2.1.7 Terms and Conditions

This topic describes the terms and conditions that are mandatory to accept to proceed with account opening process.

In this data segment user can capture terms and conditions consents from the applicants. The customer consents are same across products but a few terms and conditions differ based on the selected products. They appear in questionnaire format based on the configurations. The questionnaire is mapped at product configuration level. It is mandatory to accept all terms and conditions to proceed with application.

This data segment comprises of below sections:
  • Terms and Conditions for all products - In this section the terms and conditions which are applicable for all the products appears in the questionnaire format.
  • Terms and Conditions for <Selected Product> - In this section the terms and conditions which are applicable for all the selected product appears in the questionnaire format.
  • Consents and Preferences - In this section the user capture the consents and preferences of customer as E-Sign, Marketing Communications, and Privacy Information.

To capture Terms and Conditions:

  1. Click Next from previous data segment to proceed with the next data segment, after successfully capturing the data.

    The Terms and Conditions screen appears

    Figure 2-16 Terms and Conditions


    Description of Figure 2-16 follows
    Description of "Figure 2-16 Terms and Conditions"

  2. Click View to view the terms and conditions.
  3. Select the toggle button to accept the terms and conditions.
  4. In the Consents to receive Marketing Promotional and Sales section, enter the channel and details.
  5. Click Add Channel to add the relevant details.
    The below fields contain channel data:
    • Channel
    • Contact Value
    • Preferred Time
    • Time Zone
    • Actions
  6. Click Next to navigate to the next data segment, after successfully capturing the data. The system will validate all mandatory data segments and data fields. If mandatory details are not provided, the system displays an error message for the user to take action. User will not be able to proceed to the next data segment, without capturing the mandatory data.

Parent topic: Application Entry