Siebel Finance Guide > Managing Commercial Loans >

Assigning Loan Requests (End User)

After a credit committee officer enters a decision about a loan request, the end user can assign the request to the next credit committee officer.

To assign a loan request to the next credit committee officer

  1. Navigate to the Commercial Loan screen.
  2. From the Show drop-down list, select My Requests.
  3. In the Request list, drill down on a commercial loan request.
  4. Click the Request Summary view tab.
  5. In the Decision list, select the next credit committee officer, and click Assign.
Siebel Finance Guide