Approval Step in the Sales Process

Introduction

This documentation details the steps involved in the approval process once a transaction has been submitted by a sales agent for KYC and credit checks. Through the Pulse web platform, call operators review the transaction details, customer information, and supporting documents. Based on their assessment, the operator will either approve or reject the transaction, determining whether the customer is eligible to proceed with purchasing the selected product. This approval step is crucial in ensuring that the customer meets all financial and regulatory criteria before moving forward.

Description

The following steps outline how the call operator can approve or reject transactions for KYC and credit checks. Each step is accompanied by a screenshot for guidance:

• On the customers' landing page, the operator can filter the contract status drop-down menu to show only the transactions marked "Awaiting verification." This helps the operator quickly identify the transactions that need to be reviewed for approval.

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• The operator can access the "Approval KYC & Credit Check" button by either:

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Clicking directly on the transaction where it’s marked "Approval KYC & Credit Check" or

• After clicking the "Approval KYC & Credit Check" button, the operator will see a preview of the customer’s personal details and the attached supporting documents. The operator reviews this information to decide whether to approve or reject the transaction.

• If the operator decides to approve the transaction, they click the blue "Verify" button to move to the next page.

• On the next page, the operator must check the "Down payment call completed" checkbox (this step is mandatory to proceed) and then click "Approve" again.

• A pop-up message will appear saying, "You are about to proceed." The operator clicks Yes to approve the KYC and credit check.

• Once this is done, the transaction status will change to "Submitted."

• Otherwise, if the operator decides to reject the transaction:

• The call operator can see the updated contract status on the customers landing page. The sales agent will also see the transaction's status update, whether it was approved or rejected, allowing them to take the necessary next steps.