2.2 Business Activity Details

Use Business Activity Details screen to capture the nature and activity of the business for the customer who has requested for the loan. You can update details as entity type, nature of business, current profit and loss, and current balance sheet size and so on.

Allows you This information can be used by Relationship Manger or credit manager which will help then to determine the terms and condition on which loan can be granted.

  1. In the Loan Origination , click Business Activity Details tab and provide the required details.

    Figure 2-2 Business Activity Details



    Table 2-2 Business Activity Details - Field Description

    Field Description
    Entity Type Select the entity type of the customer from the drop-down list.
    Nature of Business Select the core activity/ nature of Business of the customer from the drop-down list.
    Current Year Enter current year for which the details are updated in this segment
    Currency Select a balance sheet currency from the drop-down list.
    Balance Sheet Size Enter the current year balance sheet size in figures.
    Currency Select a currency in which the Operating profit to be specified from the dropdown list.
    Operating Profit of the Year Enter the current year operating in figures.
    Currency Select a currency in which the net profit to be specified from the drop-down list.
    Net Profit of the Year Enter the current year net profit in figures.
    Export Import License Number Enter the export import license number of the customer.
    Parent Company Name Enter the name of the Parent Company.
    Share holding % Specify the shareholding percentage of the company.
  2. Click Add Financial Details to add financial details for the consecutive years as provided by the customer.
  3. Click Add Parent Company to add multiple parent company details.