1.1.2.2.1 Facilities and Collateral for Existing Customer

This topic describes the systematic instructions to Facilites and Collateral details screen for existing customer.

Facilities and Collateral details can be added for the application in the Enrichment Stage.

  1. Initiate a Loan Origination and navigate to a specific data segment.
  2. From Loan Origination , click Facilities and Collateral Details details tab and provide the required details.

    Figure 1-5 Facilities and Collateral Details

    Description of Figure 1-5 follows
    Description of "Figure 1-5 Facilities and Collateral Details "
    For information on the screen fields, refer to the field description table below.

    Table 1-4 Facilities and Collateral Details - Field Description

    Field Description
    Liability Number Displays the unique ID for the liabilities provided by the customer.
    Facility ID Specify or select the facility ID of the customer.
    Linkage Percent Select the linkage percent.

    The linkage percentage determines that can be less than, greater than, or equal to 100.

    Linkage Amount The linkage amount determines based on linkage percentage.
    Utilization Order Specify the Utilization order if any collateral are linked to the loan.
    Collateral Pool Code Select the collateral pool code.

    Code assigned to each collateral pool can be linked to a Liability while creating facility ID.

  3. Click Save & Close, to save and close the details.
  4. Click Next, to navigate to the next screen.