3.8 Financial Profile

Information on the Financial Profile tile in Credit 360 interface.

The Financial Profile tile displays financial information of the customer for last five years based on the financial documents uploaded in Credit Proposal processes such as Credit Proposal Initiation Process.

Figure 3-27 Financial Profile

Description of "Figure 3-27 Financial Profile"

By default, financial information is displayed for last three years.

1. To view the financial information for last five years, select Previous 5 years option from the Show results for drop down list.
2. To expand the Financial Profile, click View all.
   The Financial Profile window is displayed as shown below:

   Figure 3-28 Financial Profile - Expanded View

   
   

   
   Description of "Figure 3-28 Financial Profile - Expanded View"

   
   
3. To exit the Financial Profile window, click the close icon.