5 Credit Analysis

Detailed information on the Credit Analysis stage in Appetite Management Process.

In this stage, the Credit Officer can analyze all the dimensions of the customer prospect and determine their credit worthiness.

Note:

For performing questionnaire-based analysis in this stage, questionnaire must be maintained and linked to this stage using Questionnaire Details and Questionnaire Process Linkage Maintenance.

Refer Credit Facilities Process Maintenance User Manual for information on Questionnaire Details and Questionnaire Process Linkage Maintenance.

1. Navigate to Tasks > Free Tasks from the left menu.
   The Free Tasks page is displayed.

   Figure 5-1 Credit Analysis - Free Tasks

   
   

   
   Description of "Figure 5-1 Credit Analysis - Free Tasks"

   
   
2. Acquire & Enrich the required Credit Analysis task.
   The Credit Analysis - Appetite Summary page is displayed.