10.2 Steps to generate draft

This topic provides systematic instructions about the steps to generate draft.

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

   Figure 10-1 Free Tasks

   
   

   
   Description of "Figure 10-1 Free Tasks"

   
   
2. Acquire & Edit the required Draft Generation task.
   The Draft Generation - Customer Summary page is displayed.

   Figure 10-2 Draft Generation - 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 Summary page appears.

   For information on actions that can be performed in the Summary page, refer Proposal Enrichment - Summary.

4. Click Next in the Summary page.
   The Draft Generation page is displayed.

   Figure 10-3 Draft Generation

   
5. Click Generate Document.
   The Draft Generation Details window is displayed.

   Figure 10-4 Draft Generation Details

   

   For field level information on Draft Generation Details screen refer the below table.

   Table 10-1 Draft Generation Details

   Fields	Description
   E-mail To	In E-mail To field, enter the E-mail address to which the proposal draft has to be sent.
   E-mail CC	In E-mail CC field, enter the E-mail address which has to be in CC of draft proposal mail.
   Subject	In Subject field, enter the mail subject.

6. Click Generate. Proposal draft configured in the system is sent to the mail ID mentioned in E-Mail To field.

   Figure 10-5 Draft Generation

   

   For field level information on Draft Generation screen refer the below table.

   Table 10-2 Draft Generation

   Fields	Description
   View Document	Click View Document to view the generated draft document.
   Download Document	Click Download Document to download the generated draft document.

7. After generating proposal draft, click Next.
   The Comments page is displayed.

   Figure 10-6 Comments

   
   

   
   Description of "Figure 10-6 Comments"

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

   Figure 10-7 Policy Exceptions

   
   

   
   Description of "Figure 10-7 Policy Exceptions"

   
   

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

   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 10-8 Checklist

    
    

    
    Description of "Figure 10-8 Checklist"

    
    

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

    Table 10-3 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.

    On customers acceptance of the draft proposal, the proposal is sent to Limit Configuration stage.

    If the customer rejects the draft proposal, the proposal is sent to the Proposal Restructuring stage.

    Note:

    For information on Write up data segment, refer Proposal InitiationChapter.