4. Reports

4.1 Introduction

This chapter deals with the various BIP reports that are available for the corporate loan origination process.

The selection options that you specified while generating the report a printed at the beginning of every report.

This chapter contains the following sections:

4.2 Pre-funding Contract Report

This section contains the following topics:

4.2.1 Generating Prefunding Contract Report

This report lists out all the applications verified for loans. You can invoke the ‘Prefunding Contract’ screen by typing ‘CLRPPFCR’ in the field at the top right corner of the Application tool bar and clicking on the adjoining arrow button.

Specify the following details:

Branch

Specify the branch for which you wish to generate the report. You can also select the branch from the adjoining option list. The list contains all the valid branches maintained in the system.

From Date

Specify, from the adjoining calendar button, the date from which you require details.

To Date

Specify, from the adjoining calendar button, the date till which you require details.

Click ‘OK’ button to generate the report. Click ‘Exit’ to return to the Reports Browser.

4.2.2 Contents of the Report

The contents of the report are discussed under the following heads:

Header

The Header carries the Report Name, Run Date and Time, Branch and the Period for which the report is generated.

Body of the Report

The following details are displayed in the report:

Field Name

Field Description

Branch

This is the branch code

Application Number

This is the application number

Stage

This is the stage at which the application lies

Application Date

This is the date of application

Currency

This s the currency of the contract

Product

This indicates the product for the contract

Value Date

This indicates the value date of the contract

Loan Amount

This indicates the loan amount

Contract Date

This indicates the contract date

Contract Interest

This indicates the rate of interest

Contract Term

This indicates the duration of the contract

Branch Total

This indicates the total number of records for the branch

4.3 Funded Contracts Report

This section contains the following topics:

4.3.1 Generating Funded Contracts Report

This report lists the applications funded for the loan. You can invoke the ‘Funded Contract’ screen by typing ‘CLRPFNCR’ in the field at the top right corner of the Application tool bar and clicking on the adjoining arrow button.

Specify the following details:

Branch Code

Specify the branch for which you wish to generate the report. You can also select the branch from the adjoining option list. The list contains all the valid branches maintained in the system.

From Date

Specify, from the adjoining calendar button, the date from which you require details.

To Date

Specify, from the adjoining calendar button, the date till which you require details.

Click ‘OK’ button to generate the report. Click ‘Exit’ to return to the Reports Browser.

4.3.2 Contents of the Report

The contents of the report are discussed under the following heads:

Header

The Header carries the Report Name, Run Date and Time, Branch and the Period for which the report is generated.

Body of the Report

The following details are displayed in the report:

Field Name

Field Description

Branch

This is the branch code

Application Number

This is the application number

Stage

This is the stage at which the application lies

Application Date

This is the date of application

Currency

This s the currency of the contract

Product

This indicates the product for the contract

Value Date

This indicates the value date of the contract

Loan Amount

This indicates the loan amount

Interest

This indicates the interest rate for the loan

Term

This indicates the duration of the contract

Branch Total

This indicates the total number of records for the branch

Maker

This indicates the user ID of the maker of the application

4.4 Credit Application By User Report

This section contains the following topics:

4.4.1 Generating Credit Application by User Report

This report lists out the number of credit applications entered by the user. You can invoke the ‘Credit Application By User’ screen by typing ‘CLRPCAUR’ in the field at the top right corner of the Application tool bar and clicking on the adjoining arrow button.

Specify the following details:

User

Specify the Id of the user for which you wish to generate the report. You can also select the ID from the adjoining option list. The list contains all the valid users maintained in the system.

Branch

Specify the branch for which you wish to generate the report. You can also select the branch from the adjoining option list. The list contains all the valid branches maintained in the system.

From Date

Specify, from the adjoining calendar button, the date from which you require details.

To Date

Specify, from the adjoining calendar button, the date till which you require details.

Click ‘OK’ button to generate the report. Click ‘Exit’ to return to the Reports Browser.

4.4.2 Contents of the Report

The contents of the report are discussed under the following heads:

Header

The Header carries the Report Name, Run Date and Time, Branch, User ID and the Period for which the report is generated.

Body of the Report

The following details are displayed in the report:

Field Name

Field Description

Branch

This indicates the branch code

Product

This indicates the product code under which the application is made

Application Num­ber

This indicates the credit application number

Stage

This indicates the stage at which the application lies

Application Date

This indicates the date on which the application was made

Contract Date

This indicates the contract date

Contract Currency

This is the currency of the contract

Contract Amount

This is the amount of the contract

Contract Term

This is the total term of the contract

Contract Interest

This is the interest applicable to the contract

Total

This indicates the total number of records for the branch

4.5 Underwriting Status By Month and Intermediary Re­port

This section contains the following topics:

4.5.1 Generating Underwriting Status By Month and Intermediary Report

This report lists application status by month and producer for loans. You can invoke the ‘Underwriting Status By Month and Intermediary Report’ screen by typing ‘CLRPUNMI’ in the field at the top right corner of the Application tool bar and clicking on the adjoining arrow button.

