1.1.1 New Application

This topic provides the systematic instructions to view the various product types and bundles for which the account origination is supported.

The New Application screen displays the various product types and bundles under the respective tabs for which account origination is supported. The screen lists all the product types and bundles that are configured under the logged in user. They are segregated based on the following customer types:

• Individual
• Small and Medium Business

Under the Individual products tab, the screen displays the following tabs:

• Products
• Bundles

The product types appears under the Products tab with the tile format which comprises of the following details:

• Product Name
• Product Image
• Short description of product

The system also displays the bundle applications under the Bundles tab with the tile format which comprises of the following details:

• Bundle Name
• Bundle Image
• Business Product Name
• Product Details link
• Apply button

The Frequently Accessed Products section appears with the list of product that are frequently selected by the logged in user for an account opening. This selection gives an quick initiation of an application.

To select the product type to initiate an account opening application:

1. On Home screen, click Retail Origination. Under Retail Origination, click New Application.
   The New Application screen displays with the products.

   Figure 1-1 New Application - Products

   
   

   
   Description of "Figure 1-1 New Application - Products"

   
   
2. Click the appropriate customer type tab.
   The list of configured product types appears.
3. Select the product type tile to proceed.
   The list of configured products appear for selection.

   Note:

   The user can also select the product or bundle that appears in the Frequently Accessed Product section.
4. From the product tile, select the checkbox of the appropriate product to add multiple product in the cart.
   OR
   Click Apply to initiate account opening application of the product.
5. Select the Bundles tab under the Individual Products tab.
   The list of configured bundles displays.

   Figure 1-2 New Application - Bundles

   
   

   
   Description of "Figure 1-2 New Application - Bundles"

   
   

   Note:

   The bundles are displayed based on configuration between the start date and end date. If the bundles with a future start date or a past end date will not be displayed.
6. From the bundle tile, click Apply to initiate the bundle application.