2.4.4 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.

To view the summary:

1. Click Next in previous data segemnt to proceed with the next data segment, after successfully capturing the data.

   The Summary screen displays.

   Figure 2-37 Summary

   
   

   
   Description of "Figure 2-37 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 2-34 Summary - Loan Underwriting – 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.

2. Click Submit to reach the OUTCOME, where the overrides, checklist and documents for this stage are verified. The Overrides screen is displayed.
3. In the Override screen, the message appears in case there is any override. Overrides are basically warnings that are raised during the business validations. User has to accept the overrides to proceed further. Alternatively, user can go back and correct the data to ensure overrides do not arise. In case of override, click Accept Overrides& Proceed to proceed.
   OR

   Click Proceed. The Checklist screen appears.

4. In the Checklist screen the system displays the error message if document checklist is not verified. Click Proceed Next to proceed. The Outcome screen appears.
5. In the Outcome screen, select appropriate option from the Select to Proceed field.
   • Select the Proceed to proceed with the application. By default this option is selected. It will logically complete the Loan Underwriting Stage for the loan application. The Workflow Orchestrator will automatically move this application to the next processing stage, LoanAssessment Stage. The stage movement is driven by the business configuration for a given combination of Process Code, Life Cycle and Business Product Code.
   • Select the Return to Application Entry to return to application entry stage. The system generates the Application Entry task that appears in Free Task to acquire and edit.
   • Select the Return to Application Enrichment to return to application enrichment stage. The system generates the Application Enrichment task that appears in Free Task to acquire and edit.
   • Select the Reject by Bank to reject the submission of this application.
6. Click Submit to submit the Application Entry 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 process reference numbers to the Loan Assessment stage. This application will be available in the FREE TASKS list. The user who has the access rights will be able to acquire and proceed with the next processing stage of the application.