When a financial institution offers credit facilities to its customers, very often there are preliminary formal agreements or documents to be signed by the customer(s) for acceptance of the facilities offered and to legalise the arrangement between the financier and the borrower(s).

In view of the above, this function will be useful to allow users to maintain the conditions (e.g., customer type, product, product line, with or without guarantor) to trigger the relevant document or agreement (e.g., letter of offer) to be generated in the required template.

This function basically allows user to do the followings:-

The authorised user who can pick up the submitted agreement code for approval or rework will not include the user who has created and submitted the agreement code.