3 Proposal Initiation

In this stage, the user can review all the customer information captured in Credit Proposal or Simplified Credit Proposal Evaluation process and take necessary actions for the facilities offered to the customer.

The actions that the user can take in this stage include:

• Mark as no change required
• Change to new review date
• Close Facility
• Hold Facility

• Steps to initiate Facility Review
  
• Customer Info
  This topic provides systematic instructions about Customer Info.
• Add Customer
  This topic provides systematic instructions about Add Customer.
• Customer Sector
  This topic provides systematic instructions about Customer Sector.
• Rating
  This topic provides systematic intsructions about Rating.
• Other Details
  
• RM Details
  
• View, Quick View, Delete
  
• Configure Party / Child Party
  
• Financial Profile
  
• Projections
  
• Stakeholders
  
• Assets
  
• Customer Covenants
  
• Conditions
  
• Exposures
  
• Country Wise Business Operations
  
• Sales Breakup
  
• Purchase Breakup
  
• Liability
  
• Basic Info
  
• Create Facility without Template
  
• Modifying Facility Details
  
• Scheduling facility disbursement
  
• Adding Exposure Details
  
• Adding Fee Details
  
• Linking Facility to the Pool
  
• Add Pricing Detail
  
• Linking Facility with Collateral
  
• Adding Credit Rating
  
• Adding FX Rate Revaluation Details
  
• Viewing Utilization History
  
• Creating Facility with Template
  
• Creating Sub Limit
  
• Remove Facility
  
• Link Document
  
• Link Existing Facilities
  
• Filtering Facility
  
• Other Bank Facilities
  
• Groupwise Exposure
  
• Connected Party
  
• Write Up
  
• Summary
  
• Comments