2.3 Supervisor Approval Stage
This topic describes the information on the various data segments to view the captured details and approve the application in the Supervisor Approval stage
In this stage user can approve the assessment details of an applicant to
proceed with the credit card account opening flow. The data segments appears as
configured in business process. The user can view the captured data of below mentioned
data segment, for detailed information, refer Application Entry stage:
- Customer Information
- Financial Details
- Add-on Card Holder
- Card Preferences
For the editable data segment refer below chapters.
To acquire the Supervisor Approval stage:
- Scan the records that appears in the Free Task list.
- Click Acquire and Edit or Acquire from the Action column of the appropriate record. The Supervisor Approval stage is displayed.
- Assessment Summary
This topic provides the systematic instructions to view the assessment summary of the Credit Card application. - Approval Details
This topic provides the systematic instructions to view and approve the application. - Summary
This topic provides the systematic instructions to view the summary of each of the data segmentsin as many tiles as the number of data segments in the given stage.
Parent topic: Credit Card Origination