- Savings Account Origination User Guide (US Regionalization)
- Savings Account Origination
- Supervisor Application Approval Stage
- Pricing Change Approval
2.12.1 Pricing Change Approval
This topic provides the systematic instructions to view and approve the pricing change.
Pricing Change Approval is the first data segment of Supervisor Application Approval stage. The user can acquire the application from Free Tasks list.
- Click Acquire and Edit in the Free Tasks screen of the previous stage – Account Parameter Setup stage.
The Pricing Change Approval screen displays.
- Specify the fields on Pricing Change Approval screen.For more information on fields, refer to the field description table.
Table 2-39 Pricing Change Approval – Field Description
Field Description Applicant Name Displays the applicant name. Account Type Displays the account type. Account Branch Displays the account branch name. Product Code Displays the product code selected for this saving account. Product Name Displays the product name selected or this saving account. Approved Amount Displays the final approved overdraft amount. OD Tenure Displays the final OD tenure for the approved amount. Existing Values Displays the existing values. Rate Type Displays the rate type. Base Rate Displays the rate of interest for the approved overdraft amount. Margin Displays the margin. Effective Rate Displays the effective rate. Handling Charges Displays the handling charges. Revised Values Displays the revised values against the existing values. Rate Type Displays the rate type. Base Rate Displays the rate of interest for the approved overdraft amount. Margin Displays the margin. Effective Rate Displays the effective rate. Handling Charges Displays the handling charges. 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: Supervisor Application Approval Stage