12.1 Steps to configure limit

This topic provides systematic instructions about the steps to configure limit.

1. From Home screen, click Tasks. Under Tasks, click Free Tasks.
   The Free Tasks page is displayed.

   Figure 12-1 Free Tasks

   
   

   
   Description of "Figure 12-1 Free Tasks"

   
   
2. Acquire & Edit the required Limit Configuration task.
   The Limit Configuration - Customer Summary page appears:

   Figure 12-2 Limit Configuration - Customer Summary

   

   Note:

   For information on actions that can be performed in the Customer Summary page, refer Credit 360 User Guide.
3. After reviewing the Customer Summary, click Next.
   The Limit Configuration page is displayed.

   Figure 12-3 Limit Configuration

   

   In Limit Configuration page, Facilities, Collaterals, Covenants and Terms & Conditions added during the proposal initiation / added in previous stages of Facility Review process are displayed.

4. To configure the limit for a facility, click the Hamburger icon in the corresponding record and select Edit Facility. The Facility Details window appears.
5. Click and expand the Limit Details section.

   Figure 12-4 Limit Details

   

   For field level information refer the below table.

   Table 12-1 Limit Details

   Fields	Description
   Is Revolving Line?	To set the facility as revolving facility, enable Is Revolving Line? option.
   Is UnAdvised Currency?	If the currency of the facility is unadvised, enable Is UnAdvised Currency? option.
   Available	To make the facility available, enable the Available option.
   Netting Required	Specify is Netting Required for the facility.
   Shadow	Enable Shadow Limit option, if required.
   Line Start Date and Line Expiry Date	To specify the facility validity, click the calendar icon and select the Line Start Date and Line Expiry Date.
   Review Frequency	Select the Review Frequency for the facility.
   Renewal Date	Click the calendar icon and select the Renewal Date for the facility.
   Exception Transaction Amount	Specify the limit allowed for the facility in Exception Transaction Amount field.
   Exception Breach	Specify the breach limit for the facility in Exception Breach field.
   Day Light Limit and Day Light OD Limit	Specify the Day Light Limit and Day Light OD Limit for the facility.

6. Click and expand the Restrictions section.

   Figure 12-5 Restrictions

   

   For field level information on Restrictions screen refer the below table.

   Table 12-2 Restrictions

   Fields	Description
   Allow All	Allow All, Allow Specific or Disallow Specific Customer, Currency, Branch, Product, and Exposure, based on the need.
   Save	Click Save. Limit is configured for the facility.

   On clicking Nextin the Restrictions screen, The Comments screen is displayed.

   Figure 12-6 Comments

   
   

   
   Description of "Figure 12-6 Comments"

   
   
7. Post comments for this stage, if any. Posted comment is displayed below the Comments box.
8. Click Submit.
   The Policy exceptions window is displayed.

   Figure 12-7 Policy Exceptions

   
   

   
   Description of "Figure 12-7 Policy Exceptions"

   
   

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

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

    Figure 12-8 Checklist

    
    

    
    Description of "Figure 12-8 Checklist"

    
    

    For field level information on Checklist screen refer the below table.

    Table 12-3 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.

    On selecting Proceed and clicking Submit, the proposal is moved to the Handoff stage.

    Note:

    For information on Write up data segment, refer Proposal Initiation Chapter.