3.12 Comments

The Comments page allows to capture the remarks for the overall process. Posting comments help the user in next stage to better understand the application. If you click Next in the Summary screen, the Comments screen is displayed.

Figure 3-62 Comments


Description of Figure 3-62 follows
Description of "Figure 3-62 Comments"

For information on fields in the Comments screen, refer the below table.

Table 3-28 Comments

Fields/ Icons Description
Post Enter the necessary comments in the text box and click Post. The comment is posted.
Hold Click Hold, to hold the credit proposal initiation process.
Back Click Back, to go back to the previous stage.
Save & Close Click Save & Close, to save the process for future edit.
Submit Click Submit, to submit the enriched application for evaluation.
Cancel Click Cancel, to exit the process without saving the information.
On clicking Submit, the Policy Exception window is displayed.

Figure 3-63 Policy Exception


Description of Figure 3-63 follows
Description of "Figure 3-63 Policy Exception"

By default, Policy Exceptions are displayed for both the party and its child party.

  1. To view the policy exception detail specific to party or child party, select the party from the drop-down list at top left corner.
  2. The fields which will get validated are:
    • Customer Conditions
    • Customer Covenants
    • Facility Category

    Note:

    For more information, refer to the Policy Definition user manual, Policy Initiation > Policy Definition section.
  3. Click Business data segment.
  4. Click Checklist data segment.

    Note:

    Using business process definition Checklist can be maintained for specific stages and the same will appear here. Further the checklist item can be classified as mandatory or optional and if it is mandatory then the user will not be able to submit the stage without checking it.

    Figure 3-65 Checklist


    Description of Figure 3-65 follows
    Description of "Figure 3-65 Checklist"

  5. Select Outcome as Proceed.
  6. Click Submit.

    On submitting the credit proposal application, the application is moved to Proposal Enrichment stage.

Parent topic: Proposal Initiation