3.45 Comments

The Comments data segment allows to capture overall remarks for this stage. Posting comments help the user of next stage to make better decision.

Figure 3-105 Comments

Description of "Figure 3-105 Comments"

For field level information refer the below table.

Table 3-44 Comments

Fields	Description
Post	Enter the necessary comments in the text box and click Post. Comment is posted.
Hold	To hold the Facility Review process, click Hold.
Back	To go back to the previous page, click Back.
Save & Close	To save and exit the process, click Save & Close.
Submit	To submit the task for enrichment, click Submit.
Cancel	To exit the process without saving the information, click Cancel.

1. Click Submit.
   The Policy Exception window is displayed

   Figure 3-106 Policy Exception

   
   

   
   Description of "Figure 3-106 Policy Exception"

   
   

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

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

   Figure 3-107 Checklist

   
   

   
   Description of "Figure 3-107 Checklist"

   
   

   Note:

   In the Enrichment stage, the Is KYC Required check box appears in the Checklist window. The user can enable that check box to perform KYC evaluation for the party / child party.
4. Select the Outcome as Proceed.
5. Click Submit.

   On submitting the Proposal initiation task, the system creates the Proposal Enrichment task for the facility review.