Standard
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The explanation below applies when you have selected STANDARD as the Account setup type when creating the account application.
The account application will go through a manual approval process after the account application confirmation.
Click Accept if the application meets all the account opening criteria.
Click Reject if it does not meet the required criteria for account opening.
Click Mark for review if additional due diligence about the applicant is required to decide whether to accept or reject the application.
After clicking the Accept, Reject, or Mark for review button, the confirmation modal will open. In this modal, you can:
select the status change reason and
fill in a comment.
Click Yes to confirm the application status change.
Clicking the Mark for review button sets the account application to PENDING status. In this intermediary status, the decision to accept or reject the application must be made.
Once you have finished the additional due diligence, click the Accept or Reject button to change the application's status.
Clicking the Accept button sets the account application to the ACCEPTED status and starts fully automated account opening processing.
If successful, the account application gets the status PROCESSED, and the primary account number of the opened account will be visible on the account application details page.
Clicking the Reject button sets the account application to the REJECTED status, which is the final status and ends the application's processing.
For more information, refer to the explanations about .
