3.6 Initiation - Summary

This topci provides systematic instructions about the Initiation - Summary data segment in Appetite Management Initiation stage.

This data segment allows you to preview the details added in previous data segments.

Figure 3-31 Initiation - Summary

1. To view the sector and industry information, click the industry icon in customer information section.
   The Industry Details window is displayed.

   Figure 3-32 Industry Details

   
2. Click Close to exit the Industry Details window.
3. To view the overview of the organization, click the entity overview icon in Customer Information section.
   The Entity Overview window is displayed.

   Figure 3-33 Entity Overview

   
4. To change the layout of the entity overview, click the configuration icon at the top right corner.
   The Layout window is displayed.

   Figure 3-34 Entity Layout

   
5. Select the required layout. Entity Overview is changed to the selected layout as shown below.

   Figure 3-35 Entity Overview

   

   For information on fields in the Entity Overview screen, refer the below tables.

   Table 3-30 Entity Overview

   Fields	Description
   Close	To exit the Entity Overview window, click Close.
   Pricing, Entities, Facilities and Collaterals	To expand Pricing, Entities, Facilities and Collaterals sections, click the number in respective count tables or click the triangle in each section.
   Hold	To hold the Amendment Initiation task, click Hold.
   Back	To go back to the previous page, click Back.
   Save & Close	To save the captured information and exit the page, click Save & Close.
   Submit	To submit the Appetite Management application to the Enrichment stage, click Submit.
   Cancel	To exit the page without saving the captured information, click Cancel.

   Upon clicking Submit, the Policy Exceptions / Business window appears based on configuration:

   Figure 3-36 Policy Exceptions

   

   By default, policy exceptions are displayed for both the party and child parties. To view the policy exceptions for particular party / child party, select the required party / child party from the drop down list at top left corner.

6. After viewing policy exceptions or overrides, click the Checklist data segment.

   Figure 3-37 Checklist

   

   In the above screen, the checklist for manual verification appears if it is maintained for this stage in Business Process Maintenance screen.

7. Manually verify all the checklist and enable the corresponding check box.
8. Select the Outcome as Proceed and click Submit. The Appetite Management application is moved to the Enrichment stage.