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Siebel eFinance Guide > Commercial Loans > Administrator Procedures >
Setting Up an Approval Level
Siebel eFinance supports an automated commercial loan approval process. The administrator is responsible for setting up a financial institution's approval levels and the corresponding approval stages. For example, an administrator may set two approval levels: one for commercial loans under one million dollars, the other for commercial loans over one million dollars. The approval level assigned to a loan request depends on the details of the loan.
To set up the approval level for a commercial loan
- From the application-level menu, choose View > Site Map > Finance Administration > Commercial Loan.
- Click the Approval Administration view tab.
- To create a new approval level, add a record in the Approval Administration list, and complete the necessary fields.
- To add an approval stage, add a record in the Approval Stages list, and complete the necessary fields.
Some fields are described in the following table.
NOTE: To modify an existing approval level, in the Approval Administration list, select a record in the Approval Administration list, and update the records in the Approval Stages list.
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Siebel eFinance Guide Published: 20 October 2003 |