1.1.1 New Application

This topic provides the systematic instructions to view the various product types for which the account origination is supported.

The New Application screen displays the various product types for which account origination is supported. The screen lists all the product types that are configured under the logged in user. They are segregated based on the following customer types:

• Individual
• Small and Medium Business

The product types appears in the tile format which comprises of following details:

• Product Name
• Product Image
• Short describtion of product

The Frequently Accessed Products section appears with the list of product that are frequently selected by the logged in user for an account opening. This selection gives an quick initiation of an application.

To select the product type to initiate an account opening application:

1. On Home screen, click Retail Origination. Under Retail Origination, click New Application.
   The New Application screen displays with the products.

   Figure 1-1 New Application

   
   

   
   Description of "Figure 1-1 New Application"

   
   
2. Click the appropriate customer type tab. The list of configured product types appears.
3. Select the product type tile to proceed. The list of configured products appear for selection.

   Note:

   The user can also select the product that appears in the Frequently Accessed Product section.
4. From the product tile, select the checkbox of the appropriate product to add multiple product in the cart.
   OR
   Click Apply to initiation account opening application of the product.