Template:New Business Step 4: Difference between revisions

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|title = 4. Decide Processing Outcome
|title = 4. Decide Processing Outcome
|content =  
|content =  
{{attention|Address all other flagged issues, such as missing documentation or rating errors.}}
{{attention|Address all other flagged issues first, such as missing documentation or rating errors.}}


Decide whether to Issue, Reject, or Pend the application:
Decide whether to '''Issue''', '''Reject''', or '''Pend''' the application:
<table class="wikitable"><tr>
<table class="wikitable"><tr>
<td>'''Issue'''</td><td>All requirements are met. Proceed to finalize the New Business application.</td></tr>
<td>'''Issue'''</td><td>All requirements are met. Proceed to issue the New Business application.</td></tr>
<td>'''Reject'''</td><td>Application is non-compliant or documentation is invalid. Inform the agent and provide reasons.</td></tr>
<td>'''Reject'''</td><td>Application contains discrepancies or documentation is invalid. Inform the agent and provide reasons. {{feedback}}</td></tr>
<td>'''Pend'''</td><td>Additional information or clarification is needed. Specify the pend period and request the missing documentation.</td></tr></table>
<td>'''Pend'''</td><td>Additional information or clarification is needed. Specify the pend period and request the missing documentation.</td></tr></table>
}}
}}

Revision as of 16:21, 27 February 2025

4. Decide Processing Outcome

Address all other flagged issues first, such as missing documentation or rating errors.

Decide whether to Issue, Reject, or Pend the application:

IssueAll requirements are met. Proceed to issue the New Business application.
RejectApplication contains discrepancies or documentation is invalid. Inform the agent and provide reasons.
PendAdditional information or clarification is needed. Specify the pend period and request the missing documentation.