on fields, refer to the field description table below.

   Note:

   The fields marked as Required are mandatory.

   Table 2-53 Application Details – Field Description

   Field	Description
   Application Number	Displays the application number.
   Application Date	Displays the date and time on which the application was initiated.
   Source By	Displays the name of the user who has sourced the application.
   Channel	Displays the channel name.
   Priority	Displays the priority of the application. High Medium Low
   <Product Name>	Displays the product name. In case on multiple product, different tabs appears with the respective product name. You can click the product names to view the respective application details.
   Stage Details	In this section, all account opening stages appears with the status name and it's chronological order of the stage in the process. You can click the number to perform below actions on the appeared stages: Acquire & Edit Task : Click this button to acquire and edit the selected stage. Acquire TaskClick this button to acquire the selected stage. You can edit it later. View Stage Details: Click this button to view the stage details.
   User ID Assigned	Displays the User ID of the user currently working on the product process. Note: This field appears blank, in case the product process task is not acquired by any user.
   Stage Start Date	Displays the start date of the current stage. It also display time in hours, mins and seconds.
   Time spent	Displays the days, hours and mins spent on the current selected stage.
   <Application Tile>	In this tile you can view the application specific details. Below field appears in this tile with respective details: <Status of the Application> : Displays the current stage of the application Expected Account Opening Date : Displays the date on which the account is opened. This field appears once the account opening process is completed. Account Number: Displays the account number. This field appears once the account opening process is completed. Expected Account Opening Date: Displays the date on which the account will be opened. <Amount>: Displays the value based on the product. For example: For the loan account opening application, the label of this field appears as Loan Amount. For the saving, term deposit and current account optning application. the lable of this field appears as Initial Funding Amount. Total Time Spent: Displays the total time spent on the application from the first to last stage.
   <Applicant Details Tile>	In this tile you can view the applicant details. Seperate tiles appears for all the applicants that are involved in the application. Below field appears with the respective applicant details: Role of the Applicant Applicant Image Applicant Name Title Customer 360 : Click this link to view the 360 degress view of the customer information. The Customer 360 screen appears with the details. Based on the customer type, refer the Retail 360 User Guide and Corporate 360 User Guide from the party section. Date of Birth Mobile Number Email ID CIF Number
   View Clarification Details	In this section you can view the clarification history. Below fields appear with the details: ID Subject Raised By Date Status Status updated on On the click of the respective record the user can view the clarifiation content.
   Advices	In this section you view the advices generated in the process of account opening. Below fields appear with the details: Advice Name Event: Displays the stage name on which the advice is generated. Recipients Mode of Delivery Delivery Details Status Details Actions: You can View or Download the advices.
   Related Task	In this section you can view the stages involved in process of application. The below fields are appear with details: Product Processor: Displays the product which integrated with OBPY. Process Name Process Reference Number Stage Status

2. Click to close window.