9 Draft Generation

This topic provides systematic instrcutions about the Draft Generation stage in Simplified Credit Proposal Evaluation Process.

In this stage, customer’s communication address can be configured and the draft document can be generated for customer acceptance.

To generate draft for the proposal, perform the following steps:

  1. From Home screen, click Tasks. Under Tasks, click Free Tasks..
    The Free Tasks page is displayed.

    Figure 9-1 Free Tasks

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    Description of "Figure 9-1 Free Tasks"
  2. Select the required application and click Acquire & Edit.
    The Draft Generation - Summary page is displayed.

    Figure 9-2 Draft Generation - Summary

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    Description of "Figure 9-2 Draft Generation - Summary"
  3. To view the sector and industry information, click the industry icon in customer information section.
    The Industry Details window is displayed.

    Figure 9-3 Industry Details

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    Description of "Figure 9-3 Industry Details "
  4. Click Close to exit the Industry Details window.
  5. To view the overview of the organization, click the entity overview icon in Customer Information section.
    The Entity Overview window is displayed.

    Figure 9-4 Entity Overview

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    Description of "Figure 9-4 Entity Overview "
  6. To change the layout of the entity overview, click the configuration icon at the top right corner.
    The Layout window is displayed.

    Figure 9-5 Layout

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    Description of "Figure 9-5 Layout "
  7. Select the required layout. Entity Overview is changed to the selected layout as shown below.
  8. To exit the Entity Overview window, click Close.

    In Customer Information section, the count of Share Holders, Contractors, Guarantors, and Bankers is displayed.

  9. To view the detailed information about the Share Holders, Contractors, Guarantors, and Bankers, click the respective count numbers.

    Note:

    For more information on actions that can be performed in the Summary page, Refer Credit 360 User Guide.
  10. After reviewing the Summary, click Next.
    The Draft Generation page is displayed.

    Figure 9-7 Draft Generation

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    Description of "Figure 9-7 Draft Generation "
  11. Click Generate Document.
    The Draft Generation Details window is displayed.

    Figure 9-8 Draft Generation Details

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    Description of "Figure 9-8 Draft Generation Details"
    For information on fields in the Draft Generation Details screen, refer the below table.

    Table 9-1 Draft Generation Details

    Field Description
    E-mail To

    In E-mail To field, type the E-mail address to which the proposal draft has to be sent.

    E-mail CC

    In E-mail CC field, type the E-mail address which has to be in CC of draft proposal mail.

    Subject

    In Subject field, type the mail subject.

    Generate

    Click Generate. Proposal draft configured in the system is sent to the mail ID mentioned in E-Mail To field.

    Figure 9-9 Draft Generation

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    Description of "Figure 9-9 Draft Generation"
  12. Click Next.
    The Comments page is displayed.

    Figure 9-10 Comments

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    Description of "Figure 9-10 Comments"
  13. Post comments, if required. Posted comment is displayed below the Comments box.
  14. Click Submit.
    The Policy exceptions window is displayed.

    Figure 9-11 Business


    Description of Figure 9-11 follows
    Description of "Figure 9-11 Business"

    By default, policy exceptions are displayed for both the organization (party) and its child party.

  15. To view the policy exception detail specific to party or child party, select the party from the drop down list at top left corner.
  16. Click the Checklist data segment.
  17. Select the Outcome as PROCEED, if additional information is not required. Otherwise select the Outcome as Additional Info.
  18. Click Submit. The draft proposal is sent to the mentioned Email ID.

    Upon customer acceptance of the draft proposal, the proposal will be available in the Simplified Credit Proposal Handoff Process initiation page.

    If the customer rejects the draft proposal, the proposal is sent to the Proposal Restructuring stage.

    Note:

    Write Up data segment appears, if the data segment is enabled in the Maintenance module. Refer Appendix A for information on the Write Up data segment.