3.4 Summary

This topic provides systematic instructions about the Summary data segment in Group Concentration Limit Amendment process.

This data segment is the graphical representation of customer information such as Facility Summary, Collateral Summary, Other Bank Facilities, Covenants, Terms & Conditions, Financial Profile, Projections, Upcoming Events, Group Entities, Scores, Groupwise Exposure Details, Connected Parties, and Ratings.

Note:

For information on the actions that can be performed in this Summary page, refer Credit 360 User Manual.

Figure 3-18 Initiation_Customer Summary

Description of "Figure 3-18 Initiation_Customer Summary"

For information on fields in the Customer Summary page, refer the below tables.

Table 3-5 Customer Summary

Fields	Description
Hold	To hold the Amendment Initiation, click Hold.
Back	To go back to the previous page, click Back.
Save & Close	To save and exit the window, click Save & Close.
Submit	To submit the Amendment Initiation task, click Submit.
Cancel	To cancel the operation, click Cancel.

Click Submit, the Policy Exception window is displayed.

Figure 3-19 Business

Description of "Figure 3-19 Business"

By default, policy exceptions are displayed for both the party and child parties. To view the policy exceptions for particular party / child party, select the required party / child party from the drop down list at top left corner.

1. Click the Checklist data segment.

   Figure 3-20 Checklist

   
   

   
   Description of "Figure 3-20 Checklist"

   
   

   Note:

   In Enrichment stage, Is KYC Required check box appears in the above window. Select the Is KYC Required check box to create KYC Check task.
2. Select the Outcome as Proceed and click Submit. The amendment application is moved to the Enrichment stage.