Contents
1. Preface
1.1 Introduction
1.2 Audience
1.3 Documentation Accessibility
1.4 Acronyms and Abbreviations
1.5 Organization
1.6 Related Documents
1.7 Glossary of Icons
2. Corporate Loan Origination
2.1 Introduction
2.2 Maintaining Loan Prospect Details
2.2.1 Main Tab
2.2.2 Details Tab
2.2.3 Financial Tab
2.2.4 Requested Tab
2.2.5 Document Details
2.2.6 Conversation Details
2.2.7 History Tab
2.2.8 Corporate Tab
2.2.9 Viewing Loan Prospect Summary
2.3 Defining Bank Level Parameters for Lead ID
2.4 Simulating Corporate Loans
2.4.1 Loan Tab
2.4.2 Component Tab
2.4.3 Viewing Simulated Loan Details
2.5 Maintaining Credit Rating Rules
2.5.1 Main Tab
2.5.2 Risk Factor Tab
2.5.3 Specifying Credit Grades
2.5.4 Specifying Auto Decision
2.5.5 Viewing Credit Rule Summary
2.6 Credit Ratios
2.6.1 Maintaining Credit Ratios
2.6.2 Specifying Formula Details
2.6.3 Viewing Credit Ratio Summary
2.7 Maintaining Ratio Details
2.8 Pricing Details
2.8.1 Maintaining Pricing Details
2.8.2 Maintaining Pricing Formula
2.8.3 Maintaining Pricing Offer
2.8.4 Viewing Pricing Details Summary
2.9 Stages in Corporate Loan Origination
2.9.1 Process Flow Diagram
2.9.2 Process Matrix
2.10 Application Entry
2.10.1 Making Corporate Loan Application Entry
2.10.2 Main Tab
2.10.3 Details Tab
2.10.4 Financials Tab
2.10.5 Limits Tab
2.10.6 Collaterals Tab
2.10.7 Requested Tab
2.10.8 Comments Tab
2.10.9 Capturing Document Details
2.10.10 Capturing Trade In Details
2.10.11 Capturing Customer MIS
2.10.12 Capturing Customer Account MIS
2.10.13 Specifying Customer/Account Fields
2.10.14 Viewing Vehicle Evaluator
2.11 Application Verification
2.12 Internal KYC Review
2.13 External KYC Review
2.14 Underwriting
2.14.1 Collateral Tab
2.14.2 Credit Score Tab
2.14.3 Ratio Tab
2.14.4 Bureau Tab
2.14.5 Investigation Tab
2.14.6 Loan Tab
2.14.7 Component Tab
2.14.8 Charges Tab
2.14.9 Comments Tab
2.15 Loan Approval
2.16 Document Verification
2.17 Manual Retry
2.18 Auto Closure of Leads
3. Maintenances
3.1 Introduction
3.2 Defining Template for Calculating Ratios
4. Reports
4.1 Introduction
4.2 Pre-funding Contract Report
4.2.1 Generating Prefunding Contract Report
4.2.2 Contents of the Report
4.3 Funded Contracts Report
4.3.1 Generating Funded Contracts Report
4.3.2 Contents of the Report
4.4 Credit Application By User Report
4.4.1 Generating Credit Application by User Report
4.4.2 Contents of the Report
4.5 Underwriting Status By Month and Intermediary Report
4.5.1 Generating Underwriting Status By Month and Intermediary Report
4.5.2 Contents of the Report
4.6 Underwriting Status By Month and Underwriter Report
4.6.1 Generating Underwriting Status By Month and Underwriter Report
4.6.2 Contents of the Report
4.7 Underwriting Status By Month Report
4.7.1 Generating Underwriting Status By Month Report
4.7.2 Contents of the Report
5. Function ID Glossary