1. Term Deposit Origination User Guide (US Regionalization)
  2. Term Deposit Origination
  3. Account Funding Stage

Account Funding Stage

This topic provides the detailed information about the account funding stage data segments.

Users having functional access to the Account Funding Stage will be able to view the record in the Free Task process.

To add funding details:

  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 Funding stage is displayed.
The Account Funding stage has the following data segments in which the user can only view the data:
  • Account Details: - For detailed information, refer the Account Details 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.

  • Funding
    This topic provides the systematic instruction to view the details captured for the Funding in the Account Funding stage.
  • Summary
    This topic provides the systematic instruction to view the tiles for all the data segments in the account funding stage.

Parent topic: Term Deposit Origination