5.11 Credit Analysis - Comments

Detailed information about the Comments data segment in Appetite Management Credit Analysis stage.

In this data segment, you can mention comments about the customer prospect’s creditworthiness. Posting comments help the user of next stage to take better decision.

Figure 5-52 Credit Analysis - Comments

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

Table 5-20 Credit Analysis - Comments

Fields	Description
Post	Type the necessary comments in the text box and click Post. Comment is posted.
Hold	To hold the Credit Analysis task, click Hold.
Back	To go back to the previous page, click Back.
Save & Close	To save the captured information and exit the page, click Save & Close.
Submit	To submit the Appetite Management application to the Deal Structure stage, click Submit.
Cancel	To exit the page without saving the captured information, click Cancel.

Upon clicking Submit, the Policy Exceptions / Business window appears based on configuration:

Figure 5-53 Policy Exceptions

By default, policy exceptions are displayed for both the party and child parties. To view the policy exceptions for particular party / child party, select the required party / child party from the drop down list at top left corner.

1. After viewing policy exceptions or overrides, click the Checklist data segment.

   Figure 5-54 Checklist

   

   In the above screen, the checklist for manual verification appears if it is maintained for this stage in Business Process Maintenance screen.

2. Manually verify all the checklist and enable the corresponding check box.
3. Select the required Outcome. The options available are: Proceed and Additional Info.
4. Click Submit.
   If the Outcome is selected as Proceed, the Appetite Management application is moved to the Deal Structure stage on clicking Submit.

   If the Outcome is selected as Additional Info, the Appetite Management application is sent back to the Enrichment stage on clicking Submit.