Account Openings
6-step swimlane between Operations and Admin: pack → remittance letter → slip → funds → activate → receipt.
Open
Preparing Account Opening Pack · 0
Awaiting Remittance Letter · 0
Awaiting Remittance Slip · 0
Awaiting Finance Confirmation · 0
Awaiting Account Activation · 0
Awaiting Receipt · 0
Awaiting Plan Details · 0
Awaiting Verification Call · 0
Awaiting Records Archival · 0
Completed · 0
All
| Created | Client | Application | Current Step | Expected Actor | |
|---|---|---|---|---|---|
No account openings yet. They auto-spawn when Admin creates a client profile. | |||||