15 Document Upload and Checklist

This topic provides systematic instructions about the Document Upload and Checklist of the Credit Amendment.

In OBCFPM, supporting documents such as balance sheets and collateral documents can be uploaded in any stage of credit amendment process. Supporting documents help the senior officers in bank to accurately evaluate the credit worthiness of the organization and approve the amendment proposal. Documents added for the proposal can be removed whenever the document becomes invalid.

  1. Click Documents at the top right corner of any page.
    The Documents window is displayed.

    Figure 15-1 Documents

    Document Status

    If the document list is configured in Business Process Maintenance, the same appears in the above window. You can also click the add icon to upload other documents.

    In case the mandatory document is not uploaded, the system prompts an alert. You need to upload the necessary documents and proceed further.

  2. To change the table view to the list view, click the list icon at the top right corner. Documents window is displayed as shown below:

    Figure 15-2 Documents

    Documents details such as Proposal Documents and Add Additional documents
  3. Click the Add icon. The Document Details window is displayed.

    Figure 15-3 Documents

    Documents details such as Document Type and Document Code

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

    Table 15-1 Documents

    Fields Description
    Document Type Select the Document Type from the drop down list. The options available are: Amendment Documents, Proposal Documents and Closure Documents.
    Document Code Select the Document Code from the drop down list. The options available are: Amendment Documents, Proposal Documents and Closure Documents.
    Document Title Type the Document Title.
    Document Description Type a brief description about the document in the Document Description field.
    Remarks Type the Remarks, if any.
    Document Expiry Date Click the calendar icon and select the Document Expiry Date.
    Drop files here or click to select In Drop files here or click to select area, drag and drop the documents or click and select the documents. Selected files are displayed at the bottom.

    Note: To upload multiple supporting documents at the same time, drag and drop or click and select all the documents.

  4. Click Upload.
    The Checklist window is displayed.

    Figure 15-4 Checklist

    document upload and manual retry Checklist
  5. Manually verify all the checklist and enable the corresponding check box.
  6. Select the Outcome as Proceed.
  7. Click Submit. Document is uploaded and listed in the Document window.
  8. To edit or delete the document, click the edit or delete icons.
  • Business Overrides
    This topic provides systematic instructions about the Business Overrides of the Credit Amendment.