2.14.1 Post Offer Amendment

This topic provides the systematic instructions to request for amendment of Overdraft components after the Offer is Issued by the bank.

Post Offer Amendment data segment is the first data segment of Post Offer Amendment 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 Accept / Reject stage.

   The Post Offer Amendment screen displays.

   Figure 2-66 Post Offer Amendment

   
   

   
   Description of "Figure 2-66 Post Offer Amendment"

   
   
2. Specify the fields on Post Offer Amendment screen.
   For more information on fields, refer to the field description table.

   Table 2-55 Post Offer Amendment – Field Description

   Field	Description
   Applicant Name	Displays the applicant name.
   Account Type	Displays the account type.
   Account Branch	Displays the account branch name.
   Business Product Code	Displays the business product code selected for this saving account.
   Business Product Name	Displays the business product name selected for this saving account.
   Offer Issue Date	Displays the date of offer issued.
   Offer Expiry Date	Displays the date based on the expiry period configuration done at the Business Product level which is used for this Overdraft.
   Offer Amend Date	Displays the date of offer amend.
   Limit Currency	Displays the limit currency.
   Approved Amount	Displays the revised Overdraft amount for approval.
   Limit Type	Displays the limit type.
   Start Date	Select the start date.
   End Date	Select the end date.
   Rate Type	Displays the rate type.
   Base Rate	Displays the base rate.
   Margin	Specify the amended Margin. Note: This field appears only for Floating rate type.
   Variance	Specify the amended Variance. Note: This field appears only for Fixed rate type.
   Effective Rate	Displays the amended effective rate. Effective Rate = Rate of Interest + Margin/Variance.

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.