Contents

1. Preface

  • 1.1 Introduction
  • 1.2 Audience
  • 1.3 Documentation Accessibility
  • 1.4 Abbreviations
  • 1.5 Organization
  • 1.6 Related Documents
  • 1.7 Glossary of Icons

    • 2. Creation of Corporate Customer

  • 2.1 Introduction
  • 2.2 Stages in Customer Creation
  • 2.2.1 Input Customer Details
  • 2.2.2 Identify Customer Requirements
  • 2.2.3 Capture Details For IPCA Checks
  • 2.2.4 Capture Details for NCDD Checks
  • 2.2.5 Check Prospect for Credit History
  • 2.2.6 Retrieve Prospects Credit Report and Analyse
  • 2.2.7 Balance Sheet Analysis
  • 2.2.8 Prepare Note for InPrinciple Approval
  • 2.2.9 IPCA Decision
  • 2.2.10 Prospect Fit to Be a Customer
  • 2.2.11 Negotiation
  • 2.2.12 Obtain Customer Relationship Form
  • 2.2.13 Input Details For Customer Creation
  • 2.2.14 Verify Details For Customer Creation

    • 3. Function ID Glossary