Contents
1. Preface
1.1 Introduction
1.2 Audience
1.3 Documentation Accessibility
1.4 Organization
1.5 Glossary of Icons
2. Relationship Manager
2.1 User Maintenance
2.1.1 Invoking User Maintenance Screen
2.1.2 Roles Button
2.2 RM Hierarchy Mapping
2.2.1 Invoking RM Hierarchy Mapping Screen
2.2.2 Viewing RM Hierarchy Mapping Summary
2.2.3 Viewing RM Hierarchy Summary
2.3 RM Mass Amendment
2.3.1 Changing Relationship Managers in Bulk
2.3.2 Viewing RM Mass Amendment Summary
3. Relationship Manager Reports
3.1 RM Report Parameters
3.1.1 Generating RM Report
3.1.2 Viewing RM Report Parameter Summary
3.2 Generating RM Reports
3.3 Upcoming Loan Payment Schedule Report
3.3.1 Generating Upcoming Payment Schedules Report
3.3.2 Contents of the Report
3.4 Non-performing Assets Report
3.4.1 Generating Non-Performing Assets Report
3.4.2 Contents of the Report
3.5 Blacklisted Customers from Internal Bank Report
3.5.1 Generating Blacklisted Customers from Internal Bank Report
3.6 Blacklisted Customers from Central Bank Report
3.6.1 Generating Blacklisted Customers from Central Bank Report
3.7 Overdue Schedules Report
3.7.1 Generating Overdue Schedules Report
3.7.2 Contents of the Report
3.8 Defaulted Loans from Customer-wise Report
3.8.1 Generating Defaulted Loans Customer-wise Report
3.8.2 Contents of the Report
3.9 Term Deposits Maturity Report
3.9.1 Generating Term Deposit Maturity Report
3.10 Term Deposits Closed Report
3.10.1 Generating Term Deposits Closed Report
3.11 Term Deposits Opened Report
3.11.1 Generating Term Deposits Opened Report
3.12 Term Deposits Exceeding Lien Limits Report
3.12.1 Generating Term Deposits Exceeding Lien Limit Report
3.13 Customer Transaction beyond Threshold Amount Report
3.13.1 Generating Customer Transaction beyond Threshold Amount Report
3.13.2 Contents of the Report
3.14 Inward Clearing Reject Report
3.14.1 Invoking Inward Clearing Reject Report
3.15 Outward Clearing Reject Report
3.15.1 Generating Outward Clearing Reject Report
3.16 Customers with Negative Balance Report
3.16.1 Generating Customers with Negative Balance Report
3.16.2 Contents of the Report
3.17 Customer Utilizing below their Limit Report
3.17.1 Generating Customer Utilizing Below their Limit Report
3.17.2 Contents of the Report
3.18 Customers Due for Collateral Revaluation Report
3.18.1 Generating Customers Due for Collateral Revaluation Report
3.18.2 Contents of the Report
3.19 Collaterals with Value Lesser than Utilized Limit Report
3.19.1 Generating Collaterals with Value Lesser than Utilized Limit Report
3.19.2 Contents of the Report
3.20 Customers Due for Credit Line Expiry Report
3.20.1 Generating Customers Due for Credit Line Expiry Report
3.20.2 Contents of the Report
3.21 Period Based Business Report
3.21.1 Generating Period Based Business Report
3.21.2 Contents of the Report
3.22 New CASA Accounts Report
3.22.1 Generating New CASA Accounts Report
3.22.2 Contents of the Report
3.23 New Loans Accounts Report
3.23.1 Generating New Loans Accounts Report
3.23.2 Contents of the Report
3.24 New TD Accounts Report
3.24.1 Generating New TD Accounts Report
3.24.2 Contents of the Report
3.25 Period based CASA Accounts Report
3.25.1 Generating Period based CASA Accounts Reports
3.25.2 Contents of the Report
3.26 Period based Loan Accounts Report
3.26.1 Generating Period based Loan Accounts Report
3.26.2 Contents of the Report
3.27 Period based TD Accounts Report
3.27.1 Generating Period based TD Accounts Report
3.27.2 Contents of the Report
3.28 Consolidated Customer Portfolio Report
3.28.1 Generating Consolidated Customer Portfolio Report
3.28.2 Contents of the Report
3.29 RM Mass Amendment Failure Report
3.29.1 Generating RM Mass Amendment Failure Report
3.29.2 Contents of the Report
4. Function ID Glossary