2.3 Loans Application Status

This topic describes the information about Loans Application Status widget. The loan application status widget is used to see the list of applications with their application category and count.

It displays the list of applications that are created by the relationship manager and reportees. System displays the lifecycle application count that are created in the system. For every lifecycle process (Loan Origination, Restructuring, and Draft Proposal), system displays the application count under each application category created.

Figure 2-3 Loan Application Status

Description of "Figure 2-3 Loan Application Status"

On click of count shown under each application category, a summary view of loan contracts is displayed with the Loan Application Reference Number, Loan Amount, Currency and Customer Name. The bank user can perform the following actions:

• On click of Loan application reference, loan details are displayed in a detailed view.
• In addition, bank users can view the process flow diagram of the loan application showcasing the list of process/stages which the application flows through and the current stage where the application is held with.
• Users can filter the widget such that the user can view the loan applications based on the following search criteria.
  • Customer Name
  • Customer Number
  • Relationship Manager
  • Application Number
  • Business Product
  • From Date
  • To Date
  • Loan Amount
  • Loan Currency
• The users can apply one or multiple filters. Once the user logs in, all the local filter and global filter is set to reset.

  Figure 2-4 Loan Application Status filters

  
  Description of "Figure 2-4 Loan Application Status filters"
  • Users can sort the displayed results under various categories.
  • Helps the bank user to identify the exact status of the application.