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Siebel Finance Guide > Managing Commercial Loans > Assessment Templates for Loan ApprovalsThe assessment template must be set up so that end users can assess loan requests to determine whether they must go through the approval process. Some loan requests, with adequate assessment scores, might not be required to go through the approval stages. After an administrator sets up the assessment templates, end users can select the appropriate one and enter the answer for each attribute. Based on the answers, the final score is calculated. For more information on setting up an assessment template, see Applications Administration Guide. |
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