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Assessment Templates for Loan Approvals

The assessment template must be set up so that end users can assess loan requests to determine whether they need to go through the approval process. Some loan requests, with adequate assessment scores, may not be required to go through the approval stages. After an administrator sets up the assessment templates, end users can select the appropriate one and enter the answer for each attribute. Based on the answers, the final score is calculated.

For more information on setting up an assessment template, see Applications Administration Guide.

Siebel Finance Guide