10 Document Upload and Checklist

This topic provides systematic nstructions about the Document Upload and Checklist stage in the Group Concentration Extension Process.

In Oracle Banking Credit Facilities Process Management, supporting documents such as balance sheets and collateral documents can be uploaded in any stage of Group Concentration Extension process. Supporting documents help the senior officers in bank to accurately evaluate the credit worthiness of the organization and approve the application. Documents added for the extension process can be removed whenever the document becomes invalid.

  1. Click Doc button at the top right corner of any page.
    The Documents window is displayed.

    Figure 10-1 Documents


    Description of Figure 10-1 follows
    Description of "Figure 10-1 Documents"

    If the document list is configured in Business Process Maintenance, the same appears in the above window. You can also click the add icon to upload other documents.

    In case the mandatory document is not uploaded, the system prompts an alert. You need to upload the necessary documents and proceed further.

  2. To change the table view to the list view, click the list icon at the top right corner. The Documents window appears as shown below.
  3. Click the add icon. The Document Details window is displayed.

    Figure 10-3 Document Details


    Description of Figure 10-3 follows
    Description of "Figure 10-3 Document Details"

    For information on fields in the Document Details page, refer the below table.

    Table 10-1 Document Details

    Fields Description
    Document Type and Document Code Select the Document Type and Document Code from the drop down list. The options available are: Amendment Documents, Proposal Documents and Closure Documents.
    Document Title Type the Document Title.
    Document Description Type a brief description about the document in the Document Description field.
    Remarks Type the Remarks, if any.
    Document Expiry Date Click the calendar icon and select the Document Expiry Date.
    Drop files here or click to select In Drop files here or click to select area, drag and drop the documents or click and select the documents. Selected files are displayed at the bottom.

    Note: To upload multiple supporting documents at the same time, drag and drop or click and select all the documents.

  4. Click Upload.
    The Checklist screen is displayed.

    Figure 10-4 Checklist

    Description of Figure 10-4 follows
    Description of "Figure 10-4 Checklist"
  5. Manually verify all the checklist and enable the corresponding check box.
  6. Select the Outcome as Proceed.
  7. Click Submit. Document is uploaded and listed in the Document window.
  8. To edit or delete the document, click the edit or delete icons.