1. Loan Syndication
  2. Preface

Preface

This topic contains following sub-topics:

Introduction

This manual is designed to help you to quickly get acquainted with the Loan Syndication process of Oracle Banking Corporate Lending Process Management (OBCLPM) 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 Symbols

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

Table -1 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 -2 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

List Of Topics

This manual is organized into the following topics.

Table -3 List of Topics

Topics Description and Cross References
Preface This topic provides the general information about the manual. It also list the various topics covered in the User Manual.
Loan Syndication Loan Syndication explains about managing Pre Mandate, Post-Mandate, Closing stages of Loan Syndication Origination and Drawdown.
The topics which are part of Settlements Service are:
  1. Pre-Mandate Lead Arranger
  2. Pre-Mandate Co-Arranger
  3. Post Mandate Agent
  4. Post Mandate Arranger
  5. Participant Process
  6. Participant Transfer
  7. Operations Enrichment
  8. Agency Drawdown
  9. Participant Drawdown
  10. Syndication Drawdown Amendment
  11. Drawdown Rollover
  12. Syndication Restructure
  13. Tranche Margin Amendment
  14. Tranche Financial Amendment
  15. Bulk Payment
  16. Syndication Payment
  17. Consolidate Rollover
  18. Natural Language Processing
Glossary Function ID Glossary has alphabetical listing of Function/Screen ID's used in the module with section references for quick navigation.

Parent topic: Preface