This chapter deals with the various BIP reports that are available for the corporate loan origination process.
The selection options that you specified while generating the report a printed at the beginning of every report.
This chapter contains the following sections:
This section contains the following topics:
This report lists out all the applications verified for loans. You can invoke the ‘Prefunding Contract’ screen by typing ‘CLRPPFCR’ in the field at the top right corner of the Application tool bar and clicking on the adjoining arrow button.
Specify the following details:
Branch
Specify the branch for which you wish to generate the report. You can also select the branch from the adjoining option list. The list contains all the valid branches maintained in the system.
From Date
Specify, from the adjoining calendar button, the date from which you require details.
To Date
Specify, from the adjoining calendar button, the date till which you require details.
Click ‘OK’ button to generate the report. Click ‘Exit’ to return to the Reports Browser.
The contents of the report are discussed under the following heads:
Header
The Header carries the Report Name, Run Date and Time, Branch and the Period for which the report is generated.
Body of the Report
The following details are displayed in the report:
Field Name |
Field Description |
Branch |
This is the branch code |
Application Number |
This is the application number |
Stage |
This is the stage at which the application lies |
Application Date |
This is the date of application |
Currency |
This s the currency of the contract |
Product |
This indicates the product for the contract |
Value Date |
This indicates the value date of the contract |
Loan Amount |
This indicates the loan amount |
Contract Date |
This indicates the contract date |
Contract Interest |
This indicates the rate of interest |
Contract Term |
This indicates the duration of the contract |
Branch Total |
This indicates the total number of records for the branch |
This section contains the following topics:
This report lists the applications funded for the loan. You can invoke the ‘Funded Contract’ screen by typing ‘CLRPFNCR’ in the field at the top right corner of the Application tool bar and clicking on the adjoining arrow button.
Specify the following details:
Branch Code
Specify the branch for which you wish to generate the report. You can also select the branch from the adjoining option list. The list contains all the valid branches maintained in the system.
From Date
Specify, from the adjoining calendar button, the date from which you require details.
To Date
Specify, from the adjoining calendar button, the date till which you require details.
Click ‘OK’ button to generate the report. Click ‘Exit’ to return to the Reports Browser.
The contents of the report are discussed under the following heads:
Header
The Header carries the Report Name, Run Date and Time, Branch and the Period for which the report is generated.
Body of the Report
The following details are displayed in the report:
Field Name |
Field Description |
Branch |
This is the branch code |
Application Number |
This is the application number |
Stage |
This is the stage at which the application lies |
Application Date |
This is the date of application |
Currency |
This s the currency of the contract |
Product |
This indicates the product for the contract |
Value Date |
This indicates the value date of the contract |
Loan Amount |
This indicates the loan amount |
Interest |
This indicates the interest rate for the loan |
Term |
This indicates the duration of the contract |
Branch Total |
This indicates the total number of records for the branch |
Maker |
This indicates the user ID of the maker of the application |
This section contains the following topics:
This report lists out the number of credit applications entered by the user. You can invoke the ‘Credit Application By User’ screen by typing ‘CLRPCAUR’ in the field at the top right corner of the Application tool bar and clicking on the adjoining arrow button.
Specify the following details:
User
Specify the Id of the user for which you wish to generate the report. You can also select the ID from the adjoining option list. The list contains all the valid users maintained in the system.
Branch
Specify the branch for which you wish to generate the report. You can also select the branch from the adjoining option list. The list contains all the valid branches maintained in the system.
From Date
Specify, from the adjoining calendar button, the date from which you require details.
To Date
Specify, from the adjoining calendar button, the date till which you require details.
Click ‘OK’ button to generate the report. Click ‘Exit’ to return to the Reports Browser.
The contents of the report are discussed under the following heads:
Header
The Header carries the Report Name, Run Date and Time, Branch, User ID and the Period for which the report is generated.
Body of the Report
The following details are displayed in the report:
Field Name |
Field Description |
Branch |
This indicates the branch code |
Product |
This indicates the product code under which the application is made |
Application Number |
This indicates the credit application number |
Stage |
This indicates the stage at which the application lies |
Application Date |
This indicates the date on which the application was made |
Contract Date |
This indicates the contract date |
Contract Currency |
This is the currency of the contract |
Contract Amount |
This is the amount of the contract |
Contract Term |
This is the total term of the contract |
Contract Interest |
This is the interest applicable to the contract |
Total |
This indicates the total number of records for the branch |
This section contains the following topics:
This report lists application status by month and producer for loans. You can invoke the ‘Underwriting Status By Month and Intermediary Report’ screen by typing ‘CLRPUNMI’ in the field at the top right corner of the Application tool bar and clicking on the adjoining arrow button.
