1.5 Review

In the Review stage, the final reviewer reviews the customer details and moves the task to the Approval stage if the details are appropriate. If the details are inappropriate, the reviewer can send the task back to the previous stage.

As a prerequisite, log in to the application homepage. For information on how to log in, refer to the Getting Started User Guide.

1. Click Acquire and Edit in the Free Tasks screen of the previous stage Onboarding Enrichment stage.
   The Review screen displays.

   Figure 1-37 Review

   
   

   
   Description of "Figure 1-37 Review"

   
   
2. Right click on the Customer icon in tree view and select the View Option or Party ID to view the details captured.
3. Click Next, once the details are reviewed.
   The Review - Review Comments screen displays.

   Figure 1-38 Review- Comments

   
   

   
   Description of "Figure 1-38 Review- Comments"

   
   
4. Specify the Review Comments.
5. Click Next to move to the next segments.
   The Overall Review – Comments screen displays.

   Figure 1-39 Review - Overall Comments

   
   

   
   Description of "Figure 1-39 Review - Overall Comments"

   
   
6. Specify the Overall Comments for the Review stage and click Post.
7. Click Submit to move to Recommendation stage.