2.2.10 Terms and Conditions

(Required) This topic descriptions the terms and conditions that are mandatory to accept for to proceed with account opening process.

In this data segment user can capture term and conditions consents from the applicants. The customer consents are same across products but few term and conditions defer based on the applied products. They appears in questionnaire format based on the configurations. This questionnaire is mapped at product configuration level. It is mandatory to accept all term and condition to proceed with application.

To capture terms and conditions:

1. Click Next from pervious data segment to proceed with the next data segment, after successfully capturing the data.

   The Term and Conditions screen appears

   Figure 2-17 Term and Conditions

   
   

   
   Description of "Figure 2-17 Term and Conditions"

   
   
2. Click
   
   
   
   to view the term and conditions.
3. In the Customer Consent across Products section, select to capture the customer consents.
4. In the Term and Conditions for Lending Application section, select to accept the product level term and conditions.
5. Click Next to navigate to the next data segment, after successfully capturing the data. The system will validate all mandatory data segments and data fields. If mandatory details are not provided, the system displays an error message for the user to take action. User will not be able to proceed to the next data segment, without capturing the mandatory data.