2.14 Global Actions

This topic provides the detailed on the actions that can be performed in all stages.

This section appears are the top of the right pane and is applicable for all the account opening stage. You can add, edit, view or delete the information from the respective section.

Below are the list of global actions:

• Icon
  You view the application number along with its product name.
• Customer 360
  You can view the customer details such as Name, CIF number and indication whether it is an existing customer.
• Application Information
  You can view the application information in this section.
• Remarks
  You can view the remarks.
• Documents
  You can upload and view the documents that are uploaded.>
• Advices
  You can view the advices that are shared with customer. Advices are generated post Application Entry stage is submitted.
• Condition and Convenants
  You capture conditions and convenants details for the loan applications.
• Solicitor Details
  You can add the solicitor details using this section.
• Clarification Details
  You raise the clarifications using this section.