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