3.4 Policy Definition

In Policy Definition data segment, you will set the rules and regulations of lending.

Figure 3-19 Policy Initiation_Policy Definition


Description of Figure 3-19 follows
Description of "Figure 3-19 Policy Initiation_Policy Definition"

Note:

Refer Sector Evaluation section for information on changing the layout of the tree view.
  1. To change the tree view to list view, click the list icon at the top left corner. Policy Definition page view is changed as shown below:

    Figure 3-20 Policy Definition


    Description of Figure 3-20 follows
    Description of "Figure 3-20 Policy Definition"

  2. To define policy for the sector, click the Define Policy button in list view or right click the sector icon in tree view. Configuration window is displayed.

    Figure 3-21 Configuration Window


    Description of Figure 3-21 follows
    Description of "Figure 3-21 Configuration Window"

Configuring window

  1. In Configuration window, policy can be defined for the following dimensions:
    • Customer Terms And Conditions
    • Customer Covenants
    • Customer Documents
    • Facility Category
    • Collateral
    • Minimum Eligibility Criteria
    • Assessment Details

Parent topic: Policy Initiation