- Savings Account Origination User Guide (US Regionalization)
- Savings Account Origination
- Application Enrichment Stage
- Summary
2.5.4 Summary
This topic provides the systematic instructions to view the tiles for all the data segments in the Application Enrichment stage.
The Summary displays the tiles for all the data segments in the Application Enrichment stage. The tiles display the important details captured in the specified data segment.
To view the summary of all data segment:
- Click Next in the previous data segment to
proceed with the next data segment, after
successfully capturing the data..The Summary screen displays.
Each of these summary tiles are clickable and the user will have the option to view all the details captured under the given data segment.
For more information on fields, refer to the field description table.Table 2-23 Summary – Field Description
Data Segment Description Interest and Charges Displays the interest and charges details. Account Service Preferences Displays the account service preferences. - Click Submit to reach the OUTCOME, where the overrides, checklist and documents for this stage are verified. The Overrides screen is displayed.
- In the Override screen, the message
appears in case there is any override. Overrides
are basically warnings that are raised during the
business validations. User has to accept the
overrides to proceed further. Alternatively, user
can go back and correct the data to ensure
overrides do not arise. In case of override, click
Accept Overrides& Proceed to
proceed.ORClick Proceed. The Checklist screen appears
- In the Checklist screen the system displays the error message if document checklist is not verified. Click Proceed Next to proceed. The Outcome screen appears.
- In the Outcome screen, select
appropriate option from the Select to
Proceed field.
- Select the Proceed to proceed with the application. By default this option is selected. It will logically complete the Application Entry stage for the saving application. The Workflow Orchestrator will automatically move this application to the next processing stage, SavingApplication Enrichment. The stage movement is driven by the business configuration for a given combination of Process Code, Life Cycle and Business Product Code.
- Select the Reject by Bank to reject the submission of this application. The application is terminated, and an email is sent to the borrower or customer with a rejection advice.
- Click Submit to submit the Application Entry stage. The confirmation screen appears with the submission status, the Application Reference Number and the Process Application Reference Number.
- Click Close to close the window.OR
Click Go to Free Task. The system successfully moves the Application Reference Number along with the process reference numbers [Saving Account] to the Application Enrichment stage. This application will be available in the FREE TASKS list. The user who has the access rights will be able to acquire and proceed with the next processing stage of the application.
Application De-Dupe:
Based on the configuration available at the Bank level / Properties Table, the Dedupe service call can be enabled or disabled for the product Origination.
If application dedupe service is enabled, System will check that any application is in progress for same product and customer combination. On Submit, if any duplicate application exists, override will show a message with other in progress application numbers. User can select the override check box and proceed or take appropriate action.
Note:
- If an application is returned to the Application Entry-stage from any other subsequent stages, Oracle Banking Origination will not allow amending details in the Customer Information and Financial Details data segment, once a customer onboarding process has been triggered in the Application Entry Stage and CIF creation is still in progress.
- In case the party amendment request is rejected by Oracle Banking Party, the specified error message is shown to the user while submitting the Application Entry stage. The user has an option to go back and resolve the error or proceed with the stage submission by disregarding the amendment request.
- Unique process reference numbers will be generated and made available in the Free Task grid for the respective Customer Onboarding, Collateral Onboarding requests, which need to picked up by the concerned users in the Oracle Banking Party / Oracle Banking Credit Facilities Process Management modules.
Parent topic: Application Enrichment Stage