EXT Handle Request to Establish Term Deposit Agreement
sd EXT Handle Request to Establish Term Deposit Agreement
:Customer
Workbench
:eBranch Operations
Handle Service Request from Customer
:Contact Handler
Start Contact Session
:Point of Service
Initiate Servicing Dialogue
:Session Dialogue
Handle Customer Contact
Get Requested Service from Customer
Prepare Proposal for Term Deposit Agreement
:Customer Offer
Handle Request to Establish Term Deposit Agreement
:Transaction
Authorization
Get Transaction Authorisation
:Party Lifecycle
Management
:Customer Products
and Services
:Product Directory
Get Standard Deposit Agreement Conditions
:Customer
Agreement
Get Customer-Specific Conditions
Show Conditions and Get Required Data
:Legal Compliance
Get Legal Advice
Discuss Proposal and Get Customer Approval
Authorise Term Deposit Agreement
:Term Deposit
Open Term Deposit Agreement
Get Operational Details
Confirm Opening of Term Deposit Agreement
:Document Library
:Guideline
Compliance
Verify Correct Execution of Term Deposit Agreement Opening Process
Verify Corporate Customer
:Term Deposit
Complete Opening of Term Deposit Agreement
:Sales Product
Agreement
Create Sales Product Agreement
Get All Products of This Customer
Add Term Deposit Agreement
Verify Completion of Customer Updates