2.1.8 Review

This topic provides the systematic instruction to view all the data segments in the Application Entry Process.

The system displays the summary of each of the data segments in the given stage.

To view the summary of all the data segments:

1. Click Next from the data segment to proceed with the next data segment, after successfully capturing the data.
   The Review screen displays.

   Figure 2-17 Review

   
   

   
   Description of "Figure 2-17 Review"

   
   

   Note:

   The fields, which mentioned as Required, are mandatory.

   For more information on fields, refer to the field description table.

   Table 2-11 Review - Field Description

   Data Segment	Description
   Applicants	Displays the applicants details.
   Account Details	Displays the account details.
   Funding	Displays the funding details.
   Payout Instruction	Displays the payout instruction.
   Nominee Details	Displays the nominee details.
   Terms and Conditions	Displays the term and condition details.

2. Click Submit to reach the Stage Movement Submission screen, where the overrides, checklist and documents for this stage are verified.
   The Stage Movement Submission screen displays.

   Figure 2-18 Stage Movement Submission

   
   

   
   Description of "Figure 2-18 Stage Movement Submission"

   
   

   In this screen, the message appears in case there is any override. Overrides are basically warnings that are raised during the business validations. User has to accept the overrides to proceed further. Alternatively, user can go back and correct the data to ensure overrides do not arise.

3. In case of override, click Accept Overrides & Proceed to proceed or click Proceed.
   The Checklist screen appears.
4. In the Checklist screen the system displays the error message if document checklist is not verified. Click Proceed Next to proceed to Stage Movement Submission screen.
5. In the Stage Movement Submission screen, select appropriate option from the Select to Outcome field.
   • Select the Proceed to proceed with the application. By default this option is selected. It will logically complete the Application Entry stage for the Term Deposit application. The Workflow Orchestrator will automatically move this application to the next processing stage, Account Funding. The stage movement is driven by the business configuration for a given combination of Process Code, Life Cycle and Business Product Code.
   • Select the Reject by Bank to reject the submission of this application. The application is terminated, and an email is sent to the borrower or customer with a rejection advice.
6. Click Submit to submit the Application Entry stage. The confirmation screen appears with the submission status, the Application Reference Number and the Process Application Reference Number.
7. Click Close to close the window.
   OR
   Click Go to Free Task. The system successfully moves the Application Reference Number along with the process reference numbers [Term Deposit Account] to the other stages. This application will be available in the FREE TASKS list. The user who has the access rights will be able to acquire and proceed with the next processing stage of the application.

   Application De-Dupe:

   Based on the configuration set in the Origination Preference screen, the application dedupe service is enabled.

   If application dedupe service is enabled, System will check that any application is in progress for same product and customer combination. On Submit, if any duplicate application exists, override will show a message with other in progress application numbers. User can select the override check box and proceed or take appropriate action.

   Note:

   • If an application is returned back to Application Entry stage from any other subsequent stages, Oracle Banking Originations Cloud Service will not allow amending details in the Customer Information and Financial Details data segment, once a customer onboarding process has been triggered in the Application Entry Stage and CIF creation is still in progress.
   • In case party amendment request is rejected by Oracle Banking Party, the specified error message is shown to the user while submitting Application Entry stage. User has an option to go back and resolve the error or proceed with the stage submission by disregarding the amendment request.