2.1 Application Entry

Based on the access configuration, user can view the records in Free Task. In this stage user can capture the details that are required to open a current account. This stage is automatically submitted on below conditions:

• If the bank level configuration for allowing the full application submission is set as Yes.
• If the user captures the required details in all the data segments of the Application Entry stage as part of the Application Initiation stage on clicking the Application button in the Product Details data segment.

To acquire and edit respective stage:

1. On Home screen, click Tasks.
2. Under Tasks, click Free Tasks.

   Figure 2-1 Free Task

   
   

   
   Description of "Figure 2-1 Free Task"

   
   

• Customer Information
  This topic provides the systematic instruction to view the details captured for the customer in the Application Initiation stage.
• Relationship
  This topics describes the relationship details of parties that are involved in loan account opening application.
• Customer Consent and Preference
  This topic describes the consent and preferences of customers that are captured in account opening process.
• Account Details
  This topic provides the systematic instructions to capture the account related information for the application.
• Stake Holder Details
  This topic provides the systematic instructions to capture the stake holder details related information for the application.
• Financial Details
  This topic provides the systematic instructions to capture the financial details of a single customer or multiple customers in case of joint applicants.
• Mandate Details
  This topic provides the systematic instructions to capture the mandate details related information for the application.
• Account Service Preferences
  his topic provides the systematic instructions to capture the account service preferences related information for the application.
• Nominee Details
  This topic provides the systematic instructions to capture the nominee details related information for the application.
• Interest Details
  This topic provides the systematic instruction to view the details captured for the Interest Details
• Terms and Conditions
  (Required) This topic descriptions the terms and conditions that are mandatory to accept for to proceed with account opening process.
• Summary
  This topic provides the systematic instruction to view the tiles for all the data segments in the Application Entry Process.