Creating Policy Exceptions (End User)

After setting up the loan details and adding all the necessary information to make a decision, end users can review loans and determine whether the loan request conforms to all of the organization’s standard policies. If the loan request does not conform, create a policy exception to explain the differences.

You can create policy exceptions at one of the following three levels:

• Loan request level

• Borrower level

• Facility level

To create a policy exception at the loan request level

1. Navigate to the Commercial Loan screen.

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

3. Click the Request Detail view tab.

4. Scroll down to the Request Policy Exceptions list and add a record.

5. In the Type field, select a type of exception to add.

6. In the Comments field, type a detailed explanation for the policy exception.