3.4 Summary

This topic provides systematic instructions about the Summary data segment in Group Concentration Extension Process.

This data segment is the graphical representation of customer information such as Liability Summary, 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.

Figure 3-9 Customer Summary

Description of "Figure 3-9 Customer Summary"

In the Liability Summary widget, you can perform the following actions:

• Filter the liabilities using the Filter icon or Type to filter text box
• Click the Party Id to view the party details
• Use the Table View, List View, and Tree View icons to change the layout of Liability Summary widget

  Note:

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

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

Table 3-3 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 Extension Initiation task, click Submit.
Cancel	To cancel the operation, click Cancel.

Click Submit, the Policy Exception window is displayed.

Figure 3-10 Business

Description of "Figure 3-10 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 3-11 Checklist

   
   

   
   Description of "Figure 3-11 Checklist"

   
   
2. Select the Outcome as Proceed and click Submit. The extension application is moved to the Enrichment stage.