4 Business Recommendation

In this stage, Business Head in the bank verifies the policy details defined by the Policy Analysts and recommends the necessary changes.

Note:

In this Chapter, only the actions that must be performed by the Business Head are explained. Refer Initiating Policy Definition chapter for field level explanations.
  1. To acquire the Business Recommendation task, navigate to Tasks > Free Tasks from the Navigation Menu.
  2. Click Acquire and Edit and acquire the required task. Sector Evaluation page is displayed.

    Figure 4-2 Business Recommendation_Sector Evaluation


    Description of Figure 4-2 follows
    Description of "Figure 4-2 Business Recommendation_Sector Evaluation"

    In Sector Evaluation page, business head can perform re-evaluation and capture comments for the evaluation.

  3. Right click the sector, industry group, industry and sub - industry and then click Evaluate Now. Sector Evaluation window is displayed.

    Figure 4-3 Sector Evaluation


    Description of Figure 4-3 follows
    Description of "Figure 4-3 Sector Evaluation"

    For information on fields in the Sector Evaluation screen, refer the below table.

    Table 4-1 Sector Evaluation

    Fields/Icons Description
    Edit To perform re-evaluation, click Edit.
    Comments To capture comments for the evaluation, click Comments.
    Close Click Close to close the window.
  4. In Section Evaluation page, click Next. Headroom Definition page is displayed.

    Figure 4-4 Business Recommendation_Headroom Definition


    Description of Figure 4-4 follows
    Description of "Figure 4-4 Business Recommendation_Headroom Definition"

  5. Right click the sector, industry group, industry and sub - industry and then click Define Appetite. Appetite Setting window is displayed.

    Figure 4-5 Business Recommendation_Appetite Setting


    Description of Figure 4-5 follows
    Description of "Figure 4-5 Business Recommendation_Appetite Setting"

    In Appetite Setting window, the values cannot be modified.
  6. View the necessary details and click Submit.
  7. In the Headroom Definition page, click Next. Policy Definition page is displayed.

    Figure 4-6 Business Recommendation_Policy Definition


    Description of Figure 4-6 follows
    Description of "Figure 4-6 Business Recommendation_Policy Definition"

  8. Right click the sector, industry group, industry and sub - industry and then click Configure. Policy Definition Configuration window is displayed.

    Figure 4-7 Policy Definition Configuration


    Description of Figure 4-7 follows
    Description of "Figure 4-7 Policy Definition Configuration"