1.5.1 Participant Process Initiation

The basic registration details for Participant Process for a prospective borrower can be initiated using this Initiation screen, provided you have the required access rights.

To initiate Participant Process

Specify the User ID and Password, and login to Homepage.

  1. On the Homepage, from Corporate Lending, under Operations, click Syndication.
  2. On the Syndication, click Participant Process .
    The Participant Process screen is displayed.
    Description of participant_process.png follows
    Description of the illustration participant_process.png

  3. In the Participant Process screen, provide the required details.

    Table 1-68 Participant Process

    Field Description
    Business Product Click Search to view and select the required business product.
    Post Mandate Ref No. Enter the reference number. (Only if the Syndication Origination is managed by OBCLPM).
    Application Date Select an effective application date from the drop-down calendar. The system defaults the current system date as the application initiation date.
    Priority Click High/Medium/Low button as per the priority.
  4. Click Initiate to begin the process.

Parent topic: Participant Process