3.12 Comments

Detailed information on the Comments of the FI Credit Proposal Initiation.

This data segments allows you to post overall comments for the Initiation stage. Posting comments helps the user of next stage to better understand the application.

Figure 3-80 Credit Initiation_Comments

Description of "Figure 3-80 Credit Initiation_Comments"

1. Type the necessary comments in the text box and click Post. Comment is posted.
2. To submit the application for review, click Submit. The Policy Exception window is displayed.

   Figure 3-81 Credit Initiation_Policy Exception

   
   Description of "Figure 3-81 Credit Initiation_Policy Exception"

   By default, policy exceptions are displayed for both the party and its child party.

3. To view the policy exception detail specific to party or child party, select the party from the drop down list at top left corner.
4. Click the Checklist data segment.

   Figure 3-82 Checklist

   
   Description of "Figure 3-82 Checklist"
5. Select the Outcome as PROCEED.
6. Click Submit.

   Upon submitting the FI credit proposal application, the application is moved to Review and Recommendation stage.