8 Manual Retry

This topic describes the systematic instructions for Manual Retry.

The proposal is automatically handed off to the back office system for creation of party as well as liability, facility, collateral and covenants, if the outcome of the previous stage is Proceed. If the automatic handoff fails, the proposal is sent to the Handoff - Manual Retry stage.

To manually Handoff the proposal to the Back Office System, perform the following steps:

1. In OBCFPM, navigate to Tasks under Tasks, click Free Tasks
   The Free Tasks screen displays.

   Figure 8-1 Free Tasks

   
   

   
   Description of "Figure 8-1 Free Tasks"

   
   
2. Acquire & Edit the required Manual Retry task.
   The SME CP Initiation Manual Retry screen displays.

   Figure 8-2 Manual Retry

   
   

   
   Description of "Figure 8-2 Manual Retry"

   
   

   In Summary page the hand-off error details are displayed
3. View the Hand-Off Error Details and make necessary changes.
4. Click Next.
   The Customer Info is displays.

   Figure 8-3 Customer Details

   
   

   
   Description of "Figure 8-3 Customer Details"

   
   
5. Click and click Add customer.

   The Customer Details screen displays.

   Figure 8-4 Customer Details

   
   

   
   Description of "Figure 8-4 Customer Details"

   
   

   Note:

   For more information on adding facility details refer SME CP Initiation
6. Click Next in the Customer Info screen.
   The Liability screen displays.

   Figure 8-5 Liability

   
   

   
   Description of "Figure 8-5 Liability"

   
   
7. To add the liability details, expand and mouse hover on the Liability section.
   Click Edit icon, The Liability Details screen displays.

   Figure 8-6 Liability Details

   
   

   
   Description of "Figure 8-6 Liability Details"

   
   

   For more information on fields, refer to the field description table.

   Table 8-1 Liability Details

   Fields	Comments
   Branch	Click Search icon and select Branch.
   Requested liability currency	Click Search icon and select Requested liability currency.
   Requested liability amount	Specify the Liability amount requested by the party.
   Return on capital	Ratio calculated by dividing the after tax operating income by the average book-value of the invested capital .
   Probability of default	Estimate of the likelihood that the entity will be unable to meet its debt obligations
   Loss given default	Amount of money a bank or other financial institution loses when a borrower defaults on a loan.
   Cash cover	Amount deposited by the party in your bank Proposed Funded Sell Down - Funded sell down proposed for the party.
   Proposed liability amount	Specify the Proposed liability amount.
   Approval liability amount	Specify the Approval liability amount.
   Proposed funded sell down	Specify the Proposed funded sell down.
   Proposed unfunded sell down	Specify the Proposed unfunded sell down.
   Approved funded sell down	Specify the Approved funded sell down.
   Approved unfunded sell down	Specify the Approved unfunded sell down.
   Total gross facility	Displays the Total gross facility.
   Total net facility	Displays the Total net facility
   Next review	Select Rating Date. The Party's Liability needs to be reviewed.
   Requested expiry date	Select Requested expiry date for the liability based on your party request.
   Proposed expiry date	Specify the Proposed expiry date.
   Approved expiry date	Specify the Approved expiry date.
   Fetch Latest UDF	Click Fetch Latest UDF button to input UDF data available in ELCM.

   Click Save. Details are updated in the Liability details section.

   Note:

   For more information about Liability refer Credit Proposal User Guide - Proposal Initiation - Funding Requirements
8. Click Next in the Liability screen.
   The Comments screen displays.

   Figure 8-7 Comments

   
   

   
   Description of "Figure 8-7 Comments"

   
   

   Note:

   For more information about Comments refer Credit Proposal User Guide - Proposal Initiation - comments.