2.1 Application Entry Stage

This topic describes the information on the various data segments to capture the required data in the Application Entry stage.

Based on the access configuration, user can view the records in Free Task. In this stage user can capture the details that are required to open a current account. This stage is automatically submited on below conditions:

• If the bank level configuration for allowing the full application submission is set as Yes.
• If the user captures the required details in all the data segments of the Application Entry stage as part of the Application Initiation stage on clicking the Application button in the Product Details data segment.

To open Current Account Application Entry task:

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 Current Account Application Entry stage is displayed.

The data segments appears as configured in business process. Refer below sections for detailed information of each data segment.

• Customer Information
  This topic provides the systematic instructions to capture the customer-related information for the application.
• Releationship
  In this data segment you can add and view relationships of the customer.
• Customer Consents and Preferences
  This data segments captures, specific customer consent and preferences for communication and data sharing.
• Account Details
  This topic provides the systematic instructions to view and modify the account details.
• Stake Holder Details
  This topic provides the systematic instructions to capture the stake holder details related information for the business.
• Financial Details
  This topic provides the systematic instructions to capture the financial details of a single customer or multiple customers in case of joint applicants.
• Mandate Details
  This topic provides the systematic instructions to capture the mode of operation for the account.
• Collateral Details
  This topic provides the systematic instructions to capture the collateral which is offered by the customer as security for Overdraft limit.
• Nominee Details
  This topic provides the systematic instructions to capture the details of the nominee for the account.
• Summary
  This topic provides the systematic instruction to view the tiles for all the data segments in the Application Entry Process.