Application Tracker
The Application Tracker enables the corporate to view the current status of submitted applications and also to retrieve and resume applications that have been saved as draft. User can search for the required application using various search criteria.
Through the Application Tracker, a corporate user can perform the following actions:
- View submitted application: The Application Tracker enables the corporate user to view details of submitted applications, which include viewing current status of the application, application summary and viewing the documents uploaded as a part of the loan application process.
- Resume draft applications: While filling out an application form, the user has the option to save the application as draft. The saved application can be viewed and resumed via the Application Tracker.
How to reach here:
Toggle menu > Application Tracker > Loan
To track an application:
- Click on the Loan option in the Application Tracker page.
- The Application Tracker- Loan screen appears with the Draft, Submitted, In Progress, and Completed tabs.
Application Tracker - Loans
This screen lists down all the loan applications that are submitted by all the users of the corporate from Digital Banking Platform and also the applications saved as draft by the logged in corporate user.
All the submitted applications get listed under different tabs (Draft, Submitted. In Progress, Completed) depending upon their current status at mid office/back office level. Applications which are saved by the user are available under the Draft tab from where the user can select an application and resume it. Corporates can choose to view the complete details of the submitted application by clicking on each application card. An option is provided to search for a specific application with the application reference number. Filters are also provided to sort applications based on the request type and time of submission.
Field Description
|
Field Name |
Description |
|---|---|
|
Application Tracker - Loan |
|
|
<Party Name> |
An option to select the required corporate party for whom the loan drawdown application was initiated/submitted. |
|
Search By Reference Id |
An option to search for the application, using the transaction reference number, that is generated by the bank at the time the application is submitted or saved as draft. In case the user is searching the data under ‘Draft’ section, Transaction ID is OBDX reference number. In case the user is searching the data under ‘Submitted’, ‘Completed’ or ‘In Progress’ section, Transaction ID is the Application Reference number generated by the mid office system. |
|
Filter ( |
|
|
Request Type |
Option to filter the application with the request type. The options are:
|
|
Duration |
Option to filter the facility applications based on the time of submission. The options are:
|
|
Search Result The application cards are displayed. |
|
|
Application cards |
|
|
Loan Product Name |
The name of the product for which the loan drawdown application is submitted. |
|
Application Name |
The name which is given by the user while saving the application in draft form. This is displayed only for applications which are saved as ‘Draft’. |
|
Status |
The current application's progress.
|
|
Transaction Reference Number |
The transaction reference number as generated by the bank at the time the application was submitted or saved as draft. In case the user is searching the data under ‘Draft’ section, Transaction ID is OBDX reference number. In case the user is searching the data under ‘Submitted’, ‘Completed’ or ‘In Progress’ section, Transaction ID is Application Reference number generated by the mid office system. |
|
Amount |
The amount with the specific currency for which the loan request is submitted. This is displayed only for the applications which are in Submitted, In-Progress and Completed status. |
|
Submitted On |
The date and time when the application was submitted. This is displayed only for the applications which are in Submitted, In-Progress and Completed status. |
|
Last Saved On |
The date and time when the specific application was saved or updated. This is displayed only for the applications which are in Draft status. |
- From the list of corporate party names, select the required party for whom the loan is applied. The list of applications applied under the selected party, appears.
- Search or filter an application as follows:
- In the Search By Reference Id field, enter the transaction reference number by which the application is to be searched, and click
.
OR
Click the
icon, and select the required options from the Request Type list and/or the Duration list.- You can click Reset to clear the criteria selected.
- In the Search By Reference Id field, enter the transaction reference number by which the application is to be searched, and click
- The loan application cards appear based on the search criteria.
If you click on a card whose status is Draft, it opens the loan application where you can fill or update the details and submit it.
OR
If you click a card whose status is In Progress, it opens the loan application which is getting processed in the mid office and is yet to be approved or rejected. You can only view the details of such an application, but not edit it.
OR
Click Cancel to cancel the transaction.
OR
Click Back to navigate to the previous screen.
Note: Click 
against the selected draft application to delete it.
FAQ
In the absence of complete information, can I save the application and complete it at a later stage?
For how long the application will be available as Draft?
At which stage can I submit the loan drawdown application?
From where can I see the status of my loan drawdown application?
Can I apply for a corporate loan drawdown for my linked party ID?
Is there any amount limit for applying for a loan drawdown from OBDX?
Can I modify any information filled as a part of original loan drawdown application?
Can I withdraw or cancel the loan drawdown application using OBDX?