Override an application status

The application's status is normally set via the results of a decision tree when the application is evaluated. However a finance company may have processes in place where the final approval, or other steps in the process, are completed manually and as such the status of the application will need to be manually overridden.

Finance company users have the ability to override the status of an application. When an application status is changed the user can select a reason code from a list of available reason codes that business has defined.

1. Navigate to Home Pages > Borrowing:

NOTE: If the application number is known, the quick search option "Applications" can be selected from the drop down list and the application number can be entered directly in the search field (in the top right hand corner):

3. Using the Filter Options, search for the application (click on the

button once the filter selection has been made). The filtering will be done using the details from all 3 of the filter tabs.

4. Once the application has been found, select it from the list:

5. Go the the Actions /hamburger menu and select "override application status"

6. Supply the new application status

Reason: This will be mandatory if the “Force Reason On Application Status Override” setting on the originator group product, application and listing business rule is set to true

Supervisor Details : Visible and Mandatory if the “Supervisor Approval On Application Status Override” setting on the originator group product, application and listing business rule, is set to true.

The following changes are allowed:

From Status	To Status	Allowed?
Pending
	Pending Verification	yes
	Conditionally Approved	no
	Referred	no
	Approved	no
	Declined	no
	Cancelled	yes
	Processed	no
	Sent To Customer	no
	Sent Back	no
	Transferred	yes
	On Hold	no
	Purchased	no

Pending Verification
	Pending	yes
	Conditionally Approved	yes
	Referred	yes
	Approved	yes
	Declined	yes
	Cancelled	yes
	Processed	yes
	Sent To Customer	yes
	Sent Back	yes
	Transferred	yes
	On Hold	yes
	Purchased	no

Conditionally Approved
	Pending	no
	Pending Verification	no
	Referred	yes
	Approved	yes
	Declined	yes
	Cancelled	yes
	Processed	yes
	Sent To Customer	yes
	Sent Back	yes
	Transferred	no
	On Hold	yes
	Purchased	no

Referred
	Pending	no
	Pending Verification	no
	Conditionally Approved	yes
	Approved	yes
	Declined	yes
	Cancelled	yes
	Processed	yes
	Sent To Customer	yes
	Sent Back	yes
	Transferred	no
	On Hold	yes
	Purchased	no

Approved
	Pending	no
	Pending Verification	no
	Conditionally Approved	yes
	Referred	yes
	Declined	no
	Cancelled	no
	Processed	yes
	Sent To Customer	yes
	Sent Back	yes
	Transferred	no
	On Hold	no
	Purchased	yes

Declined
	Pending	no
	Pending Verification	no
	Conditionally Approved	yes
	Referred	yes
	Approved	no
	Cancelled	no
	Processed	no
	Sent To Customer	no
	Sent Back	no
	Transferred	no
	On Hold	no
	Purchased	no

Cancelled
	Pending	no
	Pending Verification	no
	Conditionally Approved	yes
	Referred	yes
	Approved	no
	Declined	no
	Processed	no
	Sent To Customer	no
	Sent Back	no
	Transferred	no
	On Hold	no
	Purchased	no

Processed
	Pending	no
	Pending Verification	no
	Conditionally Approved	yes
	Referred	yes
	Approved	yes
	Declined	yes
	Cancelled	yes
	Sent To Customer	yes
	Sent Back	yes
	Transferred	no
	On Hold	yes
	Purchased	no

Sent To Customer
	Pending	no
	Pending Verification	no
	Conditionally Approved	yes
	Referred	yes
	Approved	yes
	Declined	yes
	Cancelled	yes
	Processed	yes
	Sent Back	yes
	Transferred	no
	On Hold	yes
	Purchased	no

Sent Back
	Pending	no
	Pending Verification	no
	Conditionally Approved	yes
	Referred	yes
	Approved	yes
	Declined	yes
	Cancelled	yes
	Processed	yes
	Sent To Customer	yes
	Transferred	no
	On Hold	yes
	Purchased	no

Transferred
	Pending	no
	Pending Verification	no
	Conditionally Approved	no
	Referred	no
	Approved	no
	Declined	no
	Cancelled	no
	Processed	no
	Sent To Customer	no
	Sent Back	no
	On Hold	no
	Purchased	no

On Hold
	Pending	no
	Pending Verification	no
	Conditionally Approved	yes
	Referred	yes
	Approved	no
	Declined	yes
	Cancelled	yes
	Processed	no
	Sent To Customer	no
	Sent Back	no
	Transferred	no
	Purchased	no

Purchased
	Pending	no
	Pending Verification	no
	Conditionally Approved	no
	Referred	no
	Approved	no
	Declined	no
	Cancelled	no
	Processed	no
	Sent To Customer	no
	Sent Back	no
	Transferred	no
	On Hold	no

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Override an application status

Override an application status

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