1. Bilateral Loans
  2. Defining Attributes Specific to Loan product
  3. Setting Product Preferences
  4. UDFs Maintenance

3.2.28 UDFs Maintenance

You can maintain the UDFs pertaining to the loan using the Field Name to Value Definition screen.

You can maintain the following UDFs for loan products in this screen:

Table 3-18 UDFs Maintenance

UDF Name Default Value Maximum Field Length
INTELLECTSOURCE WF 8
BROKERNAME CUST 12
You should maintain these UDFs for loan products and system default these UDFs to all contracts booked under that product.

While sending the intellect message, system picks the appropriate values for the UDFs INTELLECTSOURCE and BROKERNAME. System then sends these values to Intellect. These values are displayed as Source and Broker Name respectively in the message.

The UDF PAYOFF-FEE attached to loan and commitment products is used to determine the flat fee amount. The value maintained for this UDF for the commitment contract is inherited to all linked loan contracts during contract booking. If required, you can modify this value. If the defaulted UDF value is overwritten at the loan level, then the commitment and loan UDF values are different. In this case, the subsequent UDF changes at the commitment contract level is not propagate to the loan.

If a standalone loan is booked and linked to a commitment manually, then the UDF value at the commitment level is defaulted to the linked loan contract. However, you can modify this value at the loan level.

Parent topic: Setting Product Preferences