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.