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 Certificate of Deposit Origination
  • 2.1 Application Entry
    • 2.1.1 Applicants
      • 2.1.1.1 For Individual Customer Type
      • 2.1.1.2 For Small and Medium Business (SMB) Customer Type
    • 2.1.2 Account Details
    • 2.1.3 Funding
    • 2.1.4 Payout Instructions
    • 2.1.5 Stake Holder Details
    • 2.1.6 Beneficiary Details
    • 2.1.7 Terms and Conditions
    • 2.1.8 Review
  • 2.2 Application Documents
    • 2.2.1 Document Generation
    • 2.2.2 Document Acceptance
    • 2.2.3 Review
  • 2.3 Debit Assessment
    • 2.3.1 Bureau Information
    • 2.3.2 Review
  • 2.4 Manual Debit Assessment
    • 2.4.1 Bureau Information
    • 2.4.2 Manual Decision
    • 2.4.3 Review
  • 2.5 Account Funding Stage
    • 2.5.1 Funding
    • 2.5.2 Review
  • 2.6 Global Actions
    • 2.6.1 Smart Assist
    • 2.6.2 Application Details
    • 2.6.3 Application Info
    • 2.6.4 Customer 360
    • 2.6.5 Remarks
    • 2.6.6 Documents
    • 2.6.7 Advices
    • 2.6.8 Conditions and Covenants
    • 2.6.9 Clarification Details
    • 2.6.10 Solicitor Details
• 3 Simplified Application
• 4 Error Codes and Messages
• 5 Advices
• Index