3.1.1 Amendment Initiation - Add Customer

Detailed information on the Add Customer in Amendment Initiation stage.

1. To add a child party for the party, click Add Customer.
   The Customer Details window is displayed.

   Figure 3-5 Customer Details

   
   

   
   Description of "Figure 3-5 Customer Details"

   
   

   For information on fields in the Customer Details page, refer the below tables.

   Table 3-3 Organization details

   Fields/ Icons	Description
   Organization Name	Type the Organization Name.
   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. Upon selecting Global option, Geographical Spread field appears.
   Geographical Spread	Search and select all the countries in which the organization is operating as Geographical Spread.
   Country of incorporation.	Select the Country of incorporation.
   Incorporation date	Click the calendar icon and select the Incorporation date.
   Country of risk	Select the Country of risk for organization from the drop down list.
   fields	Type the following addresses in respective fields: Website Address Facebook Address Twitter Address

Customer Sector

2. Click +Add sector to capture industry details of the organization.
   The Add Industry window is displayed.

   Figure 3-6 Add Industry

   
   

   
   Description of "Figure 3-6 Add Industry"

   
   

   For information on fields in the Add Industry page, refer the below table.

   Table 3-4 Add Industry

   Field/Icon	Description
   Industry Groups	Select a sector of the organization. Available Industry Groups is displayed.
   Industry Group	Select the Industry Group of the organization. Available Industries is displayed.
   Sub-Industries	Select the Industry of the organization. Available Sub-Industries is displayed.

3. Select the sub-industry of the organization. The Industry details are added and displayed as shown below:

   Figure 3-7 Customer sector

   
4. To delete the added industry, click the delete icon.

   Note:

   If the party is into different sectors, the user has to capture all the sector details while initiating credit amendment. To add another sector information, click +Add sector again.

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

Customer Rating

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

   Figure 3-8 Add Rating

   
   

   
   Description of "Figure 3-8 Add Rating"

   
   
6. 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 3-9 Customer Rating

   
7. To modify the added rating, click the edit icon and change the required details.
8. 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 credit proposal. To add another rating information, click +Add ratings again.

Other Details

9. Enable the Special customer switch, if the customer is a special customer for your bank.
   RM Details

   RM Id is automatically populated based on the login details.

   For information on fields in the RM Details page, refer the below table.

   Table 3-5 RM Details

   Field/Icon	Description
   RM Id	To modify the RM Id, search and select the required user.
   Create.	To add the customer, click Create.
   Close.	To close the Customer Details window, click Close.