6.1 ESG Assessment - Initiation

This topic describes the systematic instruction to Initiate ESG Assessment.

1. Click Initiate in the ESG Assessment screen to Initiate.
   The ESG Assessment - Initiation screen displays.

   Figure 6-2 ESG Assessment - Initiation

   
   

   
   Description of "Figure 6-2 ESG Assessment - Initiation"

   
   

ESG Evaluation

2. Click Environment and click on Edit to configure the answers.
   The questions added to the environment sub category screen displays.

   Figure 6-3 Questions

   
   

   
   Description of "Figure 6-3 Questions"

   
   

   Note:

   Specify the answers to the questions dispalyed. The options available are :

   • Yes
   • No
3. Click Social and click on Edit to configure the answers..
   The questions added to the social sub category screen displays.

   Figure 6-4 Questions

   
   

   
   Description of "Figure 6-4 Questions"

   
   

   Note:

   Specify the answers to the questions dispalyed. The options available are :

   • Yes
   • No
4. Click Governance and click on Edit to configure the answers.
   The questions added to the governance sub category screen displays.

   Figure 6-5 Questions

   
   

   
   Description of "Figure 6-5 Questions"

   
   

   Note:

   Specify the answers to the questions dispalyed. The options available are :

   • Yes
   • No

ESG Summary

5. Click on Next in the ESG Initiation screen after successfully capturing the data to view the ESG Summary screen.
   The ESG Summary screen displays.

   Figure 6-6 ESG Summary

   
   

   
   Description of "Figure 6-6 ESG Summary"

   
   

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

   Table 6-2 ESG Summary

   Field	Description
   Overall Grade	Displays the Overall Grade.
   Environment	Displays the Environment category score.
   Social	Displays the Social category score.
   Governance	Displays the Governance category score.
   Covenant	Displays the Covenant only if that answer is added to it.
   Terms & Conditions	Displays the Terms & Conditions only if that answer is added to it.
   System Grade	Displays the System Grade refered by the Gen AI.
   User Selected Grade	Displays the Grade selected by the user.

Comments

6. Click Next in the ESG Summary screen.
   The Comments screen displays.

   Figure 6-7 Comments

   
   

   
   Description of "Figure 6-7 Comments"

   
   

   For information on fields in the Comments screen, refer the below table.

   Table 6-3 Comments

   Field	Description
   Post	Enter the necessary comments in the text box and click Post. The comment is posted.
   Hold	Click Hold, to hold the ESG Assessment Initiation process.
   Back	Click Back, to go back to the previous Data Segment.
   Save and Close	Click Save and Close, to save the process for future edit.
   Submit	Click Submit, to submit the enriched application for evaluation.
   Cancel	Click Cancel, to exit the process without saving the information.