6 Group Concentration Limit Documentation

This topic provides systematic instructions about the Limit Documentation of the Group Concentration Limit Proposal.

In this stage, the Group Concentration Limit proposal document can be generated and downloaded.

Note:

In this chapter, only the procedure to generate and download the proposal document is explained. For field level explanation, refer the Initiation chapter.

1. To acquire and edit the Group Concentration Limit documentation task, from Home screen, click Tasks. Under Tasks, click Free Tasks
   The Free Task page is displayed.

   Figure 6-1 Free Task

   
   

   
   Description of "Figure 6-1 Free Task"

   
   
2. Click Acquire & Edit in the required record. The Group Concentration Documentation - Customer Summary page is displayed.

   Figure 6-2 Customer Summary

   
   

   
   Description of "Figure 6-2 Customer Summary"

   
   
3. View the Customer Summary and click Next. The Liability Details page is displayed.
4. Click Next in the Liability Details page. The Draft Generation page is displayed.

   Figure 6-3 Draft Generation

   
   

   
   Description of "Figure 6-3 Draft Generation"

   
   
5. Click the Generate icon next to the search icon. Draft document will be generated.
6. Click the Download icon next to the search icon. Draft document will be downloaded.
7. To go to the next page, click Next. The Comments page is displayed.

   Figure 6-4 Comments

   
   Description of "Figure 6-4 Comments"
8. Post the Comments for this stage.
9. Click Submit. The Policy Exception Summary / Business window appears based on Business Process Maintenance.

   Figure 6-5 Policy Exception

   
   Description of "Figure 6-5 Policy Exception"
10. Click the Checklist data segment.

    Figure 6-6 Checklist

    
    Description of "Figure 6-6 Checklist"
11. Select the Outcome as Proceed.
12. Click Submit. The Group Concentration Limit proposal is moved to the Handoff stage.