2.17.3 Application Information

You can view the application information in this section.

  1. Click Application Info to view the application information.

    The Application Information screen is displayed.

    Figure 2-63 Application Information



    The Application Information screen displays separate cards for various products initiated as part of the application. For more information on fields, refer to the field description table below.

    Table 2-50 Application Information – Field Description

    Field Description
    Application Number Displays the application number.
    Application Date Displays the application date.
    Source By Displays the name of the user who has sourced the application.
    Channel Displays the channel name.
    Priority

    Displays the priority of the application.

    • High
    • Medium
    • Low
    <Product Name> Displays the product name.
    <Account Opening Stages> Displays the account opening stages in the train stop format along with the status of the respective stage.
    User ID Assigned

    Displays the User ID of the user currently working on the product process.

    NOTE: This is blank, in case the product process task is not acquired by any user.

    Time spent Displays the days spent in the current phase/stage.
    Stage Start Date Displays the start date of the current stage. It also display time in hours, mins and seconds.
    View Click the View button to view the data segment of the respective stage. The overview of the data segments appears in tile. Click on the tile to view futher details of that data segment.
    <Status of the Application> Display the status of the application.
    Account Opening Date Displays the date on which the account is opened.

    This field appears once the account opening process is completed.

    Account Number Displays the account number.

    This field appears once the account opening process is completed.

    <Relavant Amount> Displays the value based on the product.

    For example,

    • For the loan account opening application, the label of this field appears as Loan Amount.
    • For the saving account optning application. the lable of this field appears as Initial Funding Amount.
    View Applicant Details In this section you can view the applicant details of all the applicants involved in the application.
    Below field appears with the respective applicant details:
    • Applicant Name
    • Role
    • CIF
    • Email ID
    • Contact Number
    View Clarification Details

    In this section you can view the clarification history.

    Below fields appear with the details:
    • ID
    • Subject
    • Raised By
    • Date
    • Status
    • Status updated on

    On the click of the respective record the user can view the clarifiation content.

    Advices In this section you view the advices generated in the process of account opening.
    Below fields appear with the details:
    • Advice Name
    • Stage
    • Mode of Delivery
    • Recipent
    • Date

    You can View and Download on clicking the respective icons.

  2. Click Close to close window.