7 Customer Acceptance

This topic provides systematic instructions about the Customer Acceptance of the FI Credit Proposal Initiation.

The user can capture the status of customer acceptance in this stage. Upon acceptance of the draft proposal, the limit details are automatically handed off to the back office system (OBELCM).

To capture the customer acceptance status, perform the following steps:

  1. From Home screen, click Tasks. Under Tasks, click Free Tasks.
    The Free Task screen is displayed.

    Figure 7-1 Free Task

    Description of Figure 7-1 follows
    Description of "Figure 7-1 Free Task"
  2. Click Acquire & Edit the required customer acceptance task.
    The Customer Acceptance - FI Summary screen is displayed.

    Figure 7-2 FI Summary

    Description of Figure 7-2 follows
    Description of "Figure 7-2 FI Summary"

    Note:

    For information on actions that can be performed in the FI Summary page, refer Credit 360 User Manual.
  3. After performing necessary actions in the FI Summary page, click Next.
    The Customer Acceptance screen is displayed.

    Figure 7-3 Customer Acceptance

    Description of Figure 7-3 follows
    Description of "Figure 7-3 Customer Acceptance"

    In the Customer Acceptance page, the Proposal Draft sent to the customer is displayed.

  4. To view the proposal draft, click the View icon.
  5. To download the proposal draft, click the download icon.
  6. Click Next.
    The Comments screen is displayed.

    Figure 7-4 Comments

    Description of Figure 7-4 follows
    Description of "Figure 7-4 Comments"
  7. Post comments, if required. Posted comment is displayed below the Comments box.
  8. Click Submit.
    The Policy exceptions screen is displayed.

    Figure 7-5 Business


    Description of Figure 7-5 follows
    Description of "Figure 7-5 Business"

    By default, policy exceptions are displayed for both the party and its child party.

  9. To view the policy exception detail specific to party or child party, select the party from the drop down list at top left corner.
  10. Click the Checklist data segment.
  11. Select the Outcome as PROCEED, if the customer has accepted the proposal. Otherwise select the Outcome as Additional Info.
  12. Click Submit.

    If the Outcome is selected as Proceed, the limit details are handed off to the back office system on clicking Submit.

    If the Outcome is selected as Additional Info, the application is moved to the Review and Recommendation stage on clicking Submit.