1.6 Approval

In the Approval stage, the head of the division can view the customer information and decide to approve or reject the task based on comments from the Reviewer.

If the outcome of this stage is Proceed, the task is automatically moved to the host system.

1. Click Acquire and Edit in the Free Tasks screen for the application for which Approval stage has to be acted upon.
   The Approval - Customer Summary screen displays.

   Figure 1-59 Approval - Customer Summary

   
   

   
   Description of "Figure 1-59 Approval - Customer Summary"

   
   
2. On the Customer Summary screen, verify the details that are displayed in tiles. For more information on tiles, refer to Table 1-17.
3. Click Next.
   The Approval – Approval Comments screen displays.

   Figure 1-60 Approval – Approval Comments

   
   

   
   Description of "Figure 1-60 Approval – Approval Comments"

   
   
4. View Recommendation Summary as Approved or Rejected based on the Recommendation Decision provided in Recommendation stage.

   Note:

   If more than one Recommendation user is configured, Recommendation summary will be determined are as follows:

   Table 1-28 Recommendation Summary

   Number of Users	Individual Decision	Recommendation Summary
   2 User (User 1 & User 2)	User 1 – Approved User 2 – Approved	Approved
   2 User (User 1 & User 2)	User 1 – Approved User 2 – Rejected	Rejected
   3 Users (User 1 & User 2 & User 3)	User 1 – Approved User 2 – Rejected User 3 – Approved	Rejected

5. Click and Expand Recommendation Summary view Recommendation Decision and Comments from respective users from Recommendation stage.
   The Recommendation Summary screen displays.
6. Click Action to see Recommendation details and KYC details for respective KYC types.
7. Click and Expand Approval Decision to provide Approval Decision and Comments for Party Onboarding.
   The Approval Decision screen displays.
8. Click Next to Comments data segments.
   The Approval – Comments screen displays.

   Figure 1-61 Approval - Comments

   
   

   
   Description of "Figure 1-61 Approval - Comments"

   
   
9. On the Comments screen, perform the following actions:

   Table 1-29 Actions - Description

   Action	Description
   Comments	Specify the overall comments for the Approval stage.
   Post	Click Post. The comments are posted below the text box.
   Submit	Click Submit. The Checklist window is displayed.
   Outcome	On the Checklist window, select the Outcome as Proceed, Reject, or Additional Info and click Submit. Based on the value selected for the outcome, the following conditions apply: If Proceed is selected, the task is automatically moved to the host system. If Reject is selected, the task is terminated. If Additional Info is selected, the task is moved back to the Onboarding Enrichment stage.