4 Review

This topic provides systematic instructions about the Review of the Economic Dependency Analysis.

In this stage, the Reviewer can review the customer’s economic dependency details and post the review comments.

  1. From Home screen, click Tasks. Under Tasks, click Free Tasks.
  2. Edit the required Review task.
    The Review - Customer Summary screen is displayed.

    Figure 4-1 Customer Summary


    Description of Figure 4-1 follows
    Description of "Figure 4-1 Customer Summary"

  3. View the customer summary and click Next.
    The Review Screen is displayed.

    Figure 4-2 Review


    Description of Figure 4-2 follows
    Description of "Figure 4-2 Review"

  4. Click the search icon in all the tiles and view the dependency details of all the dimensions.
  5. Upon clicking the search icon, the details page appears. For example, if the user clicks the search icon in the Debtors tile.
    The Debtor details screen is displays.

    Figure 4-3 Debtor details

    Description of Figure 4-3 follows
    Description of "Figure 4-3 Debtor details"
  6. Click the hamburger icon in the required item and View the details.
  7. After viewing dependency details of all the dimensions, click Next in the Review page.
    The comments screen is displayed.

    Figure 4-4 Comments

    Description of Figure 4-4 follows
    Description of "Figure 4-4 Comments"

    For information on fields in the Review - Comments screen, refer the below table.

    Table 4-1 Review - Comments

    Fields Description
    Post Post the overall Comments for the Review stage.
    Hold To hold the Review process, click Hold.
    Back To go back to the previous page, click Back.
    Save & Close To save and exit the page, click Save & Close.
    Submit To submit the task, click Submit.
    Cancel To cancel the review task, click Cancel.
  8. Upon clicking the Submit button, The Checklist window is displayed.
  9. Select the Outcome as Proceed and click Submit. The task is moved to the Recommendation stage.