7 Account Funding Stage

This topic describes the process of initial funding of an account. In this stage user can provide initial funding details before opening an account.

In this stage user can provide initial funding details before opening an account.

This stage appears only if the Fund Post Account Opening toggle is not selected in the Business Product Preference data segment of the Business Product Configuration screen.

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 data segments appears as configured in business process. Refer below chapters for detailed information of each data segment.

  • Account Funding Details
    This topic provides the systematic instructions to add the funding details post opening account is complete.
  • Summary
    This topic provides the systematic instructions to view the tiles for all the data segments in the Account Funding stage.
  • Global Actions
    This topic provides the detailed on the actions that can be performed in all stages.