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 Defining Bank Level Parameters for Lead ID

2.3 Maintaining Credit Rating Rules

2.3.1 Main Tab

2.3.2 Risk Factor Tab

2.3.3 Specifying Credit Grades

2.3.4 Specifying Auto Decision

2.3.5 Viewing Credit Rule Summary

2.4 Credit Ratios

2.4.1 Maintaining Credit Ratios

2.4.2 Specifying Formula Details

2.4.3 Viewing Credit Ratio Summary

2.5 Maintaining Ratio Details

2.6 Pricing Details

2.6.1 Maintaining Pricing Details

2.6.2 Maintaining Pricing Formula

2.6.3 Maintaining Pricing Offer

2.6.4 Viewing Pricing Details Summary

2.7 Stages in Corporate Loan Origination

2.7.1 Process Flow Diagram

2.7.2 Process Matrix

2.8 Application Entry

2.8.1 Making Corporate Loan Application Entry

2.8.2 Main Tab

2.8.3 Details Tab

2.8.4 Financials Tab

2.8.5 Limits Tab

2.8.6 Requested Tab

2.8.7 Comments Tab

2.8.8 Capturing Document Details

2.8.9 Capturing Trade In Details

2.8.10 Customer Channel Button

2.8.11 Account Channel Button

2.8.12 Capturing Customer MIS

2.8.13 Capturing Customer Account MIS

2.8.14 Specifying Customer/Account Fields

2.9 Application Verification

2.10 Underwriting

2.10.1 Credit Score Tab

2.10.2 Ratio Tab

2.10.3 Bureau Tab

2.10.4 Investigation Tab

2.10.5 Loan Tab

2.10.6 Schedules tab

2.10.7 Charges Tab

2.10.8 Comments Tab

2.11 Loan Approval

2.12 Document Verification

2.13 Manual Retry

3. Maintenances

3.1 Introduction

3.2 Defining Template for Calculating Ratios

4. Function ID Glossary