Financial Information Template (tcclb0631m300)
Use this session to view and maintain the financial information related to the
onboarding template.
Field Information
- Template
- The code of the onboarding template.
- The name of the template.
- Version
- The current version of the template.
- Status
-
The status of the template.
Allowed values
- Free
-
The template header is created.
- Approved
-
The template is no longer used on the portal.
- Expired
-
The template and all sections are approved.
- Effective Date
- The date and time from which the template is effective.
- Expiry Date
- The date and time on which the template is set to expired.