3.8 Writeup

This topic provides systematic instructions about the Writeup of the Credit 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 3-77 Writeup

Description of Figure 3-77 follows
Description of "Figure 3-77 Writeup"
  1. Click the add icon. The Write Up window is displayed.
  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 3-79 Writeup Category

    Description of Figure 3-79 follows
    Description of "Figure 3-79 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:
  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 3-81 Write Up

    Description of Figure 3-81 follows
    Description of "Figure 3-81 Write Up"

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

    Table 3-47 Write Up

    Fields 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 3-82 Write Up documents

    Description of Figure 3-82 follows
    Description of "Figure 3-82 Write Up documents"

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

    Table 3-48 Write Up documents

    Fields Description
    Add New Documents To add new documents, click Add New Documents.
    Close To exit the Writeup documents window, click Close.
  7. To go to the next page, click Next. The Comments screen is displayed.

Parent topic: Credit Initiation