3.8 Amendment Initiation - Amendment Summary

This topic desribes information about the Amendment Summary in the Amendment Initiation.

The Amendment Summary data segment displays all the information added in the previous data segments for verification.

Figure 3-62 Amendment Summary

Description of "Figure 3-62 Amendment Summary"

1. To view the sector and industry information, click the industry icon in customer information section.
   The Industry Details window is displayed.

   Figure 3-63 Industry Details

   
   

   
   Description of "Figure 3-63 Industry Details"

   
   
2. Click Close to exit the Industry Details window.
3. To view the overview of the party, click the entity overview icon in Customer Information section.
   The Entity Overview window is displayed.

   Figure 3-64 Entity Overview

   
   

   
   Description of "Figure 3-64 Entity Overview"

   
   
4. To change the layout of the entity overview, click the configuration icon at the top right corner.
   The Layout window is displayed.

   Figure 3-65 Layout

   
   

   
   Description of "Figure 3-65 Layout"

   
   
5. Select the required layout. Entity Overview is changed to the selected layout as shown below:

   Figure 3-66 Entity Overview

   
   

   
   Description of "Figure 3-66 Entity Overview"

   
   
6. To exit the Entity Overview window, click Close.

   In Customer Information section, the count of Share Holders, Contractors, Guarantors, and Bankers is displayed.

7. To view the detailed information about the Share Holders, Contractors, Guarantors, and Bankers, click the respective count numbers.
8. Click and expand the following sections to verify the information:
   • Pricing
   • Entities
   • Other Bank Facilities
   • Facilities
   • Facility Transfer
   • Collaterals

   For information on fields in the Entity Overview page, refer the below table.

   Table 3-39 Entity Overview

   Fields	Description
   Hold	To hold the Amendment Initiation task, click Hold in the Amendment Summary page.
   Back	To go back to the previous page, click Back.
   Save & Close	To save the Amendment Initiation task for future edit, click Save & Close.
   Next	To go to the next page, click Next.
   Cancel	To exit the process without saving the information, click Cancel.

9. Click Next in the Amendment Initiation page, The Comments page is displayed.