Applications

7.3.1 Applications

The Underwriting screen’s Applications section appears at the top of the screen opened from Underwriting master tab. The screen displays the application number and name on the header and contains information such as application purpose, product and producer.

In this section, you can perform any of the Basic Operations mentioned in Navigation chapter.

Figure 7-1 Application

Description of "Figure 7-1 Application"

A brief description of the fields is given below:

Table 7-1 Underwriting screen’s Applications

Field	View this
App #	The application number
Dt	The application date
Product	The Lease product of the application.
Channel	How the application information was received.
Priority	The priority of the application.
Company	The company of the application.
Branch	The branch of the company.
Status	The status of the application.
Origination Stage Code	The origination stage code of the application.
Billing Cycle	The billing cycle of the application. System displays the applicable billing cycle by default based on the product and the calculation method defined at Setup > Products screen. The editable nature of billing cycle is controlled by the system parameter UIX_BILL_CYCLE_ALLOWED_ IND. However, for Rent Factor type of lease calculation, only ‘Monthly’ is applicable and system displays an error on save if any other value is selected.
Purpose	The purpose of the application.
Producer	The producer type and producer of the application. The Producer drop-down list displays all the Producers maintained in lookup code PRO_TYPE_CD (PRODUCER TYPE CODES). Since the Company and Branch of the account and Producer need not be the same, you can select any Producer across all branches of the company to which the account belongs. This implies that a common Producer belonging to a company can be specified to accounts which belong to different branches but the same company.
Producer Name	The name of the producer of the application. The Producer Name is displayed as a hyperlink and clicking on the same will open Producers page with details of the producer.
Producer Contact Number	The system displays the contact number of the producer.
Region	The region of the producer.
Territory	The territory of the producer.
Existing Customer	Indicates if the customer is an existing customer.
Duplicate Application	Indicates if the application is a duplicate application.
Lease Currency	The Lease currency of the application.
Class	The class of the application.
Sales Agent	The sales agent of the application.
Contract Type	The type of application. Manual indicates OFSLL generated application, where as eContract/Dealer indicates that application is generated from external system.
Joint	If selected, indicates this is a joint application.
Cosigned	If selected, indicates this is a co-signed application.
Contact	The contact of the application.
Lead #	The lead number will appear in the list only if a lead is already created using the Sales Lead link.
CRB Pull	Check this box to pull an initial credit bureau report, after the application passes the pre screen edits. Uncheck the box, if you want to enter an application without pulling a credit report. To use a previously pulled credit bureau report, uncheck this box and specify the Bureau and Bureau Reorder # fields on the Primary Applicant screen.
Copy Bureau Request	This option is enabled only if CRB Pull check box is selected and facilitates to copy and re-use the existing customer bureau details maintained in the system to new applicant. System supports copying of bureau details of both individual customer as well as business entity and for primary and secondary applicants. Select one of the following option from the drop-down list: NONE - If selected, system does not copy existing customer bureau details and has to be manually handled during decision stage. COPY LATEST - If selected, system copies the existing customer bureau details if the same is available within the time frame configured in system parameter. DAYS_TO_PULL_CRB_REPORT. However, if no bureau details are available within configured time frame of system parameter, system automatically triggers for new bureau pull.
Override Ok	Check this box to ignore the overrides. If the application has been marked as Override OK then the system would allow you to change the application status even when override condition exists.
Warning Ok	Check this box to ignore the warnings. If the application has been marked as Warning OK then the system would allow you to change the application status even when warning exists.
Proxy for Underwriter	If you are acting as a proxy for an Underwriter, then you can select the Underwriter’s name from the adjoining options list. The list displays all the associated Underwriters, Underwriting Supervisors, and Underwriting Managers. However, this is not mandatory and can be used while auctioning an application on behalf of another underwriter.
Sales Order Number	If you have a Sales Order Number which is to be associated to the application, specify the same. You can enter a unique alpha-numeric number up to 80 characters. Note: You can also enter Null or even blank value. On funding, this Sales Order Number is associated to the account and in-turn helps to group all those accounts with the same sales order number. For more information, refer to this field in Servicing module.

Perform any of the Basic Actions mentioned in Navigation chapter.

Parent topic: Loading an Application on the Underwriting screen