1.4.1.3 Rating

This topic provides the systematic instruction to capture the credit ratings details about the Financial Institution customer.

Note:

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

1. Click on Rating tab in the Customer Profile screen to add the address information for Financial Institution customer.
   The Demographic Details – Rating screen displays.

   Figure 1-23 Demographic Details – Add Rating

   
   

   
   Description of "Figure 1-23 Demographic Details – Add Rating"

   
   
2. Specify the required details in the Rating segment.

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

   Table 1-14 Demographic Details – Rating – Field Description

   Field	Description
   Rating Date	Select the date on which the rating was updated.
   Outlook	Specify the credit rating agency output for the customer.
   Year Of Rating	Specify the year of the rating.
   Risk Rating	Specify the credit rating by selecting the rating agency and the corresponding rating.

3. Click OK to save the details.