Template:New Business Step 4

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Revision as of 15:03, 27 February 2025 by WikiAdmin (talk | contribs) (Created page with "{{collapsible-section-uw |number = 4 |title = 4. Decide Processing Outcome |content = Use the Equinox decision engine to validate the application details. Address flagged issues, such as missing documentation or rating errors. Decide whether to Issue, Reject, or Pend the application: * '''Issue:''' All requirements are met. Proceed to finalize the New Business application. * '''Reject:''' Application is non-compliant or documentation is invalid. Inform the agent and p...")
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4. Decide Processing Outcome

Use the Equinox decision engine to validate the application details.

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

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

  • Issue: All requirements are met. Proceed to finalize the New Business application.
  • Reject: Application is non-compliant or documentation is invalid. Inform the agent and provide reasons.
  • Pend: Additional information or clarification is needed. Specify the pend period and request the missing documentation.
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