2.8.1 Summary

This topic provides the systematic instructions to view the summary of each of the data segmentsin 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.

To view the summary:

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

   Figure 2-52 Summary

   
   

   
   Description of "Figure 2-52 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 2-42 Summary - Account Parameter Setup - Field Description

   Data Segment	Description
   Assessment Details	Displays the assessment details.
   Loan Interest Details	Displays the loan interest details.
   Mortgage Insurance	Displays the mortgage insurance details.
   Charge Details	Displays the charge details.
   Loan Disbursement Details	Displays the loan disbursement details.
   Loan Repayment Details	Displays the loan repayment details
   Account Services Details	Displays the account services details.

   Note:

   Charges Data segment and Mortgage Insurance premium data segment is available in edit mode to amend or change the capitalization amounts which need to be considered as part of the Approved Loan amount even in this stage. Accordingly, it impacts the Approved Loan Amount. The inclusion or exclusion of such capitalization amounts is validated to ensure that the Approved Loan Amount is not breached.
2. Click Submit to reach the OUTCOME, where the overrides, checklist and documents for this stage are verified. The Overrides screen is displayed.
3. Click Accept Overrides & Proceed. The Checklist screen appears.
4. Click Save & Proceedto proceed. The Outcome screen appears.
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 Account Parameter Setup stage for the Loan Application. The Workflow Orchestrator will automatically move this application to the next processing stage, Supervisor Approval / Offer Issue stage.

   The application will be directly moved to Offer Issue stage if there is no change in Loan Interest data segment.

   The application will be moved to Supervisor Approval stage if there is any change in Price (Interest) in Loan Interest data segment.

   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 to submit the Account Parameter Setup stage. 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 [Loan Account] to the Supervisor Approval / Offer Issue stage. This application is 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.