Collect all required applicant information and submit an application for a new account.
Vorbereitungen
Role required:
- For a business client: sn_bom_clo_b2b.manager or sn_bom_clo_b2b.relationship_manager
- For a personal client: sn_bom_clo_b2c.manager or sn_bom_clo_b2c.relationship_manager
Prozedur
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Navigate to .
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Select the lists icon (
).
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On the Details tab, click Playbook and select Account information.
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Under Account Information, complete any applicable fields and click Create Account.
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Select Add Contacts and complete the associated child cases.
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Select Collect Account Documents.
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Collect the account documentation, including all required fields, and click Submit Document.
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Select Collect Contact Documents (business clients) or Collect Customer Documents (personal clients).
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Collect the client documentation, including any required fields, and click Submit Document.
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Select Submit Application.
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Enter any comments in the Submission comment field, then click Submit to complete the application.
Ergebnisse
The account application is submitted, and the case automatically advances to the Document Verification stage.
Nächste Maßnahme
Continue to the Document Verification stage.