2.1 Director Details/Management Profile Details

This topic provides the systematic instructions to management profile screen.

Use Management Profile screen to capture details of directors and management details of the customer detailing name, address, mailing address, contact details, communication details, shareholdings percentage and so on of the customer.

The Management Profile is a multi-entry segment. User can update multiple profiles. These are static information can should be captured for each draw down. This data segment contains certain PII (Personally Identifiable Information) fields, and the corresponding field information is masked in the data segment if the user identification has PII disabled at user maintenance level. Following fields are identified as PII fields in the applicant details data segment.

• Director Name
• Director Identification Number
• Address Line 1
• Email
• Telephone Number

1. In the Loan Origination, click Management Profile details tab and provide the required details.

   Figure 2-1 Management Profile Details

   
   

   
   Description of "Figure 2-1 Management Profile Details"

   
   

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 2-1 Management Profile Details - Field Description

   Field	Description
   Director Name	Enter the name of director of the company.
   Tax Identification Number	Enter the unique identification number of director.
   Nationality	Select the nationality of the director specify the list of country from where user will have an option to select the correct county form the displayed list.
   Share Holding %	Select the percentage of share each of the directors is holding.
   Address Line 1-3	Enter the director's official address.
   City	Enter the customer's city.
   Country Name	Select the list of country from where user will have an option to select the correct county form the displayed list.
   Zip Code	Enter the zip code of customer's city.
   Telephone Number	Enter the telephone number which is available for selected type of address.
   Email	Enter the Email ID which is available for selected type of address.
   Mailing address is different:	Captures the different address details of the director or Management if the mailing address is not same as above details. If Yes is selected, the following fields are enabled. Address Line 1-3: Enter the Director's official address. City: Enter the customer's city. Country Name: Select the list of country from where user will have an option to select the correct county form the displayed list. Zip Code: Enter the ZIP code of customer's city.

2. Click Management Profile to continue the procedure.