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. Maintenances
2.1 Introduction
2.2 SDE Maintenance
2.2.1 Maintaining System Data Elements
2.3 Ratio Template Definition
2.3.1 Defining Template for Calculating Ratios
2.4 Credit Ratios Maintenance
2.4.1 Maintaining Credit Ratio
2.4.2 Specifying Formula Details
2.4.3 Viewing Credit Ratio Summary
2.5 Ratio Benchmark Maintenance
2.5.1 Maintaining Benchmark Ratio
2.5.2 Viewing Benchmark Ratio Details
2.6 Document Verify Maintenance
2.6.1 Maintaining Document Details
2.6.2 Viewing Document Checklist Summary
2.7 Application Category Maintenance Details
2.7.1 Maintaining Application Category Details
2.7.2 Main Tab
2.7.3 Agency Tab
2.7.4 Viewing Application Category Summary
2.8 Conversation Capture Details
2.8.1 Creating Conversations
2.8.2 Uploading Documents
2.8.3 Viewing Conversation Summary
2.8.4 Viewing Conversations on User Dashboard
2.9 Dashboard
2.9.1 Maintaining Origination Dashboard Details
2.9.2 Specifying the Mapping Details
2.10 Bureau Maintenance Details
2.10.1 Maintaining Credit Bureau Details
2.10.2 Viewing Credit Bureau Summary
2.11 Rules Maintenance
2.11.1 Maintaining Credit Rating Rules
2.11.2 Main Tab
2.11.3 Risk Factor Tab
2.11.4 Specifying Credit Grades
2.11.5 Specifying Auto Decision
2.11.6 Viewing Credit Rule Summary
2.12 Queue Maintenance
2.12.1 Configuring Queues
2.13 Field Investigation Maintenance
2.13.1 Maintaining Field Investigation Details
2.13.2 FI Agency Tab
2.13.3 Valuation Agency Tab
2.13.4 Others Tab
2.13.5 Viewing Field Investigation Summary
2.14 Override Maintenance
2.14.1 Maintaining Override Details
2.14.2 Viewing Override Summary
2.15 Balance Sheet Size Maintenance
2.15.1 Maintaining Balance Sheet Size
2.15.2 Viewing Balance Sheet Size Details
2.16 Document Upload Maintenance
2.16.1 Maintaining Document Upload
2.16.2 Viewing Document Upload Details
2.17 Covenant Maintenance
2.17.1 Maintaining Covenant Process Initiation
2.18 Excel Upload Modify Screen
2.18.1 Uploading Modified Excel
2.18.2 Viewing Modified Excel Details
2.19 Landing Page Configuration
2.19.1 Configuring Landing Page
2.20 Entity Code Maintenance
2.20.1 Maintaining Entity Details
2.20.2 Corporate Tab
2.20.3 Director Tab
2.20.4 Duplicate Check
2.21 Entity Dependency Details
2.21.1 Maintaining Entity Dependency Details
2.22 Customer Economic Dependency Details
2.22.1 Maintaining Customer Economic Dependency Details
2.22.2 Supplier Details Tab
2.22.3 Consumer Details Tab
2.22.4 Lender Details Tab
2.22.5 Borrower Details Tab
2.22.6 Share Holder Details Tab
2.22.7 Guarantor Details Tab
2.22.8 Holdings Details Tab
3. Function ID Glossary