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 Maintaining System Data Elements
  • 2.3 Defining Template for Calculating Ratios
  • 2.4 Maintaining Credit Ratios
  • 2.4.1 Specifying Formula Details
  • 2.4.2 Viewing Credit Ratio Summary
  • 2.5 Maintaining Benchmark Ratio
  • 2.5.1 Viewing Benchmark Ratio Details
  • 2.6 Maintaining Document Details
  • 2.6.1 Viewing Document Checklist Summary
  • 2.7 Maintaining Application Category Details
  • 2.7.1 Main Tab
  • 2.7.2 Agency Tab
  • 2.7.3 Viewing Application Category Summary
  • 2.8 Creating Conversations
  • 2.8.1 Uploading Documents
  • 2.8.2 Viewing Conversation Summary
  • 2.8.3 Viewing Conversations on User Dashboard
  • 2.9 Maintaining Origination Dashboard Details
  • 2.9.1 Specifying the Mapping Details
  • 2.10 Maintaining Credit Bureau Details
  • 2.10.1 Viewing Credit Bureau Summary
  • 2.11 Maintaining Credit Rating Rules
  • 2.11.1 Main Tab
  • 2.11.2 Risk Factor Tab
  • 2.11.3 Specifying Credit Grades
  • 2.11.4 Specifying Auto Decision
  • 2.11.5 Viewing Credit Rule Summary
  • 2.12 Configuring Queues
  • 2.13 Maintaining Field Investigation Details
  • 2.13.1 FI Agency Tab
  • 2.13.2 Valuation Agency Tab
  • 2.13.3 Others Tab
  • 2.13.4 Viewing Field Investigation Summary
  • 2.14 Maintaining Override Details
  • 2.14.1 Viewing Override Summary
  • 2.15 Maintaining Balance Sheet Size
  • 2.15.1 Viewing Balance Sheet Size Details
  • 2.16 Maintaining Document Upload
  • 2.16.1 Viewing Document Upload Details
  • 2.17 Covenant Maintenance
  • 2.18 Uploading Modified Excel
  • 2.18.1 Viewing Modified Excel Details
  • 2.19 Configuring Landing Page
  • 2.20 Maintaining Entity Details
  • 2.20.1 Corporate Tab
  • 2.20.2 Director Tab
  • 2.20.3 Duplicate Check
  • 2.21 Maintaining Entity Dependency Details
  • 2.22 Maintaining Customer Economic Dependency Details
  • 2.22.1 Supplier Details Tab
  • 2.22.2 Consumer Details Tab
  • 2.22.3 Lender Details Tab
  • 2.22.4 Borrower Details Tab
  • 2.22.5 Share Holder Details Tab
  • 2.22.6 Guarantor Details Tab
  • 2.22.7 Holdings Details Tab

    • 3. Function ID Glossary