1.5.1.3 Rating

This topic describes the systematic instruction to add the details of the credit ratings of the corporate customer given by the agencies.

1. On the Customer Profile screen, Click on the Rating tab to add the address information for Corporate customer.
   The Demographic Details – Add Rating screen displays.

   Figure 1-25 Demographic Details – Add Rating

   
   

   
   Description of "Figure 1-25 Demographic Details – Add Rating"

   
   
2. Specify the required details of the corporate customer in the Rating segment.

   Note:

   The fields marked as Required are mandatory.

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

   Table 1-12 Demographic Details – Add 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.