This topic provides the systematic instructions to view the summary of each data segment in the Manual Debit Assessment stage.

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

   The Review screen displays.

   Figure 2-23 Review - Manual Debit Assessment

   
   

   
   Description of "Figure 2-23 Review - Manual Debit Assessment"

   
   

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

   Table 2-16 Summary

   Data Segment	Description
   Bureau Information	Displays the bureau information details.
   Manual Decision	Displays the manual decision details.

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 2-24 Stage Movement Submission

   
   

   
   Description of "Figure 2-24 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 the Proceed to proceed with the application. By default this option is selected. It will logically complete the Manual Debit Assessment stage for the Savings Account application. The Workflow Orchestrator will automatically move this application to the next processing stage, Account Funding. The stage movement is driven by the business configuration for a given combination of Process Code, Life Cycle and Business Product Code.
   • Select the Reject by Bank to reject the submission of this application. The application is terminated, and an email is sent to the customer with a rejection advice.
6. Click Submit to submit the Application Documents 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 process reference numbers [Saving Account] to the Account Funding 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.
8. Click Next to navigate to the next data segment, after successfully capturing the data. The system will validate all mandatory data segments and data fields. If mandatory details are not provided, the system displays an error message for the user to take action. User will not be able to proceed to the next data segment, without capturing the mandatory data.