2.7.1 Qualitative Scorecard

This topic provides the systematic instructions to capture the relevant evaluation details Applicant wise (if more than one applicant) and the scores are automatically displayed based on the Question / Answer configuration provided for this type of score card.

The relevant qualitative score card ID is attached to the Current Account Business Product and thereby the Current Account inherits the score card attributes for evaluation.

The Qualitative Scorecard screen enables the user to capture the relevant evaluation details Applicant wise (if more than one applicant) and the scores are automatically displayed based on the Question / Answer configuration provided for this type of score card.

The relevant qualitative score card ID is attached to the Savings Account Business Product and thereby the Current Account inherits the score card attributes for evaluation.

1. Click Acquire and Edit in the Free Tasks screen of the previous stage for the application for which Application Assessment stage has to be acted upon.

   The Qualitative Scorecard screen displays.

   Figure 2-44 Qualitative Scorecard

   
   

   
   Description of "Figure 2-44 Qualitative Scorecard"

   
   
2. Specify the fields on Qualitative Scorecard screen.

   Note:

   The fields, which mentioned as Required, are mandatory.

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

   Table 2-40 Qualitative Scorecard – Field Description

   Field	Description
   Applicant Name	Displays the name of the applicant.
   Questionnaire Code	Displays the Questionnaire code.
   Questionnaire Description	Displays the description of the Questionnaire code.
   Question	Displays the question configured for the Questionnaire code.
   Answer	Select the answer from the drop-down values available. The answers are populated based on the Answers configured in the Questionnaire code.

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.