3.9 Comments

Thus topic provides systematic instructions about the Comments of the Credit 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.

For information on fields in the Comments screen, refer the below table.

Table 3-49 Comments

Fields Description
Post Type the necessary comments in the text box and click Post. Comment is posted.
Hold To hold the FI credit proposal Amendment process, click Hold.
Back To go back to the previous stage, click Back.
Save & Close To save the process for future edit, click Save & Close.
Submit To submit the application for review, click Submit.
Cancel To exit the process without saving the information, click Cancel.
  1. Click the Submit.
    The Policy Exception screen is displayed.

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

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

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