This topic describes systematic instructions to view all the details of offer issue.

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

   Figure 2-60 Review - Offer Issue

   
   

   
   Description of "Figure 2-60 Review - Offer Issue"

   
   

   For more information on fields, refer to the field description table.

   Table 2-40 Review - Offer Issue – Field Description

   Data Segment	Description
   Applicants	Displays the applicant information.
   Account Details	Displays account details of the applicant.
   Account Limit Details	Displays account limit details.
   Assessment Summary	Displays the assessment summary details.
   Document Generation	Displays the number of documents in each status within the document generation.

2. Click Submit to reach the Stage Movement Submission screen, where the overrides, checklist and documents for this stage are verified.
   The Stage Movement Submission screen displays.

   Figure 2-61 Stage Movement Submission

   
   

   
   Description of "Figure 2-61 Stage Movement Submission"

   
   

   In this screen, the message appears in case there is any override. Overrides are basically warnings that are raised during the business validations. User has to accept the overrides to proceed further. Alternatively, user can go back and correct the data to ensure overrides do not arise.

3. In case of override, click Accept Overrides & Proceed to proceed 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 to Stage Movement Submission screen.
5. In the Stage Movement Submission screen, select appropriate option from the Select to Outcome field.
   • Select Proceed outcome from the drop-down list. It will logically complete the Offer Issue stage for the Overdraft Application. The Workflow Orchestrator will automatically move this application to the next processing stage, Offer Accept/Reject. The stage movement is driven by the business configuration for a given combination of Process Code, Life Cycle and Business Product Code.
   • Select the Return to Application Entry Stage to make application entry stage available in free task for edit.
   • Select the Return to Application Enrichment Stage to make enrichment stage available in free task.
   • Select the Return to Application Underwriting Stage to make underwriting stage available in free task.
   • Select the Reject Application to reject the submission of this application. The application is terminated, and an email is sent to the borrower or customer with a rejection advice.
6. Click Submit to submit offer issue stage. The confirmation screen appears with the submission status, the Application Reference Number and the Process Application Reference Number.
7. Click Close to close the window.
   OR

   Click Go to Free Task. The system successfully moves the Application Reference Number along with the sub process reference numbers [Overdraft] to the Application Offer Accept / Reject stage.

   Note:

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