Pre-eligibility Questionnaire

Introduction

This screen displays the list of questionnaire that has to be answered by the retail user before applying for the product. Based on the answers, user will be allowed to apply for the product.

Note:

• If the account is created online successfully then the new account number that would be linked to the goal is shown and user will be directed to ‘Fund the Goal’ page.

• Refer Direct banking manual for more details.

Navigation

The following is the navigation for this option:

• Click the Continue button in View Selected Products screen.

• The Pre-eligibility Questionnaire screen is displayed.

What you can do

The table below provides a brief description of the data that must be specified on the screen and the functions you can perform:

Field

Description

Pre-Eligibility Questionnaire

A set of questions are displayed, user has to answer these to continue to the process of applying for the product or products.