2.10.3 Summary

This topic describes systematic instructions to view all the details of offer issue.

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.

To view the summary:

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

   Figure 2-57 Summary

   
   

   
   Description of "Figure 2-57 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 2-47 Summary - Offer Issue – Field Description

   Data Segment	Description
   Credit Rating Details	Displays the credit rating details.
   Valuation of Asset	Displays the valuation of asset details.
   Legal Opinion Details	Displays the legal opinion details.
   Assessment Summary	Displays the assessment details.
   Offer Issue Details	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 Overrides screen is displayed.
3. In the Override screen, click Proceed Next. The Checklist screen is displayed.
4. In the Checklist screen, 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 Loan 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 Return to Application Entry Stage to make application entry stage available in free task for edit.
   • Select the Return to Application Enrichment Stage to make enrichment stage available in free task.
   • Select the Return to Application Underwriting Stage to make underwriting stage available in free task.
   • 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 supervisor approval 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 [Loan Account] to the Application Offer Accept / Reject 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.

   The following notification will be sent to the user, if application is initiated from assisted channel, and to the Oracle Banking Digital Experience customer, if application is initiated from self-service.