2.5 Terms and Conditions

This topic descriptions the terms and conditions that are mandatory to accept for to proceed with account opening process.

In this data segment user can capture term and conditions consents from the applicants. The customer consents are same across products but few term and conditions defer based on the applied products. They appears in questionnaire format based on the configurations. This questionnaire is mapped at product configuration level. It is mandatory to accept all term and condition to proceed with application.

This data segment comprises of below sections:
  • Term and Conditions for all products - In this section the term and conditions which are applicable for all the products appears in the questionnaire format.
  • Term and Conditions for <Selected Product> - In this section the term and conditions which are applicable for all the selected product appears in the questionnaire format.
  • Consents and Preferences - In this section the user capture the consents and preferences of customer as E-Sign, Marketing Communications, and Privacy Information.

To capture terms and conditions:

  1. Click Next from pervious data segment to proceed with the next data segment, after successfully capturing the data.

    The Term and Conditions screen appears

    Figure 2-8 Terms and Conditions


    Description of Figure 2-8 follows
    Description of "Figure 2-8 Terms and Conditions"

  2. Click View to view the term and conditions.
  3. Select the toggle button to accept the term and conditions.
  4. Proceed by clicking Next to move to the subsequent data segment once the data has been successfully captured. The system will verify all required data segments and fields. If any essential information is missing, an error message will be shown to prompt the user to address the issue. Users must complete the mandatory data before they can advance to the next segment.

Parent topic: Individual Retirement Account Savings Origination