2.5 Account Funding Stage

This topic describes the information on the various data segments to capture the required data in the Account Funding stage.

Users having functional access to the Account Funding Stage will be able to view the record in the Free Task process.

To add funding details:

1. Scan the records that appears in the Free Task list.
2. Click Acquire and Edit or Acquire from the Action column of the appropriate record. The Account Funding stage is displayed.

The Account Funding stage has the following data segments in which the user can only view the data:

• Account Details - For detailed information, refer the Account Details data segment in the Application Entry stage.

Refer below chapters for detailed information on data segment that are editable.

• Initial Funding Details
  This topic provides the systematic instructions to view and modify the initial funding details captured in the Application Entry stage.
• Summary
  This topic provides the systematic instructions to view the tiles for all the data segments in the Account Funding stage.