1. Line Origination Setup Guide
  2. Product
  3. Stipulations

4.16 Stipulations

The system supports the automatic generation of default stipulations for line of credit during origination on the Underwriting window’s Stipulation sub screen (Decision link). The default stipulations can be maintained by company, branch, product, state, application status and application sub-status on the Stipulations screen.

To set up the Stipulations
  1. On the Oracle Financial Services Lending and Leasing home screen, click Setup > Setup > Administration > User > Products > Stipulations > Line.
  2. In the Stipulation Setup section, perform any of the Basic Operations mentioned in Navigation chapter.

    Figure 4-18 Stipulations


    Description of Figure 4-18 follows
    Description of "Figure 4-18 Stipulations"

    A brief description of the fields is given below:

    Table 4-50 Stipulation Setup

    Field Do this
    Company Select the portfolio company associated with the default stipulations, from the drop-down list.
    Branch Select the portfolio branch associated with the default stipulations, from the drop-down list.
    Product Select the product associated with the default stipulations, from the drop-down list.
    State Select the state associated with the default stipulations, from the drop-down list.
    Currency Select the currency associated with the default stipulations, from the drop-down list.
    Application Status Select the application status associated with the default stipulations, from the drop-down list.
    Application Sub-Status Select the application sub status associated with the default stipulations, from the drop-down list.
    Enabled Check this box to allow the default stipulations to be used.
  3. Perform any of the Basic Actions mentioned in Navigation chapter.
  4. In the Stipulation Details section, perform any of the Basic Operations mentioned in Navigation chapter.
    A brief description of the fields is given below:

    Table 4-51 Stipulation Details

    Field Do this
    Stipulations Select the stipulation from the drop-down list.
    Sort Specify the sort sequence for the stipulation.
    Enabled Check this box to allow the stipulations details to be used by the system.
  5. Perform any of the Basic Actions mentioned in Navigation chapter.

Parent topic: Product