3.3.2 Mapping the Disclosure Code to a Product

Once you have defined the disclosure codes, you can specify the codes applicable to each product using the Product Disclosure Mapping screen.

Specify the User ID and Password, and login to Homepage.

From the Homepage, navigate to Loan Syndication - Borrower Product Definition screen.

From the Loan Syndication - Borrower Product Definition screen, click Preferences.

  1. From the Preferences screen, click Disclosure Details screen.
    The Product Disclosure Mapping screen is displayed.

    Figure 3-6 Product Disclosure Mapping

    Description of Figure 3-6 follows
    Description of "Figure 3-6 Product Disclosure Mapping"
  2. On invoking this screen, system displays the product details. If you have opened the above screen from a drawdown, the system display details of the drawdown product.
    • Disclosure Code

      You can select the disclosure code that you want to map to the product from the list of values.

    • Disclosure Description

      On selecting the disclosure code, the corresponding description is displayed. This defaults from the Disclosure Maintenance screen.

      To add or delete a disclosure code from the list, click Add Row or Delete Row buttons, respectively. Once you add a disclosure code, it can be associated with all future contracts booked with a product.

      Note:

      You can delete a disclosure code only if it is not linked to any contracts within the product.
    For more information on maintaining Disclosure Codes, refer the section Maintaining Reporting Requirements.