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 Maintaining Origination Dashboard Details
  • 3.2.1 Specifying the Mapping Details
  • 3.3 Mapping Dashboard and Alerts to User Roles

    • 4. Dashboards

  • 4.1 Introduction
  • 4.2 Relationship Manager Dashboard
  • 4.2.1 Application Status Tracking
  • 4.2.2 Over Utilized Applications
  • 4.2.3 Document Missing Applications
  • 4.2.4 Applications Pending Acceptance
  • 4.2.5 Customer Portfolio
  • 4.2.6 Relation Manager Dashboard on Monetary aspect
  • 4.3 Covenant Renewals Dashboard
  • 4.3.1 Facility Covenant Renewal
  • 4.3.2 Collateral Covenant Renewal
  • 4.4 Risk Officer Dashboard
  • 4.4.1 Applications to be Approved
  • 4.4.2 Potential Applications for Approval
  • 4.4.3 Escalated Applications
  • 4.4.4 Application Status Tracking
  • 4.4.5 Productivity Dashboard
  • 4.4.6 Applications from External Channels

    • 5. Alerts

  • 5.1 Introduction
  • 5.2 Maintaining Alerts
  • 5.3 Mapping Alerts to User Roles and User Profiles
  • 5.4 Maintaining User Preferences for Alerts
  • 5.5 Switching On / Switching Off Alerts
  • 5.6 Alerts Notification
  • 5.6.1 Blown Up Notifications
  • 5.7 Viewing Notifications in Calendar
  • 5.7.1 Notes Tab
  • 5.7.2 Reminders Tab
  • 5.7.3 Aging Tasks Tab
  • 5.7.4 External Alerts Tab
  • 5.8 Alerts Dashboard

    • 6. Function ID Glossary