2.10.1 Assessment Summary

This topic provides the systematic instructions to view the assessment summary of the Savings Account application.

Assessment Summary is the view only data segment of Offer Issue stage.

To view the assessment summary:

1. On acquiring the Offer Issue stage the Assessment Summary screen is displayed.

   Figure 2-55 Summary

   
   

   
   Description of "Figure 2-55 Summary"

   
   
2. Specify the fields on Assessment Summary screen.
   For more information on fields, refer to the field description table.

   Table 2-45 Assessment Summary – Field Description

   Field	Description
   Requested Amount	Displays the requested overdraft amount.
   Tenure	Displays the tenure.
   Base Rate	Displays the interest rate without including margin / variance.
   Rate of Interest	Displays the rate of interest. Click to view the rate type.
   Margin	Displays the approved margin. This field displays if the Rate Type is selected as Floating.
   Variance	Displays the approved variance. This field displays if the Rate Type is selected as Fixed.
   Total Weightage Score	Displays the total weightage score.
   Approved Amount	Displays the final approved loan amount.
   Proposed Margin	Displays the proposed margin from Decision Service. This field displays if the Rate Type is selected as Floating.
   Proposed Variance	Displays the proposed variance from Decision Service. This field displays if the Rate Type is selected as Fixed.
   Effective Rate	Displays the effective rate of interest.
   System Recommendation	Displays the system recommendations.
   Grade	Displays the grade of the applicant.
   Manual Decision	Displays the manual decision.

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.