4 Credit Extension Enrichment

This topic provides systematic instructions about the Credit Extension Enrichment stage in the Credit Proposal Extension Process.

The Enrichment task is performed by the same user who initiated the Credit Extension process. In this stage, the facility expiry date captured in the Initiation stage can be modified before sending it for review.
  1. From Home screen, click Tasks. Under Tasks, click Free Tasks.
    The Free Tasks screen is displayed.

    Figure 4-1 Free Tasks


    Free Tasks queue in OBCFPM

  2. Click Acquire & Edit in the required row.
    The Credit Extension Enrichment - Customer Creation screen is displayed.

    Note:

    Refer Credit Extension Initiation chapter for information on enriching the credit extension application.

    The Outcomes available for selection in the Enrichment stage are:

    • Proceed
    • Reject

    If the Outcome is selected as Proceed, the credit extension application is moved to the Review and Recommendation stage on clicking Submit.

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