How to Update Customer Decision on the Credit Application?

  1. Upon successful logon to the system, proceed to search for the CA Workspace function from the Tree Menu, displayed on the left-hand side of the screen. Scroll up and down, if necessary.

  2. Mouse over the CA Workspace function name and click once on it.

  3. Then, the selected function screen will be displayed at the right-hand side of the system screen.

  4. Click once on the Cust. Decision task card.

  5. Search and select for the relevant credit application.

  6. Review the credit application

  7. Thereafter, proceed to update the customer decision ('Accept' or 'Cancel/Reject Appl.').