6 Deal Structure

Detailed information on the Deal Structure stage of the Appetite Management Process.

In this stage, appetite can be set for the customer prospect based on credit score generated for each dimension in the Credit Analysis stage.

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

   Figure 6-1 Free Tasks

   
   

   
   Description of "Figure 6-1 Free Tasks"

   
   
2. Acquire & Edit the required Deal Structure task.
   The Appetite Summary page is displayed.

   Figure 6-2 Appetite Summary

   
   

   
   Description of "Figure 6-2 Appetite Summary"

   
   

   Note:

   For information on actions that can be performed in this page, refer Credit 360 User Manual.
3. After viewing the appetite summary, click Next.
   The Writeup page is displayed.