4 Business Head Review

This topic provides information about Business Head Review.

In this stage, a senior member of the business team reviews the credit proposal and verifies if all the documents, agreements or any other pre-disbursement related activity to be performed by the customer have been completed. The Reviewer also verifies if the completion of the documents is as per the process or not.

The following table provides a high level overview about the Business Head Review stage in PSN process.

Table 4-1 Business Head Review Information and Activities

Information available for user Activities that can be performed by user
  • Latest approved Credit Proposal (Gold copy)
  • Customer summary
    • Liabilities approved
    • Facilities approved
    • Collateral Offered
    • Covenants stipulated
    • T&C stipulated
    • Financials
    • Demographic details
  • Facility marked for release
  • Collateral value updated as Held
  • Comments from previous stage
  • Verify the document/agreements uploaded in previous stage
  • Review the facility marked for release
  • Review the collateral updated as held
  • Update comments
  • Submit the application for document review
  • Send the application back for more information

Business Head stage is similar to the Docket Generation stage. Refer Docket Generation chapter for field level information.

After adding comments for this stage, select Outcome as Proceed and click Submit, the PSN application is moved to the Document Officer Review stage.

  • Summary
    This topic provides systematic instructions about summary.
  • Write Up
    This topic provides systematic instructions about writeup.
  • Limit Configuration
  • Comments
    This topic provides systematic instructions about the Comments.