3.15 Global Actions

This topic provides details on the actions that can be performed in all stages.

This section appears at the top of the screen and is applicable for all the account opening stage. User can add, edit, view or delete the information from the respective section.

Below is the list of global actions:

• Application Details
  This topic provide systematic instructions to view the detailed information of an application, such as basic details, application status, applicant details that are involved, clarification details and advices details.
• Application Info
  In this section you can view the application number along with its product name.
• Customer 360
  This topic provide systematic instructions to view the list of customers involved in the application.
• Documents
  This topic provide systematic instructions to view, upload, or modify documents related to the applicant and product required for the application process.
• Remarks
  This topic provide systematic instructions to view or post the remarks.
• Advices
  This topic provide systematic instructions to view the generated advices using Advices action.
• Conditions and Covenants
  This topic provides the systematic instructions to add or edit conditions and covenants details for the loan applications.
• Clarification Details
  This topic describes the detailed information to request for clarifications.
• Solicitor Details
  This topic provide systematic instructions to add, edit or view the solicitor details.