2.12.1 Assessment Summary

This topic provides the systematic instructions to view the assessment summary of the Savings Account application.

Assessment Summary is the view only data segment of Offer Issue stage.

1. Click Acquire and Edit in the Free Tasks screen for the application for which Account Approval stage has to be acted upon.

   The Assessment Summary screen displays.

   Figure 2-61 Assessment Summary

   
   

   
   Description of "Figure 2-61 Assessment Summary"

   
   
2. The user can view the details in the relevant data fields.

   Note:

   The fields, which mentioned as Required, are mandatory.

   For more information on fields, refer to the field description table.

   Table 2-50 Assessment Summary – Field Description

   Field	Description
   Requested Amount	Displays the requested overdraft amount.
   Tenure	Displays the tenure.
   Base Rate	Displays the base rate.
   Margin	Displays the variance rate. This field appears only for Floating rate type.
   Total Weightage Score	Displays the total weightage score.
   Approved Amount	Displays the final approved overdraft amount.
   Proposed Margin	Displays the proposed variance. This field appears only for Floating rate type.
   Effective Rate	Displays the effective rate of interest.
   System Recommendation	Displays the system recommendations.
   Grade	Displays the grade of the applicant.
   Manual Decision	Displays the manual decision.

3. Click Next to navigate to the next data segment, after successfully capturing the data. The system will validate all mandatory data segments and data fields. If mandatory details are not provided, the system displays an error message for the user to take action. User will not be able to proceed to the next data segment, without capturing the mandatory data.