8 Handoff - Manual Retry

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

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 follows
    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 Manual Retry - FI Summary

    Description of Figure 8-2 follows
    Description of "Figure 8-2 Manual Retry - FI Summary"
  3. View the Hand-Off Error Details.
  4. Click Next.
    The Customer Creation screen is displayed.

    Figure 8-3 Customer Creation

    Description of Figure 8-3 follows
    Description of "Figure 8-3 Customer Creation"

    Fix the errors in this page, if any.

  5. Click Next.
    The Funding Requirement screen is displayed.

    Figure 8-4 Funding Requirement

    Description of Figure 8-4 follows
    Description of "Figure 8-4 Funding Requirement"

    Fix the errors in this page, if any.

  6. Click Next. The Comments screen is displayed.
  7. Post comments, if required. Posted comment is displayed below the Comments box.
  8. Click Submit.
    The Policy exceptions screen is displayed.

    Figure 8-6 Business

    Description of Figure 8-6 follows
    Description of "Figure 8-6 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.

    Figure 8-7 Checklist

    Description of Figure 8-7 follows
    Description of "Figure 8-7 Checklist"

    For information on fields in the Checklist Details screen, refer the below table.

    Table 8-1 Checklist

    Fields Description
    Outcome Select the Outcome as PROCEED, if additional information is not required. Otherwise select the Outcome as Additional Info.
    Submit Click Submit. The proposal is moved to the Back Office System.