1. Loan Syndication
  2. Reference Information for Loan Syndication
  3. Named Agents Maintenance

2.17 Named Agents Maintenance

Specify the User ID and Password, and login to Homepage.
  1. On the homepage, type LBDNAMNT and click next arrow.
    The Named Agent Maintenance screen is displayed.

    Note:

    The fields which are marked in asterisk red are mandatory fields.

    Figure 2-19 Named Agent Maintenance


    Description of Figure 2-19 follows
    Description of "Figure 2-19 Named Agent Maintenance"

  2. You can maintain below details in this screen. For information on fields, refer to the field description table.

    Table 2-22 Named Agent Maintenance

    Fields Description
    Named Agent Select an appropriate named agent from the adjoining option list.
    Our Bank Agent Select this check box if the agent name belongs to the participant bank.
    Named Agent Name System displays the customer name of the customer you have selected as the named agent.
    Email Address Specify the path of the e-mail logo of the named agent.

    If the Email logo path is not maintained for the named agent, then system does not attach any logo in the outgoing e-mail messages.

    Note:

    This logo is attached in all outgoing e-mail messages for the participant/borrower associated with the named agent tranche/drawdown in the private label branch.
    Email Logo Path Specify the email logo path of named agent
    Fax Logo Path Specify the path of the logo for the named agent. This logo is attached in all outgoing automatic / free format fax messages for the participant/borrower associated with the named agent tranche/drawdown in Private label branch.
    Expense Code System defaults the expense code. However, you can amend the expense code/proof code.

    Note:

    • Amendment of expense code is not allowed in the named agent maintenance, if the named agent is associated with any active tranche.
    • You must ensure that only one expense code is created under private label branch for all the named agents. System does not perform any validation for multiple expense codes maintained under the private label branch.
    Proof Code System defaults the proof code. However, you can amend the expense code/proof code.

    Note:

    • Amendment of expense code/proof code is not allowed in the named agent maintenance, if the named agent is associated with any active tranche.
    • You must ensure that only one proof code is created under private label branch for all the named agents. System does not perform any validation for multiple proof codes maintained under the private label branch.
    MEI Code System displays the MEI code UDF value maintained in the Customer Maintenance screen in this field. If no MEI code is maintained for the customer, then system does not display any value.

    Note:

    System does not allow you to close the named agent maintenance, if any active tranches are associated with the named agent.

    Note:

    In case of data masking, if PII Allowed check box is not selected in User Maintenance screen, then E-mail Address, field value is masked. For more information, refer to Common Core - Security Management System User Guide.
    This topic contains following sub-topics:

Parent topic: Reference Information for Loan Syndication