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- EMI Calculator & Tracker
- Process
- Provider outcome
Provider outcome
Trace provider instruction, account and funding records.
Step by step
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Submit instruction Credit Officer
Credit Officer records the provider instruction identity when an Authorized application is Submitted. Keep the submitted application revision and its credit decision together.
- Record the Submitted instruction and provider reference.
- Updates Loan applications
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Record provider outcome Credit Officer
Credit Officer follows the provider response from Pending to Confirmed only when the provider identity and evidence support that outcome. A correction or settlement notice stays attached to the application.
- Check the provider evidence before confirming the application outcome.
- Updates Loan applications, Application evidence
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Register account and funding Credit Officer
Credit Officer associates the provider-held account with the borrower and records only verified debit or credit funding legs for the application. Loan Operations Analyst can compare a dated account position with its provider snapshot.
- Link the borrower account and verified funding legs to the application.
- Updates Loan accounts, Disbursements, Loan applications
Who does what
Roles and permissions- Credit Officer
- ; Auditor reads the resulting evidence within scope.
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