Table of Contents

• Title and Copyright Information
• 1 Preface
  • 1.1 About this Guide
  • 1.2 Intended Audience
  • 1.3 Conventions Used
  • 1.4 Common Icons in OBCFPM
• 2 Covenant Tracking
  • 2.1 Covenant Tracking Overview
• 3 RM Response
  • 3.1 Updating Covenant Details
  • 3.2 Viewing Covenant Details
  • 3.3 Uploading Documents
  • 3.4 Viewing Covenant History
  • 3.5 Comments
• 4 Covenant Review
  • 4.1 Updating Covenant Details
  • 4.2 View Covenant
  • 4.3 Uploading Documents
  • 4.4 Covenant History
  • 4.5 Comments
• 5 Breach - Credit Officer
  • 5.1 Covenant Breach - Credit Officer
  • 5.2 Updating Covenant Details
  • 5.3 Viewing Covenant Details
  • 5.4 Uploading Documents
  • 5.5 Viewing Covenant History
  • 5.6 Comments
• 6 Breach - RM
  • 6.1 Covenant Breach - RM
  • 6.2 Updating Covenant Details
  • 6.3 View Covenant Details
  • 6.4 Uploading Documents
  • 6.5 Viewing Covenant History
  • 6.6 Comments
• 7 Covenant Approval
  • 7.1 Risk Approval
  • 7.2 Updating Covenant Details
  • 7.3 Viewing Covenant Details
  • 7.4 Uploading Documents
  • 7.5 Viewing Covenant History
  • 7.6 Comments
• 8 Handoff
  • 8.1 Hand Off to Back Office System
• 9 Handoff - Manual Retry
• 10 Supporting Documents
  • 10.1 Uploading Supporting Documents
• 11 Financial Documents
  • 11.1 Uploading Financial Documents
• 12 Conditions Compliance Initiation
  • 12.1 Terms and Conditions Details
  • 12.2 Customer Summary
  • 12.3 Comments
• 13 Terms and Conditions Compliance Approval
  • 13.1 Customer Summary
  • 13.2 Terms and Conditions Details
  • 13.3 Comments
• 14 Document Upload and Checklist
• 15 Reference and Feedback