10.2 Field Investigation

This topic provides systematic instructions about the procedure to add field investigation details.

Click Next in the Field Investigation - Collateral Summary screen, the Field Investigation data segment displays.

Figure 10-3 Field Investigation


Description of Figure 10-3 follows
Description of "Figure 10-3 Field Investigation"

To capture the field investigation details for the collateral:

  1. Click the action icon in the collateral record and select Edit.
    The Field Investigation - Configure - Collateral Type screen displays.

    Figure 10-4 Field Investigation - Configure - Collateral Type


    Description of Figure 10-4 follows
    Description of "Figure 10-4 Field Investigation - Configure - Collateral Type"

  2. Click Next and navigate to the Field Investigation menu.

    Figure 10-5 Field Investigation - Configure - Field Investigation


    Description of Figure 10-5 follows
    Description of "Figure 10-5 Field Investigation - Configure - Field Investigation"

  3. Click the add icon in the Field Investigation - Configure - Field Investigation screen.
    The Field Investigation Details screen displays.

    Figure 10-6 Field Investigation - Configure - Investigation Details Added


    Description of Figure 10-6 follows
    Description of "Figure 10-6 Field Investigation - Configure - Investigation Details Added"

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

    Table 10-1 Field investigation Details - Field Description

    Field Description
    Field Investigation Agency Select the agency which carried out the field investigation for the collateral.
    Field Investigation Date Specify the date on which the field investigation is carried out.
    Field Investigation Outcome Specify the Field Investigation Outcome.
    Field Investigation Remarks Capture the Field Investigation Remarks for the collateral.
  4. Click on Ask Geneartive AI.
    The Generative AI screen displays.

    Figure 10-7 Generative AI


    Description of Figure 10-7 follows
    Description of "Figure 10-7 Generative AI"

    Note:

    The system automatically generates a Generative AI opinion. The user can edit the Generated AI text and update the details as required.

  5. Click Proceed.
    The Field Investigation Details screen displays.

    Figure 10-8 Field Investigation Details


    Description of Figure 10-8 follows
    Description of "Figure 10-8 Field Investigation Details"

  6. After capturing field investigation details, click Next.
    The Field Investigation - Configure - Questionnaire Evaluation screen displays.

    Figure 10-9 Field Investigation - Configure - Questionnaire Evaluation


    Description of Figure 10-9 follows
    Description of "Figure 10-9 Field Investigation - Configure - Questionnaire Evaluation"

    Note:

    In the above screen, the questionnaires linked to the Field Investigation stage in Business Process configuration are displayed. You can manage the questionnaire process linkage in Maintenance module.
  7. Select answer for all the questions and click Submit.

    In case of multiple questions, the right arrow appears in the Questionnaire screen. Click the right arrow to view next question.

    Once the evaluation is completed, the system displays the overall score for evaluation in Field Investigation - Configure - Questionnaire Evaluation screen based on the score generated for each answer provided in the Questionnaire screen.

    User can click the Action icon in the tile and select Edit or Comment to modify the answers or capture comment for the evaluation, respectively.

  8. After performing all the evaluation, click Submit.

Parent topic: Field Investigation