3.18 Advisors

Detailed infrmation about the Advisors data segment in Enrichment Stage.

Information about the Advisors in your customer organization can be captured from this tile.

  1. Click the capture icon in the Advisors tile.
    The Advisors screen is displayed.

    Figure 3-175 Advisors


    Description of Figure 3-175 follows
    Description of "Figure 3-175 Advisors"

  2. To add the Advisor details, click the add icon. The New Advisor window is displayed.

    For information on fields in the New Advisor screen, refer the below table.

    Table 3-90 New Advisor

    Fields/ Icons Description
    fields Type the following details of the advisor in corresponding fields:
    • Role
    • Responsibility
    • Experience summary
    • Legal status
    • Advisory Dept
    Advisor name Type the Advisor name.
    Type of advisor Select the Type of advisor from the drop down field.
    Signed contract If the advisor has signed contract with your customer, enable the Signed contract switch.
    Signed contract If the Signed contract switch is enabled, select the Start date and End date of the contract by clicking the calendar icon.
    Contract nature If the Signed contract switch is enabled, select the Contract nature.
    Work orders in last 12 months In the Work orders in last 12 months field, specify the work orders taken by the Advisor in last 12 months.
    Currency Search and select the Currency for the average value of work orders.
    Average value of work orders Specify the Average value of work orders taken in the last 12 months.
    No of current work orders Specify the No of current work orders.
    Total value of current work orders Specify the Total value of current work orders.

In the Current work order section:

  1. Click the add icon. The Work Order Details screen is displayed.

    Figure 3-177 Work Order Details

    Description of Figure 3-177 follows
    Description of "Figure 3-177 Work Order Details"

    For information on fields in the Work Order Details screen, refer the below table.

    Table 3-91 Work Order Details

    Fields/ Icons Description
    Contract execution date Select the date in which contract with the Advisor is signed, by clicking the calendar icon in the Contract execution date field.
    Contract related to Select the department to which the Advisor contract is related from the Contract related to drop down list.
    Start date and End date Select the contract Start date and End date by clicking the calendar icon.
    Value of contract Specify the Value of contract.
    Status Select the work Status from the drop down field.
  2. Click Save. Current work order details are added and listed in the Current work orders section as shown below:

    Figure 3-178 Current work orders

    Description of Figure 3-178 follows
    Description of "Figure 3-178 Current work orders"

    For information on fields in the Current work orders screen, refer the below table.

    Table 3-92 Current work orders

    Fields/ Icons Description
    edit To modify the added current work order detail, select the required item and click the edit icon.
    delete To delete the added current work order detail, select the required item and click the delete icon.

In the Our Customers section:

Figure 3-179 Our Customers

Description of Figure 3-179 follows
Description of "Figure 3-179 Our Customers"

For information on fields in the Our Customers screen, refer the below table.

Table 3-93 Our Customers

Fields/ Icons Description
Internal rating Select your bank’s Internal rating for the Advisor.
Is borrower If the Advisor is a borrower in your bank, enable the Is borrower switch.
Currency Search and select the Currency for the Total exposure.
Total exposure Specify the Advisor's Total exposure amount in your bank.
Deposit account held If the Advisor holds a deposit account in your bank, enable the Deposit account held switch.
Deposit account held If the Deposit account held switch is enabled, specify the No of deposit accounts held by the Advisor.
Currency Search and select the Currency for the total deposit amount.
Total deposit amount In the Total deposit amount field, specify the total amount deposited by the Advisor in your bank.

In the Alternate Advisors section:

Figure 3-180 Alternate Advisors

Description of Figure 3-180 follows
Description of "Figure 3-180 Alternate Advisors"

For information on fields in the Alternate Advisors screen, refer the below table.

Table 3-94 Alternate Advisors

Fields/ Icons Description
Company name Type the alternate Advisor's Company name.
Advisor type Select the Advisor type from the drop down list.
Any past transactions Enable the Any past transactions switch, if the alternate Advisor has past transactions record.

  1. Click Add. Alternate Advisor detail is added as shown below:

    Figure 3-181 Alternate Advisors

    Description of Figure 3-181 follows
    Description of "Figure 3-181 Alternate Advisors"
  2. To Update, Delete, and Clear the alternate Advisor detail, select the required item and click the corresponding option.
  3. Click Save in the New Advisor window. Advisor details are added and displayed in the Advisors page.
  4. To Edit, Delete or View the added Advisor detail, click the hamburger icon in required item and select the corresponding option.

    Note:

    The user can alternatively use the edit and delete icons beside the add icon to modify and delete the Advisor detail.

    To modify and delete the Advisor detail using these icons, select the item from the list first and then click the respective icon.

Analyzing Advisor Details

  1. To analyze the Advisor details, click Next in the Advisors page.
    The Analysis screen is displayed.

    Figure 3-183 Analysis


    Description of Figure 3-183 follows
    Description of "Figure 3-183 Analysis"

  2. Select the answer for all the questions. A score is generated for the Advisor based on the selected answers.

    Note:

    To view the next question, use right arrow at the side of the Analysis page.
  3. Click Next.
    The Comments screen is displayed.

    Figure 3-184 Comments


    Description of Figure 3-184 follows
    Description of "Figure 3-184 Comments"

    For information on fields in the Comments screen, refer the below table.

    Table 3-95 Comments

    Fields/ Icons Description
    Comments Type the overall Comments for the Advisor Analysis.
    Post Click Post. Comments are posted below the Comments box.
    Submit Click Submit.

Viewing Dependency Trends

  1. To view the Advisor dependency trends, click the trend analysis icon beside the capture icon in Advisors tile. The Advisor Dependency Trends window is displayed.

    Figure 3-185 Advisor Dependency Trends

    Description of Figure 3-185 follows
    Description of "Figure 3-185 Advisor Dependency Trends"

    For information on fields in the Advisor Dependency Trends screen, refer the below table.

Parent topic: Enrich and Analyze