5 Financial Document Template

This topic provides introduction to Financial Document Template Maintenance in OBCFPM.

The Financial Document Template sub-menu under Maintenance menu allows you to define a template for the financial documents of customers, such as balance sheet. Documents to be uploaded by the bank user must be in the format defined in template, so that the system can fetch and process the data from uploaded document.

• Create Financial Document Template
  This topic provides systematic instructions about the procedure to create a financial document template.
• Modify Financial Document Template
  This topic provides systematic instructions about the procedure to modify a financial document template record.
• Close Financial Document Template
  This topic provides systematic instructions about the procedure to close a financial document template record.
• Reopen Financial Document Template
  This topic provides systematic instructions about the procedure to reopen a financial document template record.
• Approve Financial Document Template
  This topic provides systematic instructions about the procedure to approve a financial document template record.