5 SME CP Initiation Proposal Approval

This topic describes the systematic instructions for SME CP Initiation Proposal Approval.

Following data segments are enabled in SME CP Initiation - Proposal Approval stage.
  • Customer Summary
  • Other Bank Facilities
  • Write up
  • Approval
  • Comments
  1. In OBCFPM, navigate to Tasks, under Tasks click Free Tasks
    The Free Task screen displays.

    Figure 5-1 Free Tasks


    Description of Figure 5-1 follows
    Description of "Figure 5-1 Free Tasks"

  2. Acquire & Edit the required Proposal Structuring task.
    The SME CP Initiation Proposal Approval summarizing the proposal appears.

    Figure 5-2 SME CP Initiation - Proposal Approval


    Description of Figure 5-2 follows
    Description of "Figure 5-2 SME CP Initiation - Proposal Approval"

Other Bank Facilities

  1. Click Next, The Other Bank Facilities page appear.

    Figure 5-3 Other Bank Facilities


    Description of Figure 5-3 follows
    Description of "Figure 5-3 Other Bank Facilities"

    Note:

    For more information about Other Bank Facilities refer Credit Proposal User Guide - Proposal Initiation - Other Bank Facilities.

Write up

  1. Click Next, the Write up screen appears.
    The Write up scree displays.

    Figure 5-4 Write up


    Description of Figure 5-4 follows
    Description of "Figure 5-4 Write up"

    Note:

    For more information about Write up refer Credit Proposal User Guide - Proposal Initiation - Write Up.

Approval

  1. Click Next, the Approval screen appears.
    The Approval screen displays.

    Figure 5-5 Approval


    Description of Figure 5-5 follows
    Description of "Figure 5-5 Approval"

    Note:

    For more information about Write up refer Credit Proposal User Guide - Proposal Approval.

Comments

  1. Click Next, the Comments screen appears.
    The Comments screen displays.

    Figure 5-6 Comments


    Description of Figure 5-6 follows
    Description of "Figure 5-6 Comments"

    Note:

    For more information about Comments, refer Credit Proposal User Guide - Proposal Initiation - Comments.
  2. Click Submit.