The Host Setup Anchor Screen is launched
Host Setup Anchor Screen
The Host Setup Anchor Screen is launched for the Credit Info Entry Officer.
The CIEO uses the Host Setup Anchor Screen to:
Setup / Update the Host Customer Information.
Setup / Update the Host Credit Limit
Setup / Update the Host Collateral.
The CIEO starts by setting up or updating the Host Customer Information.
Click on Relationship Folder button in the button bar at the top of the Anchor Screen.
Continued on next page.
Note: The button bar at the top of the Anchor Screen provides the CIEO access to:
Loan Summary – view details of the Credit Proposal
Relationship Folder – launch the customer’s CIR Relationship Folder to view CIR details and setup Host CIF
Completion Memo – view the Completion Memo from Credit Admin – Contract Team
Conditions/Covenants – view the Conditions Precedent, Covenants and Credit Decision conditions for this Credit Proposal.