3.11 Writeup

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

This data segment allows you to add writeup for the party in the available writeup categories. The history of writeup for the customer will be available to the users throughout the customer’s association with the bank.

Note:

Write up data segment appears only if that data segment is enabled in the Maintenance module.

Figure 3-74 Credit Initiation_Write up

Description of "Figure 3-74 Credit Initiation_Write up"

1. Click the add icon. The Write Up window is displayed.

   Figure 3-75 Writeup

   
   

   
   Description of "Figure 3-75 Writeup"

   
   
2. Click the search icon in the Writeup Category field. The Fetch Writeup Category window with the list of categories maintained in the Maintenance module is displayed.

   Figure 3-76 Writeup Category

   
   Description of "Figure 3-76 Writeup Category"
3. Click on the required category code. Selected code is displayed in the Writeup Category field.
4. Type the observations in the text box and click Create. The observations are added in the Write Up screen as shown below:

   Figure 3-77 Write up

   
   

   
   Description of "Figure 3-77 Write up"

   
   
5. To change the layout of Write up data segment to the expanded view, click the Expanded View icon at the top right corner. The write up is expanded as shown below:

   Figure 3-78 Write Up

   
   Description of "Figure 3-78 Write Up"

   For information on fields in the Write Up Details screen, refer the below table.

   Table 3-44 Write Up

   Fields/ Icons	Description
   Edit	To modify the writeup, click the Edit icon and change the information.
   Remove	To delete the writeup, click the Remove icon. A confirmation message appears.
   Yes	Click Yes. The writeup is removed.
   View history	To view the writeup history, click the View history icon.
   Print	To print the write up, click the Print icon. Note: To print the write up from tile view, click the View complete writeup icon and then click the Print icon.

6. To attach / view writeup related documents, click View Documents icon. The following window is displayed.

   Figure 3-79 Write Up documents

   
   Description of "Figure 3-79 Write Up documents"
7. To add new documents, click Add New Documents.
8. To exit the Writeup documents window, click Close.
9. To go to the next page, click Next. The Comments screen is displayed.