3 Amendment Initiation

Brief Introduction to the Amendment Initiation stage in Group Concentration Limit Amendment process.

In this stage, the user can initiate Group Concentration Limit Amendment for the requested customer by modifying the facility details.

To initiate Group Concentration Limit Amendment Process, perform the following steps:

Initiation Steps

  1. Login to OBCFPM.
  2. Navigate to Credit Facilities > My Portfolio.
    The My Portfolio page is displayed.

    Figure 3-1 My Portfolio


    Description of Figure 3-1 follows
    Description of "Figure 3-1 My Portfolio"

  3. Click and expand the required customer.
  4. Click Initiate GC Amendment. The Initiation page is displayed.
    Or
  5. Navigate to Credit Facilities > Corporate > Group Concentration > GC Amendment.
    The GC Amendment page is displayed.

    Figure 3-2 GC Amendment


    Description of Figure 3-2 follows
    Description of "Figure 3-2 GC Amendment"

    For information on fields in the GC Amendment page, refer the below table.

    Table 3-1 GC Amendment

    Field/Icon Description
    Application Priority Select the GC Amendment Application Priority. The options available are: Low, Medium, and High.
    Application Branch Select the Application Branch. Bank branches maintained in the system are displayed in LOV.
    Party Id Search and select the required Party Idfor which GC Amendment has to be initiated. The system displays all the WIP Applications for the selected party and enables the Initiate GC Amendment.
  6. Click the Initiate GC Amendment.
    The Initiation - Customer Info screen is displayed.
  • Customer Info
    This topic provides systematic instructions about the Customer Info data segment in Group Concentration Limit Amendment process.
  • Liability Details
    This topic provides systematic instructions about the Liability Details data segment in Group Concentration Limit Amendment process.
  • Comments
    This topic provides systematic instructions about the Comments data segment in Group Concentration Limit Amendment process.
  • Summary
    This topic provides systematic instructions about the Summary data segment in Group Concentration Limit Amendment process.