4.2 Proposal Enrichment - Summary

The Summary data segment displays all the information added in the Initiation stage for review.

Figure 4-2 Facility Review Process - Facility Review Enrichment

Description of "Figure 4-2 Facility Review Process - Facility Review Enrichment"

1. To view the sector and industry information, click the Industry icon in customer information section.
   The Industry Details window is displayed.

   Figure 4-3 Industry Details

   
   

   
   Description of "Figure 4-3 Industry Details "

   
   
2. Click Close to exit the Industry Details window.
3. To view the overview of the party, click the entity overview icon in Customer Information section.
   The Entity Overview window is displayed.

   Figure 4-4 Entity Overview

   
   

   
   Description of "Figure 4-4 Entity Overview"

   
   
4. To change the layout of the Entity Overview, click the configuration icon at the top right corner.
   The Layout window is displayed.

   Figure 4-5 Layout

   
   

   
   Description of "Figure 4-5 Layout"

   
   
5. Select the required layout. Entity Overview is changed to the selected layout as shown below:

   Figure 4-6 Entity Overview

   
   

   
   Description of "Figure 4-6 Entity Overview"

   
   
6. To exit the Entity Overview window, click Close.
7. To expand Entities, Other Bank Facilities, Facilities, Collateral and Pricing sections, click the count in respective tile or click the triangle in each section.
8. Review the customer details and click Next. The Liability page appears.