6.1 Customer Summary

This topic describes about the Customer Summary data segment in the Credit Extension Approval stage.

The Customer Summary data segment has the following widgets / tiles to display specific information about the party:

  • Customer Information
  • Facility summary
  • Collateral summary
  • Group Entities
  • Covenants
  • Terms and conditions
  • Ratings
  • Project Summary
  • Financial Profile
  • Projections

Figure 6-2 Approval - Customer Summary


Customer details in graphical view

Note:

Refer Credit 360 User Guide for information on actions that can be performed in the Approval - Customer Summary screen.

After performing necessary actions in the Approval - Customer Summary screen, click Next.
The Approval - Liability screen is displayed.

Parent topic: Approval