- Retail Loans Origination User Guide
- Retail Loans Account Origination Process
- Manual Credit Assessment
- Summary
2.6.2 Summary
This topic provides the systematic instructions to view the summary of each of the data segmentsin as many tiles as the number of data segments in the given stage.
The system displays the summary of each of the data segments in as many tiles as the number of data segments in the given stage.
To view the summary details:
- Click Next in previous data segment to proceed with the
next data segment, after successfully capturing the data.
The Summary - Manual Credit Assessment screen displays.
Each of these summary tiles are clickable and the user will have the option to view all the details captured under the given data segment. For more information on fields, refer to the field description table.
Table 2-39 Summary - Manual Credit Assessment – Field Description
Data Segment Description Customer Information Displays the customer information. Loan Details Displays the loan details. Financial Details Displays the financial details. Credit Rating Details Displays the credit rating details. Valuation Details Displays the valuation details. Legal Opinion Displays the legal opinion. Assessment Details Displays the assessment details. Manual Assessment Details Displays the manual assessment details. - Click Submit to reach the OUTCOME, where the overrides, checklist and documents for this stage are verified. The Overrides screen is displayed.
- In the Checklist screen the system displays the error message if document checklist is not verified. Click Proceed Next to proceed. The Outcome screen appears.
- In the Outcome screen, select appropriate option from the Select to Proceed field.
- Select Proceed outcome from the drop-down list.
It will logically complete the Manual Credit Assessment stage for the Loan Application. The Workflow Orchestrator will automatically move this application to the next processing stage, Manual Credit Decision stage.
The stage movement is driven by the business configuration for a given combination of Process Code, Life Cycle and Business Product Code.
- Click Submit to submit the Manual Credit Assessment stage. The confirmation screen appears with the submission status, the Application Reference Number and the Process Application Reference Number.
- Click Close to close the window.
OR
Click Go to Free Task. The system successfully moves the Application Reference Number along with the process reference numbers to the Manual Credit Decision stage. This application will be available in the FREE TASKS list. The user who has the access rights will be able to acquire and proceed with the next processing stage of the application.
Parent topic: Manual Credit Assessment