5.1 Customer Summary

This topic describes information about the Customer Summary data segment in the Review and Recommendation 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 5-2 Review and Recommendation - Customer Summary


img/review_customer_summary.png

Note:

Refer Credit 360 User Guide for information on actions that can be performed in the Review and Recommendation - Customer Summary screen.
After performing necessary actions in the Review and Recommendation - Customer Summary screen, click Next. The Review and Recommendation - Liability screen is displayed.

Parent topic: Review and Recommendation