2.12.2 Offer Issue

This topic provides the systematic instructions to capture the offer issue date and generate the offer letter.

Offer Issue is the next data segment of Offer Issue stage. Offer Issue screen enables the user to capture the Offer Issue date.

1. Click Next in the Assessment Summary screen to proceed with the next data segment, after successfully capturing the data.
   The Offer Issue screen displays.

   Figure 2-62 Offer Issue

   
   

   
   Description of "Figure 2-62 Offer Issue"

   
   
2. All the fields are in this screen are prepopulated and not editable. For more information on fields, refer to the field description table.

   Table 2-51 Offer Issue – Field Description

   Field	Description
   Applicant Name	Displays the applicant name.
   Account Type	Displays the account type.
   Account Branch	Displays the account branch name.
   Business Product Code	Displays the business product code.
   Business Product Name	Displays the business product name.
   Approved Amount	Displays the approved amount.
   Limit Type	Displays the limit type.
   Start Date	Displays the start date.
   End Date	Displays the end date.
   Limit Currency	Displays the limit currency.
   Rate Type	Displays the rate type.
   Interest	Displays the interest amount.
   Base Rate	Displays the base rate.
   Margin	Displays the margin rate. Note: This field displays only for Floating rate type.
   Variance	Displays the variance rate. Note: This field displays only for Fixed rate type.
   Effective Rate	Displays the effective rate of interest.
   Offer Issue Date	Select the offer issue date.
   Generate Offer	Click the checkbox to generate the offer letter. A PDF file will be generated with the offer content. Default template for offer issue is used in this reference workflow.

3. Click Next to navigate to the next data segment, after successfully capturing the data. The system will validate all mandatory data segments and data fields. If mandatory details are not provided, the system displays an error message for the user to take action. User will not be able to proceed to the next data segment, without capturing the mandatory data.