1.5 Review

In the Review stage, the final reviewer needs to review the customer details and move the task to the Approval stage if the details are appropriate.

If the details of the customer are inappropriate, the reviewer can send the task back to the previous stage. The reviewer can acquire and edit the Review task using the Free Tasks screen.

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

   Figure 1-32 SME – Review

   
   

   
   Description of "Figure 1-32 SME – Review"

   
   
2. Right click on the Customer icon in tree view and select the View Option or Party ID to view the details captured for the Small and Medium Enterprise customer.
3. Review the details captured for the Small and Medium Enterprise customer.
4. Click Next.
   The Review - Review Comments screen displays.

   Figure 1-33 Review – Review Comments

   
   

   
   Description of "Figure 1-33 Review – Review Comments"

   
   
5. Specify the comments in the Review Comments screen.
6. Click Next.
   The Comments screen displays.

   Figure 1-34 Review – Overall Comments

   
   

   
   Description of "Figure 1-34 Review – Overall Comments"

   
   
7. Specify the overall comments for the Review stage and perform the following actions:

   Table 1-22 Actions - Description

   Action	Description
   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 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 moved to the Recommendation stage. If Additional Info is selected, the task is moved back to the Onboarding Enrichment stage.