3.5 Summary

This topic provides systematic instructions about the procedure to view the Summary and submit the Initiation task.

The Summary data segment displays all the customer information along with the modification details. You can preview the changes made in previous screens here and make necessary action.

Figure 3-11 Initiation - Summary

1. To go back to the previous screen and modify necessary details, click Back.
2. If changes are not necessary, click Submit.
   The Policy Exception window is displayed.

   Figure 3-12 Policy Exception

   
   

   

   
   

   By default, policy exception is displayed for both the party and its child parties. You can select the required party from the drop down list at top left corner to view policy exceptions specific to that party.

3. View the policy exceptions and click the Checklist data segment.

   Figure 3-13 Checklist

   
   

   

   
   
4. Select the Outcome as Proceed and click Submit.
   The CP Extension application is moved to the Enrichment stage.