2.11.2 Summary

This topic provides 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 Pricing Change Approval screen to proceed with the next data segment, after successfully capturing the data.

   The Summary screen displays.

   Figure 2-60 Summary

   
   

   
   Description of "Figure 2-60 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 2-49 Summary - Pricing Change Approval – Field Description

   Data Segment	Description
   Pricing Change Approval	Displays the pricing change approval details.

2. Click Submit to reach the OUTCOME, where the Overrides, Checklist and the Documents for this stage can be validated or verified. The Overrides screen is displayed.
3. Click Accept Overrides & Proceed. The Checklist screen is displayed.
4. Click Save & Proceed. The Outcome screen is displayed.
5. In the Outcome screen, select appropriate option from the Select to Outcome field.
6. Select Proceed outcome from the drop-down list. It will logically complete the Supervisor Application Approval stage for the Saving Application. The Workflow Orchestrator will automatically move this application to the next processing stage.
   If the Supervisor has approved the price change, submit of this stage, will move the application to Offer Issue stage.
   If the Supervisor has rejected the price change, the application will be routed back to Account Parameter Setup stage.
   The stage movement is driven by the business configuration for a given combination of Process Code, Life Cycle and Business Product Code.
7. Click Submit. The confirmation screen appears with the submission status, the Application Reference Number and the Process Application Reference Number.
8. 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 [Saving Account] to the Offer Issue Stage for Individual Customers. 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.