8.2 Summary

Information 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 8-1 Free Tasks

   
   

   
   Description of "Figure 8-1 Free Tasks"

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

   Figure 8-2 Risk Evaluation - Summary

   
   

   
   Description of "Figure 8-2 Risk Evaluation - Summary"

   
   
3. View the collateral summary and click Next.