1. Loan Syndication
  2. Loans Syndication
  3. Operations Enrichment

1.7 Operations Enrichment

Use Operations Enrichment process to capture the details of Loan Syndication origination stages.

Operations Enrichment is the process to capture the details available during the Syndication Origination stages as a continuation of any of the Post Mandate process or as standalone process to handover the details for the creation of Syndicated Deal in the back office. Capturing of details can occur in the following ways:
  • As a continuation of Post Mandate process, if the Syndication Origination is managed by OBCLPM, then the required data segments are filled in automatically.
  • Syndication Origination details are captured manually.
  • Back office specific details are captured manually.
The process flow for Operations undergoes goes the below stages:
  1. Entry

    The data available during the Syndication Origination is automatically fed in or captured manually. In addition, you can review the prefilled data and amend it if required.

  2. Operations Enrichment

    You can capture the additional data required for the back office.

  3. Approval

    The loan details are reviewed for approval. If pre-filled data is not edited and no amendments required, then the data is handed off to OBCL. If any of the pre-filled data is edited, then send for Exceptional Approval. If any amendments required, then send back to Entry. Post hand off if the Condition Precedent is not satisfied, then it is moved to Review Condition Precedent Satisfaction.

  4. Review Condition Precedent Satisfaction

    You can wait for the Condition Precedent to be satisfied, after satisfaction send it for approval.

  5. Approve Condition Precedent Satisfaction

    If Condition Precedent Satisfaction is satisfied. You can approve it and then with this Operations Enrichment process ends.

Parent topic: Loans Syndication