 

Specify the following details:

Intermediary Code

Specify the code of the intermediary for which you wish to generate the report. You can also select the ID from the adjoining option list. The list contains all the valid intermediaries maintained in the system.

Branch

Specify the branch for which you wish to generate the report. You can also select the branch from the adjoining option list. The list contains all the valid branches maintained in the system.

From Date

Specify, from the adjoining calendar button, the date from which you require details.

To Date

Specify, from the adjoining calendar button, the date till which you require details.

Click ‘OK’ button to generate the report. Click ‘Exit’ to return to the Reports Browser.

4.5.2 Contents of the Report

The contents of the report are discussed under the following heads:

Header

The Header carries the Report Name, Run Date and Time, Branch, Intermediary Code, Month for which report is being generated and the Period for which the report is generated.

Body of the Report

The following details are displayed in the report:

Field Name

Field Description

Branch

This is the branch

Product code

This is the product code

Application Num­ber

This is the loan application number

Stage

This is the stage at which the application lies

Application Date

This is the date on which the application was made

Contract Date

This is the date of the contract

Contract Currency

This is the currency of the contract

Contract Amount

This is the total contract amount

Contract Term

This is the total term of the contract

Contract Interest

This is the rate of interest applicable

Branch Total

This indicates the branch total

4.6 Underwriting Status By Month and Underwriter Report

This section contains the following topics:

4.6.1 Generating Underwriting Status By Month and Underwriter Report

This report lists application status by month and underwriter for loans. You can invoke the ‘Underwriting Status By Month and Underwriter Report’ screen by typing ‘CLRPUNMU’ in the field at the top right corner of the Application tool bar and clicking on the adjoining arrow button.

Specify the following details:

User

Specify the ID of the user for which you wish to generate the report. You can also select the ID from the adjoining option list. The list contains all the valid users with underwriter role maintained in the system.

Branch

Specify the branch for which you wish to generate the report. You can also select the branch from the adjoining option list. The list contains all the valid branches maintained in the system.

From Date

Specify, from the adjoining calendar button, the date from which you require details.

To Date

Specify, from the adjoining calendar button, the date till which you require details.

Click ‘OK’ button to generate the report. Click ‘Exit’ to return to the Reports Browser.

4.6.2 Contents of the Report

The contents of the report are discussed under the following heads:

Header

The Header carries the Report Name, Run Date and Time, Branch, Underwriter Code, Month for which report is being generated and the Period for which the report is generated.

Body of the Report

The following details are displayed in the report:

Field Name

Field Description

Branch

This is the branch

Product code

This is the product code

Application Num­ber

This is the loan application number

Stage

This is the stage at which the application lies

Application Date

This is the date on which the application was made

Contract Date

This is the date of the contract

Contract Currency

This is the currency of the contract

Contract Amount

This is the total contract amount

Contract Term

This is the total term of the contract

Contract Rate

This is the rate of interest applicable

Branch Total

This indicates the branch total

4.7 Underwriting Status By Month Report

This section contains the following topics:

4.7.1 Generating Underwriting Status By Month Report

This report lists application status by the month for loans. You can invoke the ‘Underwriting Status By Month Report’ screen by typing ‘CLRPUNMN’ in the field at the top right corner of the Application tool bar and clicking on the adjoining arrow button.

 

Specify the following details:

Branch

Specify the branch for which you wish to generate the report. You can also select the branch from the adjoining option list. The list contains all the valid branches maintained in the system.

From Date

Specify, from the adjoining calendar button, the date from which you require details.

To Date

Specify, from the adjoining calendar button, the date till which you require details.

Click ‘OK’ button to generate the report. Click ‘Exit’ to return to the Reports Browser.

4.7.2 Contents of the Report

The contents of the report are discussed under the following heads:

Header

The Header carries the Report Name, Run Date and Time, Branch, Intermediary Code, Month for which report is being generated and the Period for which the report is generated.

Body of the Report

The following details are displayed in the report:

Field Name

Field Description

Branch

This is the branch

Product code

This is the product code

Application Num­ber

This is the loan application number

Stage

This is the stage at which the application lies

Application Date

This is the date on which the application was made

Contract Date

This is the date of the contract

Contract Currency

This is the currency of the contract

Contract Amount

This is the total contract amount

Contract Term

This is the total term of the contract

Contract Rate

This is the rate of interest applicable

Total

This indicates the branch total