2.6 Summary

This topic provides the systematic instruction to view the tiles for all the data segments in the Application Entry Process.

The Summary displays the tiles for all the data segments in the Application Entry stage. The tiles display the important details captured in the specified data segment.

To view the summary of all data segment

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

    For more information on summary tiles, refer to the field description table below.

    Table 2-8 Summary - Application Entry – Field Description

    Data Segment Description
    Applicants Displays the applicants details
    Account Details Displays the account details.
    Beneficiary Details

    Displays the Beneficiary details

    Interest and Charges Details Displays the interest and charges details.
    Term and Conditions Displays the term and conditions.
  2. Click Submit to reach the OUTCOME, where the overrides, checklist and documents for this stage are verified. The Overrides screen is displayed.
  3. In the Override screen, the message appears in case there is any override. Overrides serve as alerts triggered during business validation processes. To continue, the user must accept these overrides. Alternatively, the user has the option to return and amend the data to prevent the occurrence of overrides. If an override is present, click on Accept Overrides & Proceed to move forward.
    OR

    Click Proceed. The Checklist screen appears.

  4. In the Checklist screen the system displays the error message if document checklist is not verified. Click Proceed Next to proceed.
    The Outcome screen appears.
  5. Click Submit to submit the Application Entry stage.
    The confirmation screen appears with the submission status, the Application Reference Number and the Process Application Reference Number.
  6. Click Close to close the window.
    OR
    Click Go to Free Task. The system successfully moves the Application Reference Number along with the process reference numbers [Saving Account] to the Application Enrichment stage.

    Note:

    This application will be available in the FREE TASKS list. The user who has the access rights will be able to acquire and proceed with the next processing stage of the application.