Temenos Lifecycle Management Suite - Account Origination Product Guide
Override Processing

While processing an application, a variety of events may occur that may prompt a user to obtain an override from a supervisor. The events that may trigger an override include the following:

Name Description Triggered By
Approval Limit

The User does not have permission to manually approve the account for this application. 

For more information on this override, please see the Manual Approval topic in this guide.

Manual Approval

Disbursed Date The Disbursement Date is not set to today. Disbursement
Fees The <fee name> fee from the Sub-Product is being changed from <fee amount> to <fee amount>. Save
Effective Date The Effective Date is being changed from <date 1> to <date 2> on this application. Save
Precise Id <applicant name> is being excluded from the Precise ID verification check. Save

If any of these events trigger an override, an Override Required window opens in the workspace.

The Override Required window enables users to attain an override from a supervisor. This window also contains an alert message that informs the supervisor what caused the Account Origination module to trigger an override.

 

 


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