1. Current Account Origination User Guide (US Regionalization)
  2. Initiating Current Account Opening Process
  3. Manual Debit Assessment
  4. Summary

2.4.3 Summary

This topic describes summary of all the data segment.

The Summary displays the tiles for all the data segments in the Manual Debit Assessment stage. The tiles display the important details captured in the specified data segment.

To view the summary and submit the task:

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

    The Summary screen is displayed

    Figure 2-22 Summary


    Description of Figure 2-22 follows
    Description of "Figure 2-22 Summary"

  2. 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 summary tiles, refer to the field description table below.

    Table 2-17 Summary

    Data Segment Description
    Bureau Information

    Displays the bureau information details.
    Manual Decision Displays the manual decision details.
  3. Click Next to navigate to the next data segment, after successfully capturing the data. The system will validate all mandatory data segments and data fields. If mandatory details are not provided, the system displays an error message for the user to take action. User will not be able to proceed to the next data segment, without capturing the mandatory data.

Parent topic: Manual Debit Assessment