Summary

The Summary section provides a synopsis of all the information provided by the users (primary related party and other related parties, if applicable) in the previous sections. This section enables the user to review the data provided so far, before submitting the application.

UX Overview

This section provides an overview of the Summary module in the SME Origination.

Primary party can see and review all the information provided in the Summary section. Primary party must be able to see the contact info (Contact Name, Email, Phone number) in the address sections. Also, Primary party must be to see proper address types in the Summary page such as Office, Headquarters, Administrative Office as per selection made by the Primary party. The Summary page outlines the information provided by the user in the following sections:

• Basic Information
• Company Information
• Other Information
• Related Company Information
• Product Selection
• Related Parties (if any)
• Document checklist

The Summary section is read-only. Users can expand the drop downs to review and confirm the details provided. If any details are to be modified, the user can click on the Back button to navigate back to the required section and then modify the details. If all the details are correct, click Continue to proceed.

On click of Continue, the Additional Questions/ Verification screens are displayed, if configured in Spotlight. Otherwise, the Submit Application screen appears.

Components

The Summary module contains the following list of components:

Component Name	Instance Name
com.dbx.summary	BrowserCheckPopup

Experience APIs

API	Description
getData	This object service retrieves the application details from the Origination Data Storage Microservice.

Configurations

The system administrator will have the capability to configure this module from the Spotlight app. For more information about configuring the Summary section, click here.

Extensibility

By using the Extensibility feature, you can customize the modules based on your requirements. For more information, refer to Extensibility.