Table of Contents

• Title and Copyright Information
• Preface
  • Purpose
  • Before you begin
  • Module Prerequisite
  • Audience
  • Documentation Accessibility
  • Critical Patches
  • Diversity and Inclusion
  • Conventions
  • Screenshot Disclaimer
  • Acronyms and Abbreviations
  • Symbols and Icons
  • Module Post requisite
• 1 Overview
• 2 IRA Certificate of Deposit Origination
  • 2.1 Application Entry Stage
    • 2.1.1 Applicant
      • 2.1.1.1 For Individual Customer Type
    • 2.1.2 Account Details
    • 2.1.3 Funding
    • 2.1.4 Payout Instructions
    • 2.1.5 Beneficary Details
    • 2.1.6 Terms and Conditions
    • 2.1.7 Review
  • 2.2 Application Documents
    • 2.2.1 Document Generation
    • 2.2.2 Document Acceptance
    • 2.2.3 Summary
  • 2.3 Manual Debit Assessment
    • 2.3.1 Bureau Information
    • 2.3.2 Manual Decision
    • 2.3.3 Summary
  • 2.4 Account Funding Stage
    • 2.4.1 Funding
    • 2.4.2 Review
  • 2.5 Global Actions
    • 2.5.1 Smart Assist
    • 2.5.2 Application Details
    • 2.5.3 Application Info
    • 2.5.4 Customer 360
    • 2.5.5 Documents
    • 2.5.6 Remarks
    • 2.5.7 Advices
    • 2.5.8 Clarification Details
• 3 Advices
• Index