| Generic Parameters |
In this section user can capture generic parameters.
|
| Application Entry in the Initiate
stage |
Specify whether the application entry option
is applicable while initaiting the account opening
applicantion. |
| Branch Code Required for Batch
Processing |
Specify the branch code that processes the
batch. |
| Widget Parameters |
In this section user can define dashboard widget
preferences. |
| Start Day for filter |
Specify the day of the month from which the application
should be displayed in the dashboard widget. |
| Start Month for filter |
Specify the start month count of the year to get the
current financial year applications in the dashboard
widget. |
| Loan Offer nearing Expiry- bucket one in
days |
Specify number of days to highlight the loan offers that
are nearing to the expiry.
Based on this number of days the system calculates and
displays the count of applications under the loan offer
in the first bucket of the Loan Offers Near
Expiry widget on dashboard.
|
| Loan Offer nearing Expiry- bucket two in
days |
Specify number of days to highlight the loan offers that
are nearing to the expiry.
Based on this number of days the system calculates and
displays the count of applications under the loan offer
in the second bucket of the Loan Offers Near
Expiry widget on dashboard.
|
| Loan Offer nearing Expiry - bucket three in
days |
Specify number of days to highlight the loan offers that
are nearing to the expiry.
Based on this number of days the system calculates and
displays the count of applications under the loan offer
in the third bucket of the Loan Offers Near
Expiry widget on dashboard.
|
| Application nearing Expiry - bucket one in
days |
Specify number of days to highlight the applications that
are nearing to the expiry.
Based on this number of days the system calculates and
displays the count of applications in the first bucket
of the Product Application Near Expiry widget on
dashboard.
|
| Application nearing Expiry - bucket two in
days |
Specify number of days to highlight the applications that
are nearing to the expiry.
Based on this number of days the system calculates and
displays the count of applications in the second bucket
of the Product Application Near Expiry widget on
dashboard.
|
| Application nearing Expiry - bucket three in
days |
Specify number of days to highlight the applications that
are nearing to the expiry.
Based on this number of days the system calculates and
displays the count of applications in the third bucket
of the Product Application Near Expiry widget on
dashboard.
|
| My Applications - buckets one in
days |
Specify number of days to highlight the
applications that are initiated by the logged in user.
This applications are highlighted as they are nearing to
expiry within one day.
Based on this number of days the system
calculates and displays the count of applications in the
first bucket of the Product Application Near
Expiry widget on dashboard.
|
| My Applications - buckets second in
days |
Specify number of days to highlight the
applications that are initiated by the logged in user.
This applications are highlighted as they are nearing to
expiry within two day.
Based on this number of days the system
calculates and displays the count of applications in the
second bucket of the Product Application Near
Expiry widget on dashboard.
|
| My Applications - buckets three in
days |
Specify number of days to highlight the
applications that are initiated by the logged in user.
This applications are highlighted as they are nearing to
expiry within three day.
Based on this number of days the system
calculates and displays the count of applications in the
third bucket of the Product Application Near
Expiry widget on dashboard.
|
| My Applications - buckets four in
days |
Specify number of days to highlight the
applications that are initiated by the logged in user.
This applications are highlighted as they are nearing to
expiry within four day.
Based on this number of days the system
calculates and displays the count of applications in the
forth bucket of the Product Application Near
Expiry widget on dashboard.
|
| Minor Age For Nominees |
In this section user can define the age limit of minor in
years for opening and account. |
| Savings Minor Age |
Specify the age of the minor to open saving
account. |
| Term Deposit Minor Age |
Specify the age of minor to open term deposit
account. |
| Funding Parameters |
In this section user can define the funding
parameters. |
| Current and Savings Account Initial Funding by Cheque
|
Specify the preferences of initial funding for current
and saving accounts. This preferences are specific to
funding that are initiate by cheques.
The available option is Manual process.
|
| Current and Savings Account Initial Funding by
Cash |
Specify the preferences of initial funding for current
and saving accounts. This preferences are specific to
funding that are initiate by cash.
The available options are:
|
| Current and Savings Account Initial Funding by
Account |
Specify the preferences of initial funding for current
and saving accounts. This preferences are specific to
funding that are initiate by account.
