Raise New Request

The user can view all the service requests defined by the System/ Bank administrator on this screen. These service requests are grouped under ProductA product is created based on the bank's business requirements and has certain typical parameters that describe its attributes or characteristics. Every product is defined under Product Class and Product Group. For example, a product 'Fixed rate home loan' is defined under product group 'Home Loan' and product class 'Loans'. and Request Category so that the user can easily locate and raise a service request according to their requirement. A free search is also provided on the screen that enables the user to search for a specific service request on the basis of the service request name.

Using this screen the users can raise a new service request by inputting the data in the fields (fields chosen by the System/ Bank administrator while creating Service Request Definition).

Pre-Requisites

Transaction access is provided to the Retail User.

Features Supported In Application

The module supports the following features:

Raise New Request - Summary
Raise New Request

You are here How to reach here:

Dashboard > Service Request Widget > Raise New Request
OR
Toggle menu > Service Request > Raise New Request

Raise New Request - Summary

To raise a service request:

The initial (summary) page of the service request appears.

Field Description

Field Name	Description
Search Criteria
Search By Request Name	Enter a service request name to search for the required service request.
List of Products	All the products against which a service request can be raised are listed down on the left hand side of the screen. Click on a specific product/module to view the service requests related to that module.
List of Categories	The list of categories under a selected product are displayed on selection of a product/ module. Click on a specific category to view the service requests related to that category.

Click the specific Product from the module list on the left side of the screen to view the service request categories related to that module.
Click the Category Name to view the service requests listed under that category.
Click the Service Request link to view the details of that service request. The Service Request screen appears.
OR
In the Search By Request Name, enter the appropriate service request name. The specified service request form appears.
OR
Click Back to navigate to the previous screen.

Service Request Form

This page is displayed once the user selects a service request record from the previous summary page. This screen enables the user to initiate a service request by entering the data in the fields that are defined by the bank administrator in the Service Request Form Builder screen.

To create a service request:

Enter the required details.
Click Submit.
OR
Click Back to navigate back to the Service Request Summary screen.
The Review screen appears. Verify the details and click Confirm.
OR
Click Back to make changes if any.
The user is directed to the Service Request screen with values in editable form.
OR
Click Cancel to cancel the transaction.
The success message appears.
Click Back to Dashboard to go to the Dashboard screen.

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