3.1 Initiation - Creating Application

This topic provides systematic information about the Creating Application data segment in Appetite Management Initiation stage.

In the Initiate Appetite window, you can choose to answer preset questions or provide data about the party in form by selecting the List View or Table View icons at the top right corner.
  1. To view the next questions in List View, use the right arrow next to the progress bar.

    Upon clicking the Table View icon, the Initiate Appetite window is displayed as shown below:

    Figure 3-2 Initiation - Initiate Appetite


    Description of Figure 3-2 follows
    Description of "Figure 3-2 Initiation - Initiate Appetite"

    For information on fields in the Initiation - Initiate Appetite screen, refer the below table.

    Table 3-1 Initiation - Initiate Appetite

    Fields Description
    Application Priority Select the Application Priority based on requirement. The options available are: Low, Medium, and High.
    Application Branch Click the search icon and select the Application Branch. Branches maintained in Common Core Maintenance module are displayed in LOV.
    Prospect Details Select the Prospect Details as Existing and then select the Customer ID, if appetite management is already performed for the party. Otherwise select New and provide the party details.
    Organization Name In the Organization Name field, type the name of party (organization) for which ‘Appetite Management’ process has to be initiated.
    Organization Type Select the Organization Type from the drop down list. The options available are: Single and Conglomerate.
    Entity Type Select the Entity Type from the drop down list. The options available are Proprietorship, Pvt Ltd, Public Ltd, Govt Owned, Trusts, Clubs, Society, Associations, Limited Liability Partnership, Foreign Bodies, NGO and Others.
    Demography Type Select the Demography Type from the drop down list. The options available are Domestic and Global.
    Geographical Spread Upon selecting Global option, Geographical Spread field appears.

    Search and select all the countries in which the organization is operating as Geographical Spread.

  2. Type the following addresses in respective fields, if available.
    • Website Address
    • Facebook Address
    • Twitter Address

Customer Sector

  1. To capture industry details of the organization, click +Add sector.
    The Add Industry window is displayed.

    Figure 3-3 Add Industry

    Description of Figure 3-3 follows
    Description of "Figure 3-3 Add Industry"

    For information on fields in the Initiation - Add Industry screen, refer the below table.

    Table 3-2 Add Industry

    Fields/Icons Description
    Industry Groups Select a sector of the organization. Available Industry Groups appear.
    Industries Select the Industry Group of the organization. Available Industries appear.
    Sub-Industries Select the Industry of the organization. Available Sub-Industries appear.
  2. Select the sub-industry of the organization. The Industry details are added and displayed as shown below:
  3. To delete the added industry, click the delete icon.

    Note:

    If the organization is into different sectors, all the sector details must be captured while initiating Appetite Management process. To add another sector information, click +Add sector again.

    The industry added first will be considered as the default industry.

Customer Rating

  1. To capture rating information of the organization, click +Add ratings.
    The Add Rating window is displayed.

    Figure 3-5 Add Rating

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    Description of "Figure 3-5 Add Rating"
  2. Select the following details:
    • Rating Date
    • Outlook
    • Risk Ratings
    • Rated By

    The Year Of Rating is automatically populated based on the selected Rating Date.

    Upon selection of the above details, the rating is added and displayed as shown below:

    Figure 3-6 Customer Rating


    Description of Figure 3-6 follows
    Description of "Figure 3-6 Customer Rating"

  3. To modify the added rating, click the edit icon and change the required details.
  4. To delete the added rating, click the delete icon.

    Note:

    If the organization is rated by different rating firms, all the rating information must be captured while initiating Appetite Management process. To add another rating information, click +Add ratings again.