1.2 Application Tracker - List of applications

This topic describes the list of applications displayed on the Application Tracker screen.

The tabs Personal for Retail and Business for SMB are added to enable the user to choose between viewing retail applications and SMB applications. These tabs will only be displayed in case the user has used the same mobile number to apply for both retail and business type of products.

Your applications will be displayed as cards on this page and will be categorized as follows:

• Your Submitted Applications: This section will list down all the product applications that you have submitted to the bank. Only those applications that are currently being processed by the bank will be listed under this section.
• Your Saved Applications: While filling out an application form, if you opt to save the application instead of submitting it, the application is saved in the application tracker as an ‘In Draft application’. All these applications will be listed under the Your Saved Applications section and you can retrieve and complete any of these applications.
• Your Processed Applications: This section will list down all the applications that have been processed successfully (account opened or loan sanctioned) or that have been rejected by the bank. This section will also list all the applications that have been cancelled by the applicant.

Additionally, you will also be able to initiate new product applications by clicking the Start a new application button provided on this page. On clicking on this button, you will be navigated to the Product Showcase which will list down all the retail and business product categories under tabs Personal and Business respectively that are supported for online applications.

Note:

1. Each section on this page will be displayed only if there are applications that fall under the specific categories. E.g. if you do not have any existing applications in draft, the Your Saved Applications section will not be displayed.
2. Applications under any of the three categories will no longer be displayed after a certain time depending on the purging rule defined.

Figure 1-3 Application Tracker- List of applications

Description of "Figure 1-3 Application Tracker- List of applications"

Note:

The fields which are marked as Required are mandatory.

For more information on fields, refer to the field description table.

Table 1-3 Application Tracker- List of applications - Field Description

Field Name	Description
Applicant Name	In case you have applied solely for retail applications, your name as you had entered in the application/s will be displayed. In case you are tracking the status or viewing saved applications of a business customer, the business legal name will be displayed here.
Your Submitted Applications All the applications that has been submitted by you to the bank will be listed as cards under this section. The number of applications that currently fall under this category will be listed against the section header.
Application Card Each application card under this section will display the following information. On clicking on a submitted application card, the summary page of that specific application appears.
Product Name	The name of the product for which the application has been made.
Application Reference Number	The application reference number as generated by the bank at the time of application submission.
Current Status	The current status of the application. The status of the application while under the Submitted Applications section, can be any one of the following. Submitted In-Progress Offer Generated Offer Negotiation Offer Accepted The status of bundled applications will not be displayed upfront on the cards. You can view the status of the individual product applications within the bundle, by clicking on the bundled application card.
Number of Products	The number of products that have been applied for within a bundled application will be listed on the card. This field appears only on bundled application cards.
Submitted On	The date on which the application was submitted.
Last Updated On	The date on which the application was last updated.
Your Saved Applications All your applications that are incomplete and in draft status will be listed as cards under this section. The number of applications that currently fall under this category will be listed against the section header.
Application Card Each application card under this section will display the following information
Product Name	The name of the product application that has been saved.
Application Reference Number	The application reference number as generated by the bank at the time it was saved.
Status	The current status of the application. All applications under this category will fall under the following status: In Draft
Number of Products	The number of products within each bundled application will be listed on bundled applications cards. This field appears only on bundled application cards.
Saved On	The date on which the application was last saved.
Expiring On	The date on which the application will expire and will no longer be available for retrieval to complete.
Your Processed Applications All the applications initiated by you that have been completely processed by the bank (either successfully or have been rejected) will be listed as cards under this section. Additionally, this section will also display those applications as cards that have been cancelled by you. The number of applications that currently fall under this category will be listed against the section header.
Application Card Each application card under this section will display the following information
Product Name	The name of the product for which the application has been made.
Application Reference Number	The application reference number as generated by the bank at the time of application submission.
Status	The current status of the application. It can be: Completed – This status will be displayed if the application has been successfully processed to completion. Account Rejected – This status will be displayed if the application has been rejected by the bank. Customer Rejected – This status will be displayed if the application has been cancelled by you, as an applicant.
Submitted On	The date on which the application was submitted.
Last Updated On	The date on which the application was last updated.
Applicant Name	In case you have applied solely for retail applications, your name as you had entered in the application/s will be displayed. In case you are tracking the status or viewing saved applications of a business customer, the business legal name will be displayed here.

1. Perform one of the following actions:
   • Click on a card under the Your Submitted Applications section.

     The Application Tracker Summary page listing down the details specific to the application card selected will appear.

   • Click on a card under the Your Saved Applications section.

     The respective application form will be opened for you to complete and submit.

   • Click on a card under the Your Processed Applications section.

     The Application Tracker Summary page listing down the details specific to the application card selected will appear.

   • Click Start a new applicationto navigate to the Product Showcase page.
   • Under the kebab menu:
     • Click the Start a new application option to navigate to the Product Offering page.