1. Savings Account Origination User Guide (US Regionalization)
  2. Savings Account Origination
  3. Account Approval Stage

2.6 Account Approval Stage

This topic describes the information on the various data segments to view the captured details and approve the application in the Account Approval stage

To approve an account opening:
  1. Scan the records that appears in the Free Task list.
  2. Click Acquire and Edit or Acquire from the Action column of the appropriate record. The Account Approval stage is displayed.
The Account Approval stage has the following data segments which user can only view:
  • Applicants – 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.
  • Mandate Details – For detailed information, refer the Mandate Details data segment in the Application Entry stage.
  • Beneficiary Details – For detailed information, refer the Beneficiary Details data segment in the Application Entry stage.
  • Stake Holder Details – For detailed information, refer the Stake Holder Details 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.
  • Interest Details: For details information, refer the Interest Details data segment in the Application Enrichment stage.
  • Charge Details: For details information, refer the Charge Details data segment in the Application Enrichment stage.
  • Initial Funding Details: For details information, refer the Initial Funding Details data segment in the Account Funding stage.

Refer below chapters for detailed information on data segment that are editable.

  • Collateral Perfection Details
    This topic provides the systematic instructions to view the collateral perfection details.
  • Approval Details
    This topic provides the systematic instructions to view and approve the application.
  • Summary
    This topic provides the systematic instructions to view the tiles for all the data segments of the Savings Account Origination Process.

Parent topic: Savings Account Origination