1.3.1.1 Initial Funding Details

This section is applicable only for the U.S. region for insta savings or checking account applications for which initial funding is enabled. If account funding was initiated, the current funding status along with account information will be displayed. If the applicant had selected the Fund Later option when the initial funding option was presented on the application submission confirmation page, then the option to fund the account will be displayed here.

Figure 1-7 Initial Funding Details

Description of "Figure 1-7 Initial Funding Details"

Figure 1-8 Initial Funding Details – When Fund Later was selected

Description of "Figure 1-8 Initial Funding Details – When Fund Later was selected"

Table 1-7 Initial Funding Details - Field Description

Field Name	Description
Funding Status	Displays the current status of the initial account funding. The possible statuses are: Pending Initiation - This status will be displayed if the applicant had selected the Fund Later option when Initial Funding was presented on the application submission confirmation page. The following four statuses are applicable only if account funding was done using the Fund using Finicity option. Initiated - This status will be displayed if account information has been successfully fetched from Finicity. In-Progress - This status will be displayed once the account information from Finicity is submitted to the payment interface. Completed - This status will be displayed once the payment interface has initiated external account transfer via US NACHA. Failure - This status will be displayed if account information could not be fetched from Finicity successfully. The following four statuses are applicable only if account funding was done through Own Internal Transfer. Transfer Successful - This status will be displayed if the account funding was a success. Transfer Failed - This status will be displayed if account funding failed due to any reason.
Reference Number	The transaction reference number will be displayed.
Account Number	The account number that was used to fund the account will be displayed in standard account masking format.
Amount	The amount that was funded will be displayed.
Funding Mode	The mode of funding selected by the applicant will be displayed. The funding modes can be: External Account using Finicity - This value will be displayed in case the account was funded via the Finicity Route. Own Internal Transfer - This value will be displayed if the existing customer selected an own CASA account to fund the account.
Account Holder	The name of the account holder of the account that was used to fund the account will be displayed. This field is applicable only in case of funding mode External Account using Finicity.
Account Type	The type of account that was used to fund the account will be displayed. The values can be: Savings Checking
Bank Name	The name of the bank in which the account used to fund the account, is held, will be displayed. This field is applicable only in case of funding mode External Account using Finicity.
Routing Number	The routing number of the bank in which the account that was used to fund the account will be displayed. This field is applicable only in case of funding mode External Account using Finicity.
Date of Transfer	The date on which the amount was transferred to the new account, will be displayed. This field is applicable only in case of funding mode Own Internal Transfer.

1. Perform one of the following actions.
   1. Click on the Fund Account button to invoke the account funding options.
   For information on the account funding options provided please refer the Fund Your Account (Post Account Opening) section of the Retail Originations Savings Accounts – US LZN or Retail Originations Checking Accounts - US LZN user manuals.

   This option will be provided only if the applicant had selected the Fund Later option when Initial Funding was presented on the application submission confirmation page.