This topic describes the systematic instructions of Quick Assessment.

1. In Loan Simulation screen, Click Quick Assessment.

   The Quick Assessment Screen displays.

   Figure 2-11 Quick Assessment

   
   

   
   Description of "Figure 2-11 Quick Assessment"

   
   
2. Specify the relevant details in data fields. The fields which are marked as Required are mandatory. For more information on fields, refer to the field description table below:
   For more information on the fields, refer to the field description table below:

   Table 2-4 Quick Assessment

   Field	Description
   First Name	Specify the first name of the applicant.
   Middle Name	Specify the middle name of the applicant.
   Last Name	Specify the last name of the applicant.
   SSN/National ID	Displays the SSN/National ID of the applicant.
   Date of Birth	Select the date of birth of the applicant.
   Address Details	This section displays the address details of the applicant.
   Add Details	Add the address of the applicant.
   Address Type	Select the address type from the drop-down list. The available options are: Communication Address Residential Address
   Location	Specify the location of the applicant.
   Current Address	Select the current from the drop-down list. The available options are: Yes No
   Preferred Address	Select the preferred address. The available options are: Yes No
   Address Since	Select the date when the applicant began residing at the specified address.
   Address From	Select the date when the applicant began residing at the specified address. This field appears if the No option is selected in the Current Address field.
   Address To	Select the date when the applicant last lived at the specified address. This field appears if the No option is selected in the Current Address field.
   Address	Specify the address to search for the already captured address. Based on the configuration, on entering a few letters, the system fetches the related address that is already captured. Based on the selection, the fields are fetched in the address section.
   Address Line 1	Specify the building name. Note: The maximum length is 35 characters.
   Address Line 2	Specify the street name. Note: The maximum length is 35 characters.
   Address Line 3	Specify the city or town name. Note: The maximum length is 35 characters.
   Country	Select and search the country code.
   State / Country Sub Division	Specify the state or country sub division. This field appears based on the selected country code.
   Zip Code/Pin Code	Specify the zip or post code of the address.
   Contact Details	This section displays the contact details.
   Add Contact	Add the contact details of the applicant.
   Communication Mode	Select the communication mode from the drop-down list. The available options are: Mobile Phone Email
   Contact Sub Type	Select the contact type from the drop-down list. The available options are: Residence Business Mobile Others
   Mobile Number	Specify the mobile number.
   Preferred	Select to indicate if the given record is the preferred one.
   Action Tab	Click delete to delete the contact details.
   Identification Details	This section displays the identification details.
   Add ID	Add the ID details of the applicant.
   ID Type	Select the ID type from the drop-down list.
   ID Status	Select the ID status from the drop-down list. The available options are: Available Applied For
   Unique ID	Specify the unique identification code of the selected type.
   Place of Issue	Specify the place where the ID is issued to the user.
   Issue Date	Specify the date from which the ID is valid.
   Expiry Date	Specify the date till which the ID is valid.
   Remarks	Specify the remarks. Click the Save button to save the entered ID details.
   Preferred ID	Select the preferred ID from the drop-down list. The available options are: Yes No
   Income and Expenses	Displays the total Income and Expenses of the applicant.
   Add Income	Add the income details of the applicant.
   Add Expense	Add the expense details of the applicant.
   Asset and Liability	Displays the total Asset and Liability of the applicant.
   Add Asset	Add the asset details of the applicant.
   Add Liability	Add the liability details of the applicant.
   Question	Displays the question configured for the question code.
   Answer	Select the answer from the drop-down values available. The answers are populated based on the Answers configured in the questionnaire code.
   Cancel	Click Cancel to cancel the application.

3. Click Save to save the applicant details.
4. Click Assess, the following screen displays.

   Figure 2-12 Quick Assessment -Applicant Details

   
   

   
   Description of "Figure 2-12 Quick Assessment -Applicant Details"

   
   

   Using validation model, validations such as gender-based or minor-related eligibility checks are performed during Quick Assessment.

5. Click View Execution Summary. The summary screen window appears.

   The selective PDS components such as Score or Decision or Pricing or All to call Pricing and Decision service can be controlled as per the configuration in the Business product configuration for the loan business product.

   Figure 2-13 View Execution Summary

   
   

   
   Description of "Figure 2-13 View Execution Summary"

   
   
6. Click Email Document. The pop-up window appears.

   Figure 2-14 Email Document

   
   

   
   Description of "Figure 2-14 Email Document"

   
   
7. Click Apply, to save the Loan Simulation and Quick Assessment application.

   The system automatically expires inactive quick assessments and updates them to Expired status based on the number of inactive days set in the Origination Preference screen. For more information, refer to the Origination Preference topic in the Configuration Guide.