4 SME CP Initiation - Proposal Structuring

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

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

    Figure 4-1 Free Tasks


    Description of Figure 4-1 follows
    Description of "Figure 4-1 Free Tasks"

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

    Figure 4-2 SME CP Initiation Proposal Structuring


    Description of Figure 4-2 follows
    Description of "Figure 4-2 SME CP Initiation Proposal Structuring "

  3. Click Next, The Other Bank Facilities page appear.
    The Other Bank Facilities screen displays.

    Figure 4-3 Other Bank Facilities


    Description of Figure 4-3 follows
    Description of "Figure 4-3 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 screen displays.

    Figure 4-4 Write up


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

    Note:

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

Risk Evaluation

  1. Click Next, the Risk Evaluation screen appears.
    The Risk Evaluation scree displays.

    Figure 4-5 Risk Evaluation


    Description of Figure 4-5 follows
    Description of "Figure 4-5 Risk Evaluation"

    Note:

    For more information about Risk Evaluation, refer Credit Proposal User Guide - Proposal Evaluation - Risk Evaluation.

Legal Evaluation

  1. Click Next, the Legal Evaluation screen appears.
    The Legal Evaluation screen displays.

    Figure 4-6 Legal Evaluation


    Description of Figure 4-6 follows
    Description of "Figure 4-6 Legal Evaluation"

    Note:

    For more information about Legal Evaluation, refer Credit Proposal User Guide - Proposal Evaluation - Legal Evaluation.

Credit Evaluation

  1. Click Next, the Credit Evaluation screen appears.
    The Credit Evaluation screen displays.

    Figure 4-7 Credit Evaluation


    Description of Figure 4-7 follows
    Description of "Figure 4-7 Credit Evaluation"

    Note:

    For more information about Credit Evaluation, refer Credit Proposal User Guide - Proposal Evaluation - Credit Evaluation.

Proposal Structuring

  1. Click Next, the Proposal Structuring screen appears.
    The Proposal Structuring screen displays.

    Figure 4-8 Proposal Structuring


    Description of Figure 4-8 follows
    Description of "Figure 4-8 Proposal Structuring"

    Note:

    For more information about Proposal Structuring, refer Credit Proposal User Guide - Proposal Structuring.

Comments

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

    Figure 4-9 Comments


    Description of Figure 4-9 follows
    Description of "Figure 4-9 Comments"

    Note:

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