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Siebel eFinance Guide > Commercial Loans >
End-User Procedures
The following end-user procedures are described in this section:
- To create a commercial loan request
- To add borrower details to a loan request
- To associate an approval level with a loan request
- To create or modify a credit issue for a commercial loan request
- To create a new facility and associate a borrower
- To syndicate a facility
- To set the pricing and fees for a facility
- To add a guarantor to a loan facility
- To add a covenant to a facility
- To copy existing covenants from one facility to another
- To add collateral to a loan facility
- To create a policy exception at the loan request level
- To create a policy exception at the borrower level
- To create a policy exception at the facility level
- To review an underwriting standard
- To review the group exposure
- To enter a credit decision for a commercial loan
- To assign a loan request to the next credit committee officer
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Siebel eFinance Guide Published: 20 October 2003 |