1. Bilateral Loans User Manual
  2. Preface

Preface

This topic contains following sub-topics:

Introduction

This manual is designed to help you to quickly get acquainted with the Oracle Banking Corporate Lending Process Management system. It provides an overview to the middle office module and takes you through the various steps involved in handling all the necessary activities in the life cycle of a corporate loan process along with various loan servicing module. This manual is designed to help you create all types of corporate loan.

Parent topic: Preface

Audience

This manual is intended for the following User/User Roles:
  • Relationship Managers (RMs)
  • Credit Risk Mangers (CRMs)
  • Legal
  • Back end operation
  • Other loan executive staffs in charge of maintaining the loan accounts in the bank.

Parent topic: Preface

List of Topics

This manual is organized into the following topics.

Table -1 List of Topics

Topics Description and Cross References
Preface This topic gives information on the intended audience. It also lists the various chapters covered in this User Manual.
Bilateral Loans This topic explains about creation and management of loan accounts. The topics which are part of Bilateral Loans are:
Advices and Dashboard This topic provides various BIP Advices that are available for the OBCLPM process. OBCLPM dashboards provide various information to the Relationship Managers for their easy access and processing.
The topics which are part of Advices and Dashboard are:
Index Index has alphabetical listing of important topics used in the module with page references for quick navigation.

Parent topic: Preface

List of Symbols

The following are some of the Symbols you are likely to find in the manual:

Table -2 Symbols

Icons Functions
Edit Icon
 Edit Icon
Delete Icon
 Delete Icon
Exit Button Exit Icon
Search Icon
 Search Icon
Customer Information Icon
 Customer Information Icon
Minimize Icon Minimize
Maximize Icon Maximize
Open List Open a List
New Record Add a new record
First Record Navigate to the first record
Last Record Navigate to the last record
Previous Record Navigate to the previous record
Next Record Navigate to the next record
Grid View Grid View
List View List View
Refresh Refresh
Unlock Click to unlock, delete, authorize or view the created record.
New Row Click this icon to add a new row.
Delete Row Click this icon to delete an existing row.
Filter Filter
Date Icon Date

For more information, refer to Getting Started User Guide.

Parent topic: Preface

Acronyms and Abbreviations

You may find the following acronyms/abbreviations in this manual.

Table -3 Acronyms and Abbreviations

Acronyms Abbreviations
API Application Programming Interface
BIP Oracle Business Intelligence Publisher
CAMS Computer Age Management Services
KYC Know Your Customer
LOV List Of Values
OBCLPM Oracle Banking Corporate Lending Process Management
REST Representational State Transfer

Parent topic: Preface

Related Resources

For more information refer to the Oracle Banking Corporate Lending Process Management on:
  • OBCLPM Loan Syndication User Manual
  • Configurations for Oracle Banking Corporate Lending Process Management

Parent topic: Preface