2.12.3 Summary - Offer Issue

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 segments in as many tiles as the number of data segments in the given stage.

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

   Figure 2-63 Summary

   
   

   
   Description of "Figure 2-63 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 2-52 Summary - Offer Issue – Field Description

   Data Segment	Description
   Credit Rating Details	Displays the credit rating details.
   Valuation Details	Displays the valuation details.
   Legal Opinion	Displays the legal opinion details.
   Assessment Summary	Displays the assessment details.
   Offer Issue	Displays the offer issue 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 the overrides and click Proceed Next. The Checklist screen is displayed.
4. Click 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.
   • Select the Reject Application 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 Issue 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 Application Offer Accept / Reject stage.