2.5 Account Funding Stage

This topic describes the information on the various data segments to capture the required data in the Account Entry stage.

Users having functional access to the Account Funding stage will be able to view the record in the Free Task process.

To add funding details:

1. Scan the records that appears in the Free Task list.
2. Click Acquire and Edit or Acquire from the Action column of the appropriate record. The Account Funding stage is displayed.

The data segments appears as configured in business process. Refer below chapters for detailed information of each data segment.

• Initial Funding Details
  This topic provides the systematic instructions to view and modify the initial funding details captured in the Application Entry stage.
• Summary
  This topic provides the systematic instructions to view the tiles for all the data segments in the Account Funding stage.