1.5 Stage Wise Details

This topic describes the systematic instructions to display Stage Wise Details widget.

The Stage Wise Details widget allows the logged-in user to view the stage-wise details of the business process for their branch.
  1. On Home screen, click Dashboard.
    The Stage Wise Details widget displays on Dashboard screen.

    Each horizontal bar represents the Stage Group.

  2. Click a horizontal bar to represent a specific stage group
    A pop-over displays an additional horizontal bar graph that shows the application count for each stage in that stage group.

    For more information, refer to the stage description table below.

    Table 1-5 Application stage group and its stages

    Stage Group Stages
    Application Entry
    • Application Initiation
    • Application Entry
    • Application Enrichment
    • Overdraft Limit Details
    • Initial Funding
    • Debit Assessment
    • Manual Debit Assessment
    Documents Application Documents
    Credit Assessment
    • Underwriting
    • Assessment
    • Manual Credit Assessment
    • Manual Credit Decision
    • Account Parameter
    • Account Parameter Setup
    • Supervisor Approval
    Offer Issue Offer Issue
    Offer Accept/Reject
    • Customer Offer Accept/Reject
    • Offer Accept/Reject
    Offer Amendment Post Offer Amendment
    Final Approval
    • Account Approval
    • Handoff Retry
    • Open Account
    Account Funding Account Funding
  3. Hover over a horizontal bar for a specific stage to displays the following details.
    • Phase Name
    • Total Applications
  4. Click Filter Icon to filter the data.
    The available options are:
    • Currency
    • Branch
    • Products
    • Sub-Products
    • Period
    • Select Month

    By default, the system displays the stage-wise details of the loans of the logged-in user for the current month. On selecting a product, the widget refreshes and fetches the values for the selected product type.