5.1 Summary

This topic provides systematic instructions about the Summary data segment in the Risk Evaluation stage.

In the Summary data segment, the following collateral details captured in the previous stages are displayed.

• Basic Information
• Collateral Type (Property) Details
• Linked Facilities Details
• Ownership
• Seniority of Details
• Covenants
• Insurance
• Configured Stage Status

Note:

The Configured Stage Status is updated based on the status of parallel tasks generated in the system.

1. To launch the Risk Evaluation - Summary screen, navigate to Tasks > Free Tasks from the left menu.
   The Free Tasks screen is displayed.

   Figure 5-1 Free Tasks

   
   

   
   Description of "Figure 5-1 Free Tasks"

   
   
2. Click Acquire & Edit in the required Risk Evaluation task.
   The Risk Evaluation - Summary screen is displayed.

   Figure 5-2 Risk Evaluation_Summary

   
   

   
   Description of "Figure 5-2 Risk Evaluation_Summary"

   
   
3. View the collateral summary and click Next.