8 Handoff - Manual Retry

This topic provides systematic instructions about the Handoff - Manual Retry of the FI Credit Proposal Initiation.

The system creates a manual retry task, if the automatic handoff fails due to errors in the application. You can view the error details displayed in the Summary page, make necessary changes, and then manually retry the handoff task.

To manually Handoff the proposal to the Back Office System, perform the following steps:

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

   Figure 8-1 Free Task

   
   Description of "Figure 8-1 Free Task"
2. Click Acquire & Edit the required Manual Retry task.
   The Manual Retry - FI Summary screen is displayed.

   Figure 8-2 FI Summary

   
   Description of "Figure 8-2 FI Summary"
3. View the Hand-Off Error Details.
4. Click Next. The Customer Creation screen is displayed.
5. Fix the errors in this page, if any.
6. Click Next.
   The Funding Requirement screen is displayed.

   Figure 8-3 Funding Requirement

   
   Description of "Figure 8-3 Funding Requirement"
7. Fix the errors in this page, if any.
8. Click Next.
   The Comments screen is displayed.

   Figure 8-4 Comments

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

    Figure 8-5 Business

    
    

    
    Description of "Figure 8-5 Business"

    
    

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

11. To view the policy exception detail specific to party or child party, select the party from the drop down list at top left corner.
12. Click the Checklist data segment.

    Figure 8-6 Checklist

    
    Description of "Figure 8-6 Checklist"
13. Select the Outcome as PROCEED, if additional information is not required. Otherwise select the Outcome as Additional Info.
14. Click Submit. The proposal is moved to the Back Office System.