6.4 Comments

This topic provides systematic instructions about the procedure to post comments for the Credit Extension Approval stage and submit the task.

In this data segment, you can capture the overall comments for the Approval stage. Posting comments help the user in the next stage to better understand the application.

Figure 6-9 Approval - Comments

1. Type the approval Comments.
2. Click Post.
   The comments are posted below the Comments text box.
3. To go back to the previous screen and modify necessary details, click Back.
4. If changes are not necessary, click Submit.
   The Policy Exception window is displayed.

   Figure 6-10 Policy Exceptions

   
   

   

   
   

   By default, policy exception is displayed for both the party and its child parties. You can select the required party from the drop down list at top left corner to view policy exceptions specific to that party.

5. View the policy exceptions and click the Checklist data segment.

Figure 6-11 Checklist

6. Select the required Outcome.
   The options available are:

   • Approve
   • Send Back
   • Reject
7. Click Submit.

   If the Outcome is selected as Approve, the credit extension application is moved to the Documentation stage on clicking Submit.

   If the Outcome is selected as Reject, the Credit Extension process is terminated on clicking Submit.

   Ifthe Outcome is selected as Send Back, the credit extension application is moved back to the Review and Recommendation stage on clicking Submit.