14 Handoff - Manual Retry

This topic provides systematic instructions about the Handoff - Manual Retry of the Credit Amendment.

To manually Handoff the amendment proposal to the Back Office System, perform the following steps:

  1. On Home screen, select Tasks. Under Tasks, select Free Tasks.
    The Free Tasks page is displayed.

    Figure 14-1 Free Tasks


    Description of Figure 14-1 follows
    Description of "Figure 14-1 Free Tasks"

  2. Click Acquire & Edit the required Manual Retry task.
    The Customer Summary page is displayed.

    Figure 14-2 Customer Summary


    Description of Figure 14-2 follows
    Description of "Figure 14-2 Customer Summary"

In the Customer Summary page the hand-off error details are displayed.

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

Table 14-1 Customer Summary

Fields Description
Hand-Off Error Details View the Hand-Off Error Details and make necessary changes.
Next Click Next. The Amendment Summary page is displayed.
Note:

Note:

For information on actions that can be performed in the Amendment Summary page, refer Amendment Initiation - Amendment Summary.
Next Upon clicking Next in the Amendment Summary page.
The Limit Configuration page is displayed.

Figure 14-3 Limit Configuration


Description of Figure 14-3 follows
Description of "Figure 14-3 Limit Configuration"

In Limit Configuration page, Facilities, Collaterals, Covenants and Terms & Conditions added during the proposal initiation are displayed.

  1. To configure the limit, click on the facility and then click the edit icon. Facility Details window appears.
  2. Click and expand the Limit Details section.

    Figure 14-4 Limit Details


    Description of Figure 14-4 follows
    Description of "Figure 14-4 Limit Details"

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

    Table 14-2 Limit Details

    Fields Description
    Is Revolving Line? To set the facility as revolving facility, enable Is Revolving Line? switch.
    Is UnAdvised Currency? If the currency of the facility is unadvised, enable Is UnAdvised Currency? switch.
    Available To make the facility available, enable the Available switch.
    Netting Required Specify is Netting Required for the facility.
    Shadow Limit Enable Shadow Limit switch, if required.
    Line Start Date and Line Expiry Date To specify the facility validity, click the calendar icon and select the Line Start Date and Line Expiry Date.
    Review Frequency Select the Review Frequency for the facility.
    Renewal Date Click the calendar icon and select the Renewal Date for the facility.
    Exception Transaction Amount Specify the limit allowed for the facility in Exception Transaction Amount field.
    Exception Breach Specify the breach limit for the facility in Exception Breach field.
    Day Light Limit and Day Light OD Limit Specify the Day Light Limit and Day Light OD Limit for the facility.
  3. Click and expand the Restrictions section.

    Figure 14-5 Restrictions

    Restrictions Details such as Customer and Currency
  4. Allow All, Allow Specific or Disallow Specific Customer, Currency, Branch, Product, and Exposure, based on the need.
  5. Click Save. The Limit Configuration page appears.
  6. Click Next.
    The Comments page is displayed.

    Figure 14-6 Comments


    Description of Figure 14-6 follows
    Description of "Figure 14-6 Comments"

  7. Post comments, if required. Posted comment is displayed below the Comments box.
  8. Click Submit.
    The Policy exceptions window is displayed.

    Figure 14-7 Policy exceptions


    Description of Figure 14-7 follows
    Description of "Figure 14-7 Policy exceptions"

    By default, policy exceptions are displayed for both the party and the child parties.

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

    Figure 14-8 Checklist


    Description of Figure 14-8 follows
    Description of "Figure 14-8 Checklist"

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

    Table 14-3 Checklist

    Fields Description
    Outcome Select the Outcome as Proceed.
    Submit Click Submit. The proposal is moved to the Back Office System.

    Note:

    Write Up data segment appears, if the data segment is enabled in the Maintenance module. For information on Write up data segment, refer Amendment Initiation chapter.