1.4.2 Financial Profile

This topic provides the systematic instruction to enrich the customer’s financial information in the Financial Profile.

Note:

The fields, which are marked with an asterisk, are mandatory.

1. On the Party Details screen, click on the Financial Profile section
   The Financial Profile screen displays.
2. Click + icon to add the financial profile.
   The Add Financial Profile screen displays.

   Figure 1-24 Add Financial Profile

   
   

   
   Description of "Figure 1-24 Add Financial Profile"

   
   

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

   Table 1-15 Add Financial Profile – Field Description

   Field	Description
   Year	Specify the year for which the financial details will be captured.
   Balance Sheet Size	Specify the balance sheet size of the Financial Institution for the selected year.
   Operating Profit	Specify the operating profit of the Financial Institution for the selected year.
   Net Profit	Specify the net profit of the Financial Institution for the selected year.
   Year Over Year Growth	Specify the year-on-year growth.
   Return On Investment	Specify the return on investment for the selected year.
   Return On Equity	Specify the return on equity for the selected year.
   Return On Asset	Specify the return on assets for the selected year.
   Capital Adequacy Ratio	Specify the Capital Adequacy Ratio.
   Cost to Income Ratio	Specify the Cost to Income Ratio.
   Equity	Specify the Equity.
   Gross Impaired Loans	Specify the Gross Impaired Loans.
   Liquid Assets	Specify the Liquid Assets.
   Loan Loss Res/ Impaired Loans	Specify the Loan Loss.
   Net loans by deposit and Structured funding	Specify the Net Loans by Deposit.
   NPA coverage ratio	Specify the NPA coverage ratio.
   NPA ratio	Specify the NPA Ratio.
   Return on Avg Equity	Specify the Return on Avg Equity.
   Return on Avg Assets	Specify the Return on Avg Assets.
   Tier 1 CAR	Specify the Tier 1 CAR.
   Total Assets	Specify the Total Assets.
   Unreserved Equity	Specify the Unreserved Equity.

3. Click Save to save the details.