3 Policy Initiation

Policy initiation is the first stage in policy definition process. In this stage, actual policy is defined by the Policy Analyst and sent for multiple approvals. The policy defined in OBCFPM is used to validate the data captured throughout the credit processes to facilitate the overall process performed in bank.

Steps to define policy

1. Login to OBCFPM. Enter your User Name, Password and click Sign In.

   Figure 3-1 Login Screen

   
   

   
   Description of "Figure 3-1 Login Screen"

   
   
2. Navigate to Policy > Policy Definition. Select Sector from drop-down list and Click Initiate Policy. Policy Initiation page is displayed.

   Figure 3-2 Policy Definition

   
   

   
   Description of "Figure 3-2 Policy Definition"

   
   

   Figure 3-3 Policy Initiation

   
   

   
   Description of "Figure 3-3 Policy Initiation"

   
   

• Policy Initiation
  
• Sector Evaluation
  
• Headroom Definition
  
• Policy Definition
  
• Policy Summary
  
• Comments