11.1 Steps to capture customer acceptance status

This topic provides systematic instructions about the steps to capture customer acceptance status.

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

   Figure 11-1 Free Tasks

   
   

   
   Description of "Figure 11-1 Free Tasks"

   
   
2. Acquire & Edit the required Customer Acceptance task.
   The Customer Acceptance - Customer Summary page is displayed.

   Figure 11-2 Customer Acceptance - Customer Summary

   

   Note:

   For information on actions that can be performed in the Customer Summary page, refer Credit 360 User Guide.
3. After reviewing the Customer Summary, click Next. The Summary page appears.

   For information on actions that can be performed in the Summary page, refer Proposal Enrichment - Summary.

4. Click Next in the Summary page.
   The Customer Acceptance page is displayed.

   Figure 11-3 Customer Acceptance

   

   In the Customer Acceptance page, the Proposal Draft accepted by the customer is displayed.

5. Click the Download icon to download the proposal draft.
6. Click Next.
   The Comments page is displayed.

   Figure 11-4 Comments

   
   

   
   Description of "Figure 11-4 Comments"

   
   

   For field level information on Comments screen refer the below table.

   Table 11-1 Comments

   Fields	Description
   Comments	Enter the customer acceptance status in the Comments box.
   Post	Click Post. Comments are posted below the Comments box.

7. Click Submit.
   The Policy exceptions window is displayed.

   Figure 11-5 Policy Exceptions

   
   

   
   Description of "Figure 11-5 Policy Exceptions"

   
   

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

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

   Figure 11-6 Checklist

   
   

   
   Description of "Figure 11-6 Checklist"

   
   

   For field level information on Checklist screen refer the below table.

   Table 11-2 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 next stage based on the selected Outcome.

   Note:

   For information on Write up data segment, refer Proposal Initiation Chapter.