1.2.1.1 Parties

Party details for the application can be added in the Entry Stage.

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

Table 1-15 Draft Proposal Entry - Parties

Field Description
Party Type Select one of the options:
  • New - If selected, new party details can be captured as part of loan creation.
  • Existing - If selected, system defaults the party related details in the respective data segments.
Party Role Select the role the party is having during Loan creation
Party Number Based on the Party Number selected, the information is auto populated.
Party Name Based on the Party Number selected, the party name is autopopulated.
Contact Role Contact role added will have one of the Party roles mapped