1. Configuration
  2. Data segments
  3. Director Details/Management Profile Details

2.1 Director Details/Management Profile Details

Use Management Profile screen 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. You can update multiple profiles. These are static information can should be captured for each draw down. This data segment contains certain PII (Personally Identifiable Information) fields and the corresponding field information is masked in the data segment if the user identification has PII disabled at User maintenance level. 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. In the Loan Origination , click Management Profile details tab and provide the required details.

    Figure 2-1 Management Profile Details


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

    Table 2-1 Management Profile Details - Field Description

    Field Description
    Director Name Enter the name of director of the company.
    Tax 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.
  2. Click Management Profile tab to continue the procedure.

Parent topic: Data segments