2.1 Application Entry
This topic describes the information on the various data segments to capture the required data in the Application Entry stage.
The Process Orchestrator modifies the record within the Free Task process during the Application Entry stage, which is also known as the Task from the orchestrator's viewpoint. Users have the option to Acquire and Edit the task from the Action column or simply Acquire it from the header, depending on their needs.
The Application Entry stage will be submitted automatically if the Bank's configuration permits full Application submission and the user has completed all data segments of the Application Entry stage during the Application Initiation stage by selecting the Application button found in the Product Details data segment.
Upon the successful completion of the Application Entry stage, a request for the initial funding transaction is forwarded to the Teller Module, provided that the Cash option is chosen for funding. The status of the Teller Transaction is subsequently verified within the Initial Funding Details section of the Account Funding stage.
The Application Entry stage has the following reference data segments:
- Applicant
This topic provides the systematic instructions to capture the customer-related information for the application.
Parent topic: Individual Retirement Account Savings Origination