The available options are:
|
| TD Account Funding by Cheque |
Specify the preferences of initial funding for term
deposit and saving accounts. This preferences are specific
to funding that are initiate by cheques. |
| TD Account Funding by Cash |
Specify the preferences of initial funding for current
and saving accounts. This preferences are specific to
funding that are initiate by cash.
The available options are:
|
| TD Account Funding by Account |
Specify the preferences of initial funding for term
deposit accounts. This preferences are specific to
funding that are initiate by account.
The available options are:
|
| TD Account Funding by GL |
Specify the preferences of initial funding
for term deposit accounts. This preferences are specific
to funding that are initiate by GL. You can select the
Host option from the list for initial
funding.
|
| Incomplete Application Expiry |
In this section user can define the expiry preferences
for incomplete applications. |
| Incomplete Application Expiry Period (in
Days) |
Specify number of days to highlight the incomplete
applications that are nearing to the expiry. |
| Lead Days for Incomplete Application Expiry Period
Alert |
Indicates the number of days prior to the application
expiry, when an alert is triggered to the banker intimating
about the application expiry. |
| Lag Days for Incomplete Application Expiry Period
Alert |
Indicates the number of days after the application is
expired, an alert is triggered to the banker intimating
about the application expiry. |
| Dedupe Parameters |
In this section user can define preferences for dedupe
parameters. |
| Application dedupe |
Select to trigger the application dedupe process. |
| Customer dedupe |
Select to trigger the customer dedupe process. |
| Address Stability |
In this section user can set preferences for resident
stability. |
| Applicable Address Types |
Select the address types for which the
address stability is applicable. |
| Applicable Stability Applicable
Products |
Select the products for which the resident stability is
validated. |
| Applicable Stability (Years) |
Specify the number of years for which the resident
stability is valid. |
| Credit and Compliance |
In this section user can set preferences for
credit and compliance. |
| Insider Credit Threshold |
In this section user can define the threshold limits for
insider credit. |
| Insider Credit Threshold CCY |
Specify the credit threshold currency for
insider. |
| Insider Credit Threshold |
Specify the credit threshold value for insider. |
| Executive Officer Credit Threshold CCY |
Specify the credit threshold currency for executive
officer. |
| Executive Officer Credit Threshold |
Specify the credit threshold value for executive
officer. |
| Annual Percentage Rate Parameters |
In this section user can define the annual percentage
rate parameters. |
| Armed Forces Maximum APR % |
Specify the maximum annual percentage rate value for
armed forces. |
| Service Members Maximum APR % |
Specify the maximum annual percentage rate value for
service members. |
| Offers |
In this section user can define offers related
preferences. |
| Downsell Offer Expiry Period (in Days) |
Specify number of days to highlight the downsell offers
that are nearing to the expiry. |
| Lead Days for Downsell Offer Expiry Alert |
Indicates the number of days prior to the downsell offer
expiry, when an alert is triggered to the banker intimating
about the offer expiry. |
| Lag Days for Downsell Offer Expiry Alert |
Indicates the number of days after the downsell offer
expiry, when an alert is triggered to the banker intimating
about the offer expiry. |
| Integration |
In this section user can define integration
preferences. |
| Host User |
Specify the host user for integration. |
| Direct Banking URL |
Specify the direct banking URL. |
| Finicity Mode |
Select the finicity mode for fund transfer.
The avaliable options are:
- Branch Visit : If this option is selected
then it is mandatory for a customer to visit
branch for fund transfer.
- Customer Email : If this option is
selected then finicity URL is sent to the
preferred Email ID of cutomer for completing the
fund transfer.
|
| Enable OCR for Document
Extraction |
Specify whether the user wants to enableOCR
for document extraction. |
| Collateral System Integration |
Specify whether the user wants to enable the
collateral system integration. |
| Enable Address Search |
In this section user can define the preferences of
enabling address search. |
| Customer Information Data
Segment |
Select to enable the address search in the Customer
Information data segment of account opening
application. |
| Collateral Data Segment |
Select to enable the address search in the Collateral
data segment of account opening application. |
| Solicitor Details |
Select to enable the address search while capturing
solicitor details. |
| Nominee / Guardian for Current and Saving |
Select to enable the address search while capturing
nominee or guardian details in the current and saving
application. |
| Nominee / Guardian for Term Deposit |
Select to enable the address search while capturing
nominee or guardian details in the term deposit
application. |
icon on the top right-hand side of the questionnaire tile and click
Unlock.