2.13.2 Summary - Offer Accept / Reject

This topic provide the systematic instructions to view the summary of each of the data segments in as many tiles as the number of data segments in the given stage.

The system will display the summary of each of the data segmentsin as many tiles as the number of data segments in the given stage.

1. Click Next in the previous data segment to proceed with the next data segment, after successfully capturing the data.
   The Summary screen displays.

   Figure 2-65 Summary

   
   

   
   Description of "Figure 2-65 Summary"

   
   

   Each of these summary tiles are clickable and the user will have the option to view all the details captured under the given data segment. For more information on fields, refer to the field description table.

   Table 2-54 Summary - Offer Accept / Reject – Field Description

   Data Segment	Description
   Assessment Summary	Displays the assessment summary.
   Offer Issue	Displays the offer issue details.
   Offer Accept / Reject	Displays the offer accept / reject details.

2. Click Submit to reach the OUTCOME, where the Overrides, Checklist and the Documents for this stage can be validated or verified. The Override screen is displayed.
3. Accept Overrides and Click Proceed Next. The Checklist screen is displayed.
4. Click Save & Proceed Next. The Outcome screen is displayed.
5. In the Outcome screen, select appropriate option from the Select to Outcome field.
   • Select Proceed outcome from the drop-down list. It will logically complete the Offer Issue stage for the Overdraft Application. The Workflow Orchestrator will automatically move this application to the next processing stage, Offer Accept/Reject. The stage movement is driven by the business configuration for a given combination of Process Code, Life Cycle and Business Product Code.
     • If the Customer Response is selected as Accept in Offer Accept/Reject screen, then submit of this stage, will move the application into the Account Approval stage.
     • If the Customer Response is selected as Reject in Offer Accept/Reject screen, then submit of this stage, will terminate the application.
     • If the Customer Response is selected as Amend in Offer Accept/Reject screen, then submit of this stage, will move the application into the Post Offer Amendment stage.
   • Select the Reject by Bank to reject the submission of this application. The application is terminated, and an email is sent to the borrower or customer with a rejection advice.
6. Click Submit to submit the Offer Accept/Reject stage. The confirmation screen appears with the submission status, the Application Reference Number and the Process Application Reference Number.
7. Click Close to close the window.
   OR

   Click Go to Free Task. The system successfully moves the Application Reference Number along with the sub process reference numbers [Overdraft] to the next processing stage on Host. This application will be available in the FREE TASK list. The user who has the access rights will be able to acquire and proceed with the next processing stage of the application.