6 Draft Generation

Detailed information on the Draft Generation of the FI Credit Proposal Initiation.

In this stage, customer’s communication address can be configured and the draft document can be generated for customer acceptance.

To generate draft for the proposal, perform the following steps:

  1. Navigate to Tasks > Free Tasks.
    The Free Task screen is displayed.

    Figure 6-1 Free Task

    Description of Figure 6-1 follows
    Description of "Figure 6-1 Free Task"
  2. Acquire & Edit the required draft generation task. The Draft Generation - FI Summary page is displayed.

    Figure 6-2 FI Summary

    Description of Figure 6-2 follows
    Description of "Figure 6-2 FI Summary"

    Note:

    For information on actions that can be performed in the FI Summary page, refer Credit 360 User Manual.
  3. After performing necessary actions in the FI Summary page, click Next. The Draft Generation screen is displayed.
  4. Click Generate Document. The Draft Generation Details window is displayed.

    Figure 6-4 Draft Generation Details


    Description of Figure 6-4 follows
    Description of "Figure 6-4 Draft Generation Details"

    For information on fields in the Draft Generation Details Details screen, refer the below table.

    Table 6-1 Facility Details

    Fields/ Icons Description
    E-mail To In E-mail To field, type the E-mail address to which the proposal draft has to be sent.
    E-mail CC In E-mail CC field, type the E-mail address which has to be in CC of draft proposal mail.
    Subject In Subject field, type the mail subject.
    Generate Click Generate. Proposal draft configured in the system is sent to the mail ID mentioned in E-Mail To field.

    Figure 6-5 Draft Generation


    Description of Figure 6-5 follows
    Description of "Figure 6-5 Draft Generation"

  5. To view the generated draft document, click View Document.
  6. To download the generated draft document, click Download Document.
  7. After generating proposal draft, click Next.
    The Comments screen is displayed.

    Figure 6-6 Comments

    Description of Figure 6-6 follows
    Description of "Figure 6-6 Comments"
  8. Post comments, if any. Posted comment is displayed below the Comments box.
  9. Click Submit. The Policy exceptions screen is displayed.

    Figure 6-7 Business


    Description of Figure 6-7 follows
    Description of "Figure 6-7 Business"

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

  10. To view the policy exception detail specific to party or child party, select the party from the drop down list at top left corner.
  11. Click the Checklist data segment.
  12. Select the Outcome as PROCEED, if additional information is not required. Otherwise select the Outcome as Additional Info.
  13. Click Submit. The draft proposal is sent to the mentioned Email ID and the application is moved to the Customer Acceptance stage.