Siebel eFinance Guide > Commercial Loans > End-User Procedures >

Creating a Policy Exception

After setting up the loan details and adding all the necessary information to make a decision, end users can review loans and determine whether the loan request conforms to all of the organization's standard policies. If it does not, a policy exception can be created to explain.

Policy exceptions can be created at one of the following three levels:

To create a policy exception at the loan request level

  1. Navigate to the Commercial Loan screen.
  2. From the Show drop-down list, select My Requests.
  3. In the Request list, select a commercial loan request.
  4. Click the Request Detail view tab.
  5. Scroll down to the Request Policy Exceptions list and add a record.
  6. In the Type field, select a type of exception to add.
  7. In the Comments field, type a detailed explanation for the policy exception.

To create a policy exception at the borrower level

  1. Navigate to the Commercial Loan screen.
  2. From the Show drop-down list, select My Requests.
  3. In the Request list, select a commercial loan request.
  4. Click the Policy Exception view tab.
  5. In the Borrower list, select a borrower.
  6. In the Borrower Policy Exception list, add a record and complete the necessary fields.
  7. In the Comments field, type a detailed explanation for the policy exception.

To create a policy exception at the facility level

  1. Navigate to the Commercial Loan screen.
  2. From the Show drop-down list, select My Requests.
  3. In the Request list, select a commercial loan request.
  4. Click the Policy Exception view tab.
  5. In the Borrower list, select a borrower.
  6. In the Loan Facility list, select a facility for the borrower.
  7. In the Loan Facility Policy Exception list, add a record and complete the necessary fields.
  8. In the Comments field, type a detailed explanation for the policy exception.

 Siebel eFinance Guide 
 Published: 20 October 2003