Contents
1. Preface
1.1 Introduction
1.2 Audience
1.3 Documentation Accessibility
1.4 Organization
1.5 Acronyms and Abbreviations
1.6 Glossary of Icons
2. An Overview
2.1 Introduction
2.2 Dashboard Organization
3. Maintenances
3.1 Introduction
3.2 Dashboard Details
3.2.1 Maintaining Origination Dashboard Details
3.3 Dashboard or Alerts Roles
3.3.1 Mapping Dashboard and Alert User Roles
4. Dashboards
4.1 Introduction
4.2 Relationship Manager Dashboard
4.2.1 Viewing Relationship Manager Dashboard
4.2.2 Application Status Tracking
4.2.3 Over Utilized Applications
4.2.4 Document Missing Applications
4.2.5 Applications Pending Acceptance
4.2.6 Customer Portfolio
4.2.7 Relation Manager Dashboard on Monetary aspect
4.3 Covenant Renewals Dashboard
4.3.1 Viewing Covenant Renewals Dashboard
4.3.2 Facility Covenant Renewal
4.3.3 Collateral Covenant Renewal
4.4 Risk Officer Dashboard
4.4.1 Viewing Risk Officer Dashboard
4.4.2 Applications to be Approved
4.4.3 Potential Applications for Approval
4.4.4 Escalated Applications
4.4.5 Application Status Tracking
4.4.6 Productivity Dashboard
4.4.7 Applications from External Channels
5. Alerts
5.1 Introduction
5.2 Alerts
5.2.1 Maintaining Alerts
5.3 Alerts to Roles and User Profile
5.3.1 Mapping Alerts to Roles and User Profiles
5.4 User Preferences for Alerts Maintenance
5.4.1 Maintaining User Preferences for Alerts
5.5 User Settings
5.5.1 Switching On / Switching Off Alerts
5.6 Alerts Notification
5.6.1 Viewing Alert notifications
5.6.2 Blow Up Notifications
5.7 Notifications in Calender
5.7.1 Viewing Notifications in Calendar
5.7.2 Notes Tab
5.7.3 Reminders Tab
5.7.4 Aging Tasks Tab
5.7.5 External Alerts Tab
5.8 Alerts Dashboard
5.8.1 Viewing Alert Dashboard
6. Function ID Glossary