2.13.1 Offer Accept / Reject

This topic provides the systematic instructions to view the offer letter and record the customer response.

Offer Accept / Reject data segment is the first data segment of Offer Accept / Reject stage. The user can acquire the application from Free Tasks list.

1. Click Acquire and Edit in the Free Tasks screen of the previous stage – Offer Issue stage.
   The Offer Accept / Reject screen displays.

   Figure 2-64 Offer Accept / Reject

   
   

   
   Description of "Figure 2-64 Offer Accept / Reject"

   
   
2. Specify 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 2-53 Offer Accept / Reject – Field Description

   Field	Description
   Customer Response	Select the customer response from the drop-down list. The available options are: Accept Reject Amend
   Date Of Offer Accept / Reject	Select the date of offer accept or offer reject.
   Offer Amend	Offer Amend option will be at the instance of the customer request. This will be taken as a Post Offer amendment and based on the change requested the application will be routed as part of the OUTCOME to the respective earlier stages to incorporate the changes.
   Reason	The offer amend will be supported for the following data elements: Overdraft Principal Overdraft Interest/Margin Tenure of the Overdraft

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.