13.2 Handoff - Manual Retry

To manually Handoff the proposal to the Back Office System, perform the following steps:
  1. In OBCFPM, navigate to Tasks > Free Tasks.
    The Free Tasks page is displayed.

    Figure 13-1 Free Tasks


    Description of Figure 13-1 follows
    Description of "Figure 13-1 Free Tasks"

  2. Acquire & Edit the required Manual Retry task.
    The Credit Origination- Manual Retry page summarizing the proposal is displayed.

    Figure 13-2 Manual Retry - Summary


    Description of Figure 13-2 follows
    Description of "Figure 13-2 Manual Retry - Summary"

    Figure 13-3 Manual Retry - Summary


    Description of Figure 13-3 follows
    Description of "Figure 13-3 Manual Retry - Summary"

    Figure 13-4 Manual Retry - Summary


    Description of Figure 13-4 follows
    Description of "Figure 13-4 Manual Retry - Summary"

    Figure 13-5 Manual Retry - Summary


    Description of Figure 13-5 follows
    Description of "Figure 13-5 Manual Retry - Summary"

In Summary page the hand-off error details are displayed.

  1. View the Hand-Off Error Details and make necessary changes.
  2. Click Next.
    The Limit Configuration page is displayed.

    Figure 13-6 Limit Configuration


    Description of Figure 13-6 follows
    Description of "Figure 13-6 Limit Configuration"

    In Limit Configuration page, Facilities, Collateral, Covenants and Conditions added during the proposal initiation are displayed.

  3. To configure the limit, click on the Facility and then click Edit icon. Facility Details window appears.

    Enter or Select the fields in Facility Details window. For more information on adding facility details refer To Add new facility (step 24) in Funding Requirement section.

    Figure 13-7 Facility Details


    Description of Figure 13-7 follows
    Description of "Figure 13-7 Facility Details"

    Figure 13-8 Facility Details


    Description of Figure 13-8 follows
    Description of "Figure 13-8 Facility Details"

    Figure 13-9 Facility Details


    Description of Figure 13-9 follows
    Description of "Figure 13-9 Facility Details"

  4. Click and expand the Restrictions section.

    Figure 13-10 Restrictions


    Description of Figure 13-10 follows
    Description of "Figure 13-10 Restrictions"

    For field level information on Restrictions screen refer the table below.

    Table 13-1 Restrictions

    Fields/ Icons Description
    Allowed, Disallowed Allowed or Disallowed for specific Customer, Currency, Branch, Product, and Exposure, based on the requirement.
    Save Click Save. The Limit Configuration page is displayed.

    Click Next in the Limit Configuration screen. The Comments page is displayed.

    The Comments page is displayed.

    Figure 13-11 Manual Retry - Comments


    Description of Figure 13-11 follows
    Description of "Figure 13-11 Manual Retry - Comments"

    Post comments, if required. The posted comment is displayed below Comments box section.

  5. Click Submit.
    The Policy exceptions window is displayed.

    Figure 13-12 Policy exceptions


    Description of Figure 13-12 follows
    Description of "Figure 13-12 Policy exceptions"

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

    To view the policy exception detail specific to party or child party, select the party from the drop-down list at top left corner.

  6. Click the Business data segment.
  7. Click the Checklist data segment.

    Figure 13-14 Checklist


    Description of Figure 13-14 follows
    Description of "Figure 13-14 Checklist"

    For field level information on Checklist screen refer the below table.

    Table 13-2 Checklist

    Fields/ Icons Description
    Outcome Select Outcome as Proceed if additional information is not required. Else, select the Outcome as Additional Info.
    Submit Click Submit. The proposal is moved to the Back Office System.

    Note:

    For information on Write up data segment, refer Write Up section.

Parent topic: Proposal Handoff