2.1 Application Entry
This topic provides the detailed information about the application entery stage.
Based on the access configuration, user can view the records in Free
Task. In this stage user can capture the details that are required to open a term
deposit account. This stage is automatically submitted on below conditions:
- If the bank level configuration for allowing the full application submission is set as Yes.
- If the user captures the required details in all the data segments of the Application Entry stage as part of the Application Initiation stage on clicking the Application button in the Product Details data segment.
To acquire and edit respective stage:
- On Home screen, click Tasks.
- Under Tasks, click Free Tasks.
- Applicants
This topic provides the systematic instruction to view the details captured for the customer in the Application Initiation stage. - Account Details
This topic provides the systematic instructions to capture the account related information for the application. - Funding
This topic provides the systematic instructions to capture the funding details of Term Deposit account. - Payout Instructions
This topic provides the systematic instructions to capture the payout insturctions details for Term Deposit account. - Stake Holder Details
This topic provides the systematic instructions to capture the stake holder details related information for the application. - Nominee Details
This topic provides the systematic instructions to capture the nominee details related information for the application. - Terms and Conditions
This topic descriptions the terms and conditions that are mandatory to accept for to proceed with account opening process. - Summary
This topic provides the systematic instruction to view the tiles for all the data segments in the Application Entry Process.
Parent topic: Term Deposit Origination