4.1 Proposal Enrichment - Summary

The Summary page displays actions performed in the previous stages for verification purpose.

Figure 4-2 Summary

Description of "Figure 4-2 Summary"

1. To view the sector and industry information, click the industry icon in Party Information section.
   The Industry Details window is displayed.

   Figure 4-3 Industry Details

   
   

   
   Description of "Figure 4-3 Industry Details"

   
   
2. Click Close, to exit the Industry Details window.
3. To view the overview of the party, click Entity Overview icon in Party Information section.
   The Entity Overview window is displayed.

   Figure 4-4 Entity Overview

   
   

   
   Description of "Figure 4-4 Entity Overview"

   
   
4. To change the layout of the Entity Overview, click Layout icon at the top right corner.
   The Layout window is displayed.

   Figure 4-5 Layout

   
   

   
   Description of "Figure 4-5 Layout"

   
   
5. Select the required layout. Entity Overview is changed as shown below.

   Figure 4-6 Entity Overview

   
   

   
   Description of "Figure 4-6 Entity Overview"

   
   
6. Click Close, to exit the Entity Overview window.
7. To expand Pricing, Entities, Other Bank Facilities, Facilities and Collateral sections, click the number in respective count tables or click the triangle in each section.
8. Review the proposal details and click Next.
   The Customer Info page is displayed.