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. Corporate Loan Origination

  • 2.1 Introduction
  • 2.2 Maintaining Loan Prospect Details
  • 2.2.1 Main Tab
  • 2.2.2 Details Tab
  • 2.2.3 Financial Tab
  • 2.2.4 Requested Tab
  • 2.2.5 Document Details
  • 2.2.6 Conversation Details
  • 2.2.7 History Tab
  • 2.2.8 Corporate Tab
  • 2.2.9 Viewing Loan Prospect Summary
  • 2.3 Defining Bank Level Parameters for Lead ID
  • 2.4 Simulating Corporate Loans
  • 2.4.1 Loan Tab
  • 2.4.2 Component Tab
  • 2.4.3 Viewing Simulated Loan Details
  • 2.5 Maintaining Credit Rating Rules
  • 2.5.1 Main Tab
  • 2.5.2 Risk Factor Tab
  • 2.5.3 Specifying Credit Grades
  • 2.5.4 Specifying Auto Decision
  • 2.5.5 Viewing Credit Rule Summary
  • 2.6 Credit Ratios
  • 2.6.1 Maintaining Credit Ratios
  • 2.6.2 Specifying Formula Details
  • 2.6.3 Viewing Credit Ratio Summary
  • 2.7 Maintaining Ratio Details
  • 2.8 Pricing Details
  • 2.8.1 Maintaining Pricing Details
  • 2.8.2 Maintaining Pricing Formula
  • 2.8.3 Maintaining Pricing Offer
  • 2.8.4 Viewing Pricing Details Summary
  • 2.9 Stages in Corporate Loan Origination
  • 2.9.1 Process Flow Diagram
  • 2.9.2 Process Matrix
  • 2.10 Application Entry
  • 2.10.1 Making Corporate Loan Application Entry
  • 2.10.2 Main Tab
  • 2.10.3 Details Tab
  • 2.10.4 Financials Tab
  • 2.10.5 Limits Tab
  • 2.10.6 Collaterals Tab
  • 2.10.7 Requested Tab
  • 2.10.8 Comments Tab
  • 2.10.9 Capturing Document Details
  • 2.10.10 Capturing Trade In Details
  • 2.10.11 Customer Channel Button
  • 2.10.12 Account Channel Button
  • 2.10.13 Capturing Customer MIS
  • 2.10.14 Capturing Customer Account MIS
  • 2.10.15 Specifying Customer/Account Fields
  • 2.10.16 Viewing Vehicle Evaluator
  • 2.11 Application Verification
  • 2.12 Internal KYC Review
  • 2.13 External KYC Review
  • 2.14 Underwriting
  • 2.14.1 Collateral Tab
  • 2.14.2 Credit Score Tab
  • 2.14.3 Ratio Tab
  • 2.14.4 Bureau Tab
  • 2.14.5 Investigation Tab
  • 2.14.6 Loan Tab
  • 2.14.7 Component Tab
  • 2.14.8 Charges Tab
  • 2.14.9 Comments Tab
  • 2.15 Loan Approval
  • 2.16 Document Verification
  • 2.17 Manual Retry
  • 2.18 Auto Closure of Leads

    • 3. Maintenances

  • 3.1 Introduction
  • 3.2 Defining Template for Calculating Ratios

    • 4. Reports

  • 4.1 Introduction
  • 4.2 Pre-funding Contract Report
  • 4.2.1 Generating Prefunding Contract Report
  • 4.2.2 Contents of the Report
  • 4.3 Funded Contracts Report
  • 4.3.1 Generating Funded Contracts Report
  • 4.3.2 Contents of the Report
  • 4.4 Credit Application By User Report
  • 4.4.1 Generating Credit Application by User Report
  • 4.4.2 Contents of the Report
  • 4.5 Underwriting Status By Month and Intermediary Report
  • 4.5.1 Generating Underwriting Status By Month and Intermediary Report
  • 4.5.2 Contents of the Report
  • 4.6 Underwriting Status By Month and Underwriter Report
  • 4.6.1 Generating Underwriting Status By Month and Underwriter Report
  • 4.6.2 Contents of the Report
  • 4.7 Underwriting Status By Month Report
  • 4.7.1 Generating Underwriting Status By Month Report
  • 4.7.2 Contents of the Report

    • 5. Function ID Glossary