5 Review and Recommendation

This topic provides systematic instructions about the Review and Recommendation stage in the Credit Proposal Extension Process.

In the Review and Recommendation stage, the Credit Reviewer in the Credit department has to review the extended expiry date of facility and provide their recommendation, if any.

1. From Home screen, click Tasks. Under Tasks, click Free Tasks.
   The Free Tasks screen is displayed.

   Figure 5-1 Free Tasks

   
   

   

   
   
2. Click Acquire & Edit in the required row.
   The Review and Recommendation - Customer Summary screen is displayed.

• Customer Summary
  This topic describes information about the Customer Summary data segment in the Review and Recommendation stage.
• Liability
  This topic provides systematic instructions about the procedure to extend the expiry date of all the facilities in Review and Recommendation stage.
• Funding Requirement
  This topic provides systematic instructions about the procedure to extend the expiry date of a single facility in Credit Extension Review and Recommendation stage.
• Comments
  This topic provides systematic instructions about the procedure to capture comments for the Review and Recommendation stage and submit the task.