2 Docket Generation

This topic provides the systematic instructions about Docket Generation.

This stage acts as the initiation stage for the Post Sanction process where the Document Officer must upload the necessary customer documents for evaluation and mark the facility for release with the Credit Proposal application details as gold copy.

The following table provides a high level overview about the Docket Generation stage in post sanction process.

Table 2-1 Docket Generation Information and Activities

Information available for user Activities that can be performed by user
  • Latest approved Credit Proposal (Gold copy)
  • Approved facility amount
  • Released facility amount
  • Select Group for which PSN to be initiated
  • Initiate PSN
  1. On Home screen, click Credit Facilities. Under credit facilities, click My Portfolio.
    The My Portfolio screen is displayed.

    Figure 2-1 My Portfolio


    Description of Figure 2-1 follows
    Description of "Figure 2-1 My Portfolio"

  2. Click Triangle icon and expand the required customer.

    Figure 2-2 My Portfolio - Expanded View


    Description of Figure 2-2 follows
    Description of "Figure 2-2 My Portfolio - Expanded View"

    Figure 2-3 My Portfolio - Expanded View


    Description of Figure 2-3 follows
    Description of "Figure 2-3 My Portfolio - Expanded View"

  3. Click on Initiate PSN to Initiate the PSN task and the Docket Generation - Summary screen is directly displayed.
    The Party Selection screen displays.

    Figure 2-4 Party Selection


    Description of Figure 2-4 follows
    Description of "Figure 2-4 Party Selection"

  • Summary
    This topic provide systematic instructions about the summary in docket genegartion.
  • Write Up
    This topic provides systematic instructions about the write up in docket genegartion.
  • Limit Configuration
    This topic provides systematic instructions about Limit Configuration.
  • Comments
    This topic provides systematic instructions about comments.