1.6 Review

This topic describes the systematic information to enable the final reviewers to review the customer details and moves the task to the Approval stage if the details are appropriate.

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

If the details are inappropriate, the reviewer can send the task back to the previous stage.

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

   Figure 1-35 Corporate Customer–Review

   
   

   
   Description of "Figure 1-35 Corporate Customer–Review"

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

   Figure 1-36 Review – Review Comments

   
   

   
   Description of "Figure 1-36 Review – Review Comments"

   
   
4. Specify the Review Comments.
5. Click Next.
   The Review – Overall Comments screen displays.
6. Specify the Overall Comments for the Review stage and click Post.
7. Click Submit to move to Recommendation stage.