Siebel Finance Guide > Managing Commercial Loans >
Creating Policy Exceptions (End User)
After setting up the loan details and adding all the necessary information to make a decision, end users can review loans and determine whether the loan request conforms to all of the organization's standard policies. If it does not conform, create a policy exception explain differences. You can create policy exceptions at one of the following three levels:
- Loan request level
- Borrower level
- Facility level
To create a policy exception at the loan request level
- Navigate to the Commercial Loan screen.
- In the Request list, drill down on a commercial loan request.
- Click the Request Detail view tab.
- Scroll down to the Request Policy Exceptions list and add a record.
- In the Type field, select a type of exception to add.
- In the Comments field, type a detailed explanation for the policy exception.
To create a policy exception at the borrower level
- Navigate to the Commercial Loan screen.
- In the Request list, drill down on a commercial loan request.
- Click the Policy Exception view tab.
- In the Borrower list, select a borrower.
- In the Borrower Policy Exception list, add a record and complete the necessary fields.
- In the Comments field, type a detailed explanation for the policy exception.
To create a policy exception at the facility level
- Navigate to the Commercial Loan screen.
- In the Request list, drill down on a commercial loan request.
- Click the Policy Exception view tab.
- In the Borrower list, select a borrower.
- In the Loan Facility list, select a facility for the borrower.
- In the Loan Facility Policy Exception list, add a record and complete the necessary fields.
- In the Comments field, type a detailed explanation for the policy exception.
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