2 Data Segments
This topic describes the information about data segments.
The data segment gives details on how data segments are set up at every stage. Each
data segment can be marked as either mandatory or non-mandatory for maintaining
business process code, depending on the defined business product code. Each data
segment includes the following action buttons.
Each data segment has the option to upload the specific documents required
for the application.
Table 2-1 List of Action Buttons
| Button | Description |
|---|---|
| Back | The system moves the task to the previous segment. |
| Next | The system moves the task to the next screen. If mandatory fields are not entered, the system displays an error. |
| Save and Close | Users can save and close the task and reopen it to work later. |
| Cancel | Users can cancel the task window and return to dashboard. The data input is not saved. |
This topic contains the following sub-topics:
- Director Details/Management Profile Details
This topic describes the systematic instructions about Management Profile screen. This screen is used to capture details of directors and management details of the customer detailing name, address, mailing address, contact details, communication details, shareholdings percentage and so on of the customer. - Process Business Activity Details
This topic describes the systematic instructions about Business Activity Details screen. This screen is used to capture the nature and activity of the business for the customer who has requested for the loan. - Process Loan Details
This topic describes the systematic instructions about Loan Details screen. This screen is used to capture the basic loan details which the customer has made a request. - Process Real Estate Loan
This topic describes the systematic instructions about Real Estate Loan screen. This screen is used to capture the Real estate details or property details of the client. - Process Plant and Machinery Details
This topic describes the systematic instructions about Plant and Machinery Details screen. This screen is used to capture the plant and machinery details provided by the client. - Process Commercial Construction Loan Details
This topic describes the systematic instructions about Commercial Construction Loan screen. This screen is used to capture the commercial land details for Commercial Construction Loan. These details can be used by Relationship Manager and Credit Manager to analyse the credit worthiness of the Commercial Construction loan. - Process Automotive Details
This topic describes the systematic instructions to Automobile details screen. This screen is used to capture the automobile financing. - Process Interest Details
This topic describes the systematic instructions to interest details. Users can capture the type of the interest rate and the margin to be charged from the customer for the loan with this details. - Process Payment Schedules
This topic describes the systematic instructions to payment schedules. Users can capture the prepayment schedules for the loan which includes the components such as principal, main interest and penalty components, if any. - Cash Flow
This topic describes the information about cash flow screen. The users can view the cash flow details based on the interest details and payment schedules captured for the loan with this screen.