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- EMI Calculator & Tracker
- Process
- Movement review
Movement review
Match source-identified repayment events and investigate exceptions.
Step by step
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Receive movement Loan Operations Analyst
Loan Operations Analyst records the provider event identity, received date and amount against a loan account. The event begins Unmatched while its application association is checked.
- Receive the source-identified event against its loan account.
- Updates Repayments, Loan accounts
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Match repayment Loan Operations Analyst
Loan Operations Analyst compares the account owner, application borrower and source movement. A supported association moves the movement from Unmatched to Matched and retains the provider event ID.
- Match the event to an application only with supporting evidence.
- Updates Repayments, Loan applications
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Investigate exception Loan Operations Analyst
Loan Operations Analyst examines Exception movements against the provider source and dated account positions. An uncertain attribution stays visible until a supported application link can be established.
- Investigate a disputed event and retain its source identity.
- Updates Repayments, Application evidence, Repayment schedules
Who does what
Roles and permissions- Loan Operations Analyst
- ; Auditor reads the resulting evidence within scope.
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