Specify the following details:
Intermediary Code
Specify the code of the intermediary for which you wish to generate the report. You can also select the ID from the adjoining option list. The list contains all the valid intermediaries maintained in the system.
Branch
Specify the branch for which you wish to generate the report. You can also select the branch from the adjoining option list. The list contains all the valid branches maintained in the system.
From Date
Specify, from the adjoining calendar button, the date from which you require details.
To Date
Specify, from the adjoining calendar button, the date till which you require details.
Click ‘OK’ button to generate the report. Click ‘Exit’ to return to the Reports Browser.
The contents of the report are discussed under the following heads:
Header
The Header carries the Report Name, Run Date and Time, Branch, Intermediary Code, Month for which report is being generated and the Period for which the report is generated.
Body of the Report
The following details are displayed in the report:
Field Name |
Field Description |
Branch |
This is the branch |
Product code |
This is the product code |
Application Number |
This is the loan application number |
Stage |
This is the stage at which the application lies |
Application Date |
This is the date on which the application was made |
Contract Date |
This is the date of the contract |
Contract Currency |
This is the currency of the contract |
Contract Amount |
This is the total contract amount |
Contract Term |
This is the total term of the contract |
Contract Interest |
This is the rate of interest applicable |
Branch Total |
This indicates the branch total |
This section contains the following topics:
This report lists application status by month and underwriter for loans. You can invoke the ‘Underwriting Status By Month and Underwriter Report’ screen by typing ‘CLRPUNMU’ in the field at the top right corner of the Application tool bar and clicking on the adjoining arrow button.
Specify the following details:
User
Specify the ID of the user for which you wish to generate the report. You can also select the ID from the adjoining option list. The list contains all the valid users with underwriter role maintained in the system.
Branch
Specify the branch for which you wish to generate the report. You can also select the branch from the adjoining option list. The list contains all the valid branches maintained in the system.
From Date
Specify, from the adjoining calendar button, the date from which you require details.
To Date
Specify, from the adjoining calendar button, the date till which you require details.
Click ‘OK’ button to generate the report. Click ‘Exit’ to return to the Reports Browser.
The contents of the report are discussed under the following heads:
Header
The Header carries the Report Name, Run Date and Time, Branch, Underwriter Code, Month for which report is being generated and the Period for which the report is generated.
Body of the Report
The following details are displayed in the report:
Field Name |
Field Description |
Branch |
This is the branch |
Product code |
This is the product code |
Application Number |
This is the loan application number |
Stage |
This is the stage at which the application lies |
Application Date |
This is the date on which the application was made |
Contract Date |
This is the date of the contract |
Contract Currency |
This is the currency of the contract |
Contract Amount |
This is the total contract amount |
Contract Term |
This is the total term of the contract |
Contract Rate |
This is the rate of interest applicable |
Branch Total |
This indicates the branch total |
This section contains the following topics:
This report lists application status by the month for loans. You can invoke the ‘Underwriting Status By Month Report’ screen by typing ‘CLRPUNMN’ in the field at the top right corner of the Application tool bar and clicking on the adjoining arrow button.
Specify the following details:
Branch
Specify the branch for which you wish to generate the report. You can also select the branch from the adjoining option list. The list contains all the valid branches maintained in the system.
From Date
Specify, from the adjoining calendar button, the date from which you require details.
To Date
Specify, from the adjoining calendar button, the date till which you require details.
Click ‘OK’ button to generate the report. Click ‘Exit’ to return to the Reports Browser.
The contents of the report are discussed under the following heads:
Header
The Header carries the Report Name, Run Date and Time, Branch, Intermediary Code, Month for which report is being generated and the Period for which the report is generated.
Body of the Report
The following details are displayed in the report:
Field Name |
Field Description |
Branch |
This is the branch |
Product code |
This is the product code |
Application Number |
This is the loan application number |
Stage |
This is the stage at which the application lies |
Application Date |
This is the date on which the application was made |
Contract Date |
This is the date of the contract |
Contract Currency |
This is the currency of the contract |
Contract Amount |
This is the total contract amount |
Contract Term |
This is the total term of the contract |
Contract Rate |
This is the rate of interest applicable |
Total |
This indicates the branch total |