EXT Handle Request to Open Term Deposit Agreement for Retail Customer
sd EXT Handle Request to Open Term Deposit Agreement for Retail Customer
: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
:Customer Offer
Record Request to Open Term Deposit
:Transaction
Authorization
Get Transaction Authorisation
:Party Lifecycle
Management
Verify Retail Customer
:Party Reference
Data Directory
Check Related Customers
:Customer Product
And Service
Eligibility
Show Proposed Products and Get Customer Selection
:Product Directory
Retrieve Standard Conditions
Agree Conditions and Settlement Account with Customer and Get Required Data
:Term Deposit
Open Term Deposit Agreement
:Sales Product
Agreement
Create Sales Product Agreement
:Current Account
:Position Keeping
:Payment Order
Create Payment Order for Fees and Charges
:Guideline
Compliance
Verify Correct Execution of Deposit Agreement Opening Process
Confirm Opening of Deposit to Customer
Get Term Deposit Products for which Customer Is Eligible
:Customer Products and
Services
Get Current Products of This Customer
Add Term Deposit Agreement to Customer List of Products
Verify Completion of Customer Updates