Adding Borrower Details to a Loan Request

Use the following procedure to add borrower details to a loan request.

To add borrower details to a loan request

1. Navigate to the Commercial Loan screen.

2. In the Requests list, drill down on a commercial loan request.

3. The Borrower Detail view appears.

4. In the Request Borrower list, select a borrower to which to add details.

5. Scroll down to the Public Rating list, add a record, and complete the necessary fields as described in the following table.

   Field	Description
   Source	Source of the ratings information such as Moodys.
   Rating	The rating level, such as AAA.
   Debt Type	Indicates whether long term or short term debt.

The Request Summary view is used to capture key credit decisions and approval stages for loan requests. This view is also used to capture decisions from credit committees.