6 Draft Generation

This topic provides systematic instructions about the Draft Generation of the FI Credit Proposal Amendment.

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. From Home screen, click Tasks. Under Tasks, click 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. Click Acquire & Edit the required draft generation task. The Draft Generation - FI Summary page is displayed.

    Figure 6-2 Draft generation - FI Summary

    Description of Figure 6-2 follows
    Description of "Figure 6-2 Draft generation - 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.

    Figure 6-3 Draft Generation

    Description of Figure 6-3 follows
    Description of "Figure 6-3 Draft Generation"
  4. Click Generate Document.
    The Draft Generation Details screen 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 Draft Generation Details

    Fields 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"

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

    Table 6-2 Draft Generation Details

    Fields Description
    View Document To view the generated draft document, click View Document.
    Download Document To download the generated draft document, click Download Document.
  5. 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"
  6. Post comments, if any. Posted comment is displayed below the Comments box.
  7. 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.

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

    Figure 6-8 Checklist

    Description of Figure 6-8 follows
    Description of "Figure 6-8 Checklist"

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

    Table 6-3 Checklist

    Fields Description
    Outcome Select the Outcome as PROCEED, if additional information is not required. Otherwise select the Outcome as Additional Info.
    Submit Click Submit. The draft proposal is sent to the mentioned Email ID and the application is moved to the Customer Acceptance stage.