Contents

1. Preface

  • 1.1 Introduction
  • 1.2 Audience
  • 1.3 Documentation Accessibility
  • 1.4 Organization
  • 1.5 Acronyms and Abbreviations
  • 1.6 Glossary of Icons
  • 2. An Overview

  • 2.1 Introduction
  • 2.2 Dashboard Organization
  • 3. Maintenances

  • 3.1 Introduction
  • 3.2 Dashboard Details
  • 3.2.1 Maintaining Origination Dashboard Details
  • 3.3 Dashboard or Alerts Roles
  • 3.3.1 Mapping Dashboard and Alert User Roles
  • 4. Dashboards

  • 4.1 Introduction
  • 4.2 Relationship Manager Dashboard
  • 4.2.1 Viewing Relationship Manager Dashboard
  • 4.2.2 Application Status Tracking
  • 4.2.3 Over Utilized Applications
  • 4.2.4 Document Missing Applications
  • 4.2.5 Applications Pending Acceptance
  • 4.2.6 Customer Portfolio
  • 4.2.7 Relation Manager Dashboard on Monetary aspect
  • 4.3 Covenant Renewals Dashboard
  • 4.3.1 Viewing Covenant Renewals Dashboard
  • 4.3.2 Facility Covenant Renewal
  • 4.3.3 Collateral Covenant Renewal
  • 4.4 Risk Officer Dashboard
  • 4.4.1 Viewing Risk Officer Dashboard
  • 4.4.2 Applications to be Approved
  • 4.4.3 Potential Applications for Approval
  • 4.4.4 Escalated Applications
  • 4.4.5 Application Status Tracking
  • 4.4.6 Productivity Dashboard
  • 4.4.7 Applications from External Channels
  • 5. Alerts

  • 5.1 Introduction
  • 5.2 Alerts
  • 5.2.1 Maintaining Alerts
  • 5.3 Alerts to Roles and User Profile
  • 5.3.1 Mapping Alerts to Roles and User Profiles
  • 5.4 User Preferences for Alerts Maintenance
  • 5.4.1 Maintaining User Preferences for Alerts
  • 5.5 User Settings
  • 5.5.1 Switching On / Switching Off Alerts
  • 5.6 Alerts Notification
  • 5.6.1 Viewing Alert notifications
  • 5.6.2 Blow Up Notifications
  • 5.7 Notifications in Calender
  • 5.7.1 Viewing Notifications in Calendar
  • 5.7.2 Notes Tab
  • 5.7.3 Reminders Tab
  • 5.7.4 Aging Tasks Tab
  • 5.7.5 External Alerts Tab
  • 5.8 Alerts Dashboard
  • 5.8.1 Viewing Alert Dashboard
  • 6. Function ID Glossary