- Savings Account Origination User Guide (US Regionalization)
- Savings Account Origination
- Account Approval Stage
- Approval Details
2.16.2 Approval Details
This topic provides the systematic instructions to view and approve the application.
- Click Next in previosu data segment to proceed with the
next data segment, after successfully capturing the data.The Approval Details screen displays.
- Specify the details in the relevant data fields.
Note:
The fields, which mentioned as Required, are mandatory.For more information on fields, refer to the field description table.Table 2-49 Approval Details - Field Description
Field Description Applicant Name Displays the applicant name. Account Type Displays the account type. Account Branch Displays the account branch. Product Code Displays the product code. Product Name Displays the product name. Account Currency Displays the account currency. Host Product Code Displays the host product code mapped to the business product. Host Product Description Displays the host product description mapped to the business product. Application Details Displays the applicant details. OD Amount Displays the final approved overdraft amount. OD Tenure Displays the final tenure for the approved overdraft amount. Limit Type Displays the limit type. Rate Type Displays the rate type for the approved overdraft amount. Margin Displays the margin percentage. Effective Rate Displays the effective rate for the approved overdraft amount. User Recommendation Select the user recommendation. Available options are:- Approved
- Rejected
User Action Displays the user action based on user recommendation. - Click Next to navigate to the next data segment, after successfully capturing the data. The system will validate all mandatory data segments and data fields. If mandatory details are not provided, the system displays an error message for the user to take action. User will not be able to proceed to the next data segment, without capturing the mandatory data.
Parent topic: Account Approval Stage