2.1 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.

The Management Profile is a multi-entry segment. Users can update multiple profiles. This information is static and needs to be recorded for each draw down. This data segment contains certain PII (Personally Identifiable Information) fields, and if the user identification has PII disabled at user maintenance level, the related field information is masked in the data segment. Following fields are identified as PII fields in the Applicant Details data segment.
  • Director Name
  • Director Identification Number
  • Address Line 1
  • Email
  • Telephone Number
  1. Initiate a Loan Origination and navigate to a specific data segment.
  2. From Loan Origination , click Management Profile details tab and provide the required details.
    The Management Profile screen displays.

    Figure 2-1 Management Profile Details


    Description of Figure 2-1 follows
    Description of "Figure 2-1 Management Profile Details"

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

    Table 2-2 Management Profile Details - Field Description

    Field Description
    Director Name Enter the name of director of the company.
    Director Identification Number Enter the unique identification number of director.
    Nationality Select the nationality of the Director Specify the list of country from where user will have an option to select the correct county form the displayed list.
    Share holding % Select the percentage of share each of the Directors is holding.
    Address Line 1-3 Enter the Director's official address.
    City Enter the customer's city.
    Country Name Select the list of country from where user will have an option to select the correct county form the displayed list.
    Zip Code Enter the zip code of customer's city.
    Telephone Number Enter the telephone number which is available for selected type of address.
    Email Enter the Email ID which is available for selected type of address.
    Mailing address is different: Captures the different address details of the Director or Management if the mailing address is not same as above details. If Yes is selected, the following fields are enabled.
    • Address Line 1-3: Enter the Director's official address.
    • City: Enter the customer's city.
    • Country Name: Select the list of country from where user will have an option to select the correct county form the displayed list.
    • Zip Code: Enter the ZIP code of customer's city.
  3. Click Linked Documents, to add multiple documents.
  4. Click Management Profile tab to continue the procedure.
  5. Click Save & Close, to save and close the details.
  6. Click Next, to navigate to the next screen.

Parent topic: Data Segments