3 RM Response
Covenant tracking task is automatically created with the covenant details and moved to the RM Response stage through covenant batch before the start of covenant tracking period.
In this stage, the RM must interact with the customer and update the covenant details along with the required documents. If multiple covenants are part of the covenant tracking task, then all the covenant details are displayed and RM has to update the status and remarks for each covenant.
- To Acquire & Edit the RM Response task, navigate to Tasks
> Free Tasks from the left menu and select the required task.The RM Response screen is displayed.
Figure 3-1 RM Response
User will be notified if new financial document is uploaded when the covenant tracking application is in progress.Figure 3-2 RM Response
In RM Response screen, all the covenants that are due for RM review are listed. The RM can perform following actions for each covenant individually:
- Update Covenant details
- View Covenant details
- Upload / download Documents
- View Covenant History