2.1 Application Entry

This topic describes the information on the various data segments to capture the required data in the Application Entry stage.

The Process Orchestrator modifies the record within the Free Task process during the Application Entry stage, which is also known as the Task from the orchestrator's viewpoint. Users have the option to Acquire and Edit the task from the Action column or simply Acquire it from the header, depending on their needs.

The Application Entry stage will be submitted automatically if the Bank's configuration permits full Application submission and the user has completed all data segments of the Application Entry stage during the Application Initiation stage by selecting the Application button found in the Product Details data segment.

Upon the successful completion of the Application Entry stage, a request for the initial funding transaction is forwarded to the Teller Module, provided that the Cash option is chosen for funding. The status of the Teller Transaction is subsequently verified within the Initial Funding Details section of the Account Funding stage.

The Application Entry stage has the following reference data segments:

• Applicant
  This topic provides the systematic instructions to capture the customer-related information for the application.
• Account Details
  This topic provides the systematic instructions to view and modify the account details.
• Beneficiary Details
  This topic provides the systematic instructions to capture the details of the beneficiary for the account.
• Interest and Charges
  This topic provides the systematic instructions to view the interest applicable for the account.
• Terms and Conditions
  This topic descriptions the terms and conditions that are mandatory to accept for to proceed with account opening process.
• Review
  This topic provides the systematic instruction to view the tiles for all the data segments in the Application Entry Process.