3 Document Execution

This topic provides systematic instructions about Document Execution.

In this stage, the Relationship Manager or the Credit Manager can review the documents added in Docket Generation stage and also add additional documents if any. In addition, the Release Amount specified in the Docket Generation stage can be modified, new facility can be marked for release or the facilities already marked for release can be removed from release.

The following table provides a high level overview about the Document Execution stage in PSN process.

Table 3-1 Document Execution 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
  • Check documents/agreements related to facility/collateral/Covenants/T&C for completion
  • Upload new documents received
  • Update facility amount for release
  • Update collateral held value
  • Submit application for review

Document Execution stage is similar to the Docket Generation stage. Refer Docket Generation for field level information.

The Outcomes available for selection in this stage are:

  • Proceed
  • Additional Info

If Outcome is selected as Proceed, the PSN application is moved to the Business Head Review stage on clicking Submit.

You can select Additional Info, if the information provided in the Docket Generation stage is not sufficient for you to proceed further.

If Outcome is selected as Additional Info, the PSN application is moved to Docket Generation stage on clicking Submit.

  • Summary
    This topic provides systematic instructions about Summary.
  • Write Up
    This topic provides systematic instructions about Writeup.
  • Limit Configuration
    This topic provides systematic instructions about Limit Configuration.
  • Comments
    This topic provides systematic instructions about Comments data segment in the Document Execution stage.