Contents

1. Preface

  • 1.1 Introduction
  • 1.2 Audience
  • 1.3 Documentation Accessibility
  • 1.4 Organization
  • 1.5 Acronyms and Abbreviations
  • 1.6 Related Documents
  • 1.7 Glossary of Icons
  • 2. An Overview

  • 2.1 Dashboard Organization
  • 3. Maintenances

  • 3.1 Origination Dashboard Details
  • 3.1.1 Maintaining Origination Dashboard Details
  • 3.1.2 Specifying the Mapping Details
  • 3.2 Maintaining Origination Dashboard Role Details
  • 4. Dashboards

  • 4.1 Loan Officer (Maker) Dashboard
  • 4.1.1 My Transaction Event Status
  • 4.1.2 Parked Loans
  • 4.1.3 EOD Exceptions
  • 4.1.4 Bulletin Board
  • 4.1.5 Watch List Accounts
  • 4.1.6 Wakala to Murabaha Conversion
  • 4.2 Loan Authorizer Dashboard
  • 4.2.1 Pending New Loans
  • 4.2.2 Pending Life Cycle Events
  • 4.2.3 EOD Exceptions
  • 4.2.4 Bulletin Board
  • 4.3 Loan Supervisor Dashboard
  • 4.3.1 Loan User Event Wise Report
  • 4.3.2 EOD Exceptions
  • 4.3.3 Bulletin Board
  • 4.4 Trade Maker Dashboard
  • 4.4.1 My Transaction Event Status
  • 4.4.2 Parked Transactions
  • 4.4.3 EOD Exceptions
  • 4.4.4 Bulletin Board
  • 4.5 Trade Authorizer Dashboard
  • 4.5.1 Pending New Contracts
  • 4.5.2 Pending Life Cycle Events
  • 4.5.3 EOD Exceptions
  • 4.5.4 Bulletin Board
  • 4.6 Trade Supervisor Dashboard
  • 4.6.1 Trade User Event Wise Report
  • 4.6.2 Trade Re-assignment
  • 4.6.3 EOD Exceptions
  • 4.6.4 Bulletin Board
  • 4.7 Branch Manager Dashboard
  • 4.7.1 TDs Maturing Details
  • 4.7.2 Loans Maturing Details
  • 4.7.3 Business Opportunities
  • 4.7.4 Watch List Accounts
  • 4.7.5 Pending Authorization Contracts
  • 4.7.6 Bulletin Board
  • 4.8 Relationship Manager Dashboard
  • 4.8.1 Business Opportunities
  • 4.8.2 Business Done for the Month – Self
  • 4.8.3 Business Done for the Month – Team
  • 4.8.4 Customer Upgrade/Downgrade
  • 4.8.5 Loans & TDs Maturing
  • 4.8.6 Bulletin Board
  • 4.9 Origination Dashboards
  • 4.10 Organizing Dashboards
  • 5. Function ID Glossary