2.13.2 Loan Summary Details

This topic provides the systematic instructions to view and approve the application.

1. Click Nextin the previous data segment to proceed with the next data segment, after successfully capturing the data.

   If Customer Response is selected as Amend in Offer Accept/Reject data segment.

   The Loan Summary Details screen displays.

   Figure 2-75 Loan Summary Details

   
   

   
   Description of "Figure 2-75 Loan Summary Details"

   
   
2. Specify the fields on Loan Summary Details screen.

   Disbursement Details enables the user to capture the various methods.

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

   Table 2-58 Loan Summary Details – Field Description

   Field	Description
   Applicant Name	Displays the applicant name.
   Account Type	Displays the account type.
   Account Branch	Displays the account branch name.
   Product Code	Displays the product code selected for this loan account.
   Product Name	Displays the product name selected or this loan account.
   Host Product Code	Displays the host product code mapped to the business product for this loan account.
   Host Product Description	Displays the host product name mapped to the business product for this loan account.
   Application Details	Displays the applicant details.
   Loan Amount	Displays the final loan approved amount.
   Loan Tenure	Displays the final loan tenure for the approved amount.
   Interest Rate	Displays the rate of interest for the approved loan amount.
   Repayment Method	Displays the repayment method.
   Repayment Frequency	Displays the frequency of repayment.
   Repayment Schedule View	Select it to indicate if user needs to view the repayment schedule.
   Application Life Cycle Details	Displays the application life cycle details.
   Application Date	Displays the application date.
   Assessment Approval Method	Displays the assessment approval method.
   Offer Approved Date	Displays the offer approved date.
   Offer Accepted Date	Displays the offer accepted date.
   Approval Details	Displays the approval details.
   Approver ID	Displays the approver ID.
   Stage	Displays the stage.
   Date	Displays the date.
   Offer Issue Date	Displays offer issue date.
   User Recommendation	Specify the User recommendation. The available options are: Recommended for Approval Recommended for Reject
   User Action	Displays the user action based on user recommendation.