3.1 Steps to initiate Facility Review

To initiate Facility Review process, perform the following steps:

1. Login to OBCFPM.
   
   

   
   Description of the illustration navigation-menu.png

   
   
2. Navigate to Credit Facilities > Corporate > CP Review. The Facility Review Initiation page appears:

   Or

3. Navigate to Credit Facilities > My Portfolio from the left menu.
   The My Portfolio page is displayed.

   Figure 3-1 My Portfolio

   
   

   
   Description of "Figure 3-1 My Portfolio"

   
   
4. Click and expand the required customer. Details associated with the customer appear.
5. Click the Initiate Facility Review button.
   The Facility Review Initiation page is displayed.

   Figure 3-2 CP Review

   
   Description of the illustration obcfpm-facility-review-user-manual_img_10.png

   For information on fields in the CP Review page, refer the below table.

   Table 3-1 CP Review

   Fields/Icon	Description
   Application Priority	Select the facility review Application Priority. The options available are: Low, Medium, and High.
   Application Branch	Search and select the Application Branch. Bank branches maintained in the system are displayed in the drop-down list.
   Initiate Facility Review	Search and select the required customer / party for facility review. The system displays all the WIP applications for the selected party and enables the Initiate Facility Review button.

6. Click Initiate Facility Review. The Customer Info page is displayed.