8 Draft Generation

Detailed information on the Draft Generation stage of the Appetite Management Process.

In this stage, the draft proposal with appetite details can be generated and sent to the customer prospect.
  1. Navigate to Tasks > Free Tasks from the left menu.
    The Free Tasks page is displayed.

    Figure 8-1 Free Tasks

    Acquire and Edit actions for Free task
  2. Acquire & Edit the required Draft Generation task.
    The Appetite Summary page is displayed.

    Figure 8-2 Appetite Summary

    Appetite Summary details such as Facility summary and collateral Summary

    Note:

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

    Figure 8-3 Draft Generation

    Generate Document of Draft Generation
  4. Click Generate Document.
    The Draft Generation Details window is displayed.

    Figure 8-4 Draft Generation Details

    Draft Generation Details such as Email and Email to

    For information on fields in the Draft Generation Details screen, refer the below table.

    Table 8-1 Draft Generation Details

    Fields Description
    E-mail To In E-mail To field, type the E-mail address to which the draft proposal has to be sent.
    E-mail CC In E-mail CC field, type the E-mail address which has to be in CC of draft proposal mail.
    Subject In Subject field, type the mail subject.
    Generate Click Generate. Draft proposal configured in the system is sent to the mail ID mentioned in E-Mail To field.

    Figure 8-5 Draft Generation

    Generated Documents

    For information on fields in the Draft Generation screen, refer the below table.

    Table 8-2 Draft Generation

    Fields Description
    View Document To view the generated draft document, click View Document.
    Download Document To download the generated draft document, click Download Document.
  5. After generating proposal draft, click Next.
    The Comments page is displayed.

    Figure 8-6 Draft Generation - Comments

    Overall Comments for Draft Generation
  6. Post comments, if any. Posted comment is displayed below the Comments box.
  7. Click Submit.
    The Policy exceptions window is displayed.

    Figure 8-7 Policy Exceptions

    Policy Exceptions details such as Pricing and Products

    By default, policy exceptions are displayed for both the organization (party) and its child party.

  8. To view the policy exception detail specific to party or child party, select the party from the drop down list at top left corner.
  9. Click the Checklist data segment.

    Figure 8-8 Checklist

    Checklist of Credit Analysis
  10. Select the Outcome as Proceed, if additional information is not required. Otherwise select the Outcome as Additional Info.
  11. Click Submit.
    If the Outcome is selected as Proceed, the draft proposal is sent to the mentioned Email ID on clicking Submit.

    If the Outcome is selected as Additional Info, the draft proposal is sent back to the Approval stage on clicking Submit.