Enkola y'okukkiriza amabanja kati egondera obuvunaanyizibwa n'Enkola yo ey'Ebintu by'Amabanja

Ennyanjula

Kkiriza, gaana oba kwesibako okusaba kw'omwenda mu CAMS. Buli kigero kikomereddwa obuyinza bwo n'enkola ya Credit Product Policy ey'omwenda.

Eminuti nga 4 · Amadaala 9. Era kiyitibwa: enkola y'okukkiriza omwenda, enjegere y'okukkiriza, amadaala g'omwenda.

Ebyetaagisa

  • Okuyingira kwo mu CAMS, n'obuyinza obukola ku kigero ky'olina okukolako.
  • Erinnya ly'omukulembeze.
  • Enkola ya Credit Product Policy ey'omwenda eyakkirizibwa.

Enkola y'okukola

  1. Yingira mu CAMS n'akawunti yo ey'abakozi. Otuuka ku Dashboard.

  2. Mu menu eri ku kkono, nyiga ku Accounts, oluvannyuma Applications. Empapula za Loan Applications zigula ku tab ya Pending.

Olukalala lw'abasabye emyenda ku tab ya Pending, olulaga ekigero n'embeera y'okusaba kwonna okulindiridde okukolwako
Figure 1: Olukalala lw'abasabye emyenda ku tab ya Pending, olulaga ekigero n'embeera y'okusaba kwonna okulindiridde okukolwako

  1. Wandiika erinnya ly'omukulembeze mu Search, oba londa erinnya mu kifo ky'okulonda ekya Loan Officer. Olukalala lukendeera.

  2. Soma empagi za Stage ne Status. Stage eraga kigero ki okusaba kwekulindirira.

  3. Nyiga ku layini. Ekirisiti ekiraga obubaka kigula n'amadaala g'enkola: 1 Application, 2 KYC & Documentation, 3 Fee & Payments, 4 Sanctions & Approval, 5 Disbursement.

Okusaba kw'omwenda okuggule okulaga amadaala g'enkola ataano n'obutuuti bwa Approve, Reject ne Hold
Figure 2: Okusaba kw'omwenda okuggule okulaga amadaala g'enkola ataano n'obutuuti bwa Approve, Reject ne Hold

  1. Kebera Current Step ne Assigned To. Okolera ku madaala gokka obuyinza bwo ge bukola, n'olwekyo gattira ekigero eri omulala singa kiba kye kikye.

Akabonero: Okuyingira mu kifo ky'emyenda tekimala kyokka. Nga release 26.06.01.06 tennabaawo, omukulu w'enkola yali ayinza okukkiriza ku kigero kyonna n'asiba ebyali wakati. Kati obuyinza bwe busalawo, era ekigero eky'oluvannyuma kisigala kiggaddwa okutuusa ebyasooka lwe bikkirizibwa. Okutonda n'okuweereza emyenda bikola nga bwe byali.

  1. Soma Application Summary, Financial Details ne Member Details, oluvannyuma nyiga ku Approve, Reject oba Hold. Maliriza okukakasa era enkola egenda mu maaso.

Kulabula: 5 Disbursement egabira omukulembeze ssente. Kebera omuwendo n'ekifo w'egenda wansi wa Loan disbursement details olubereberye.

  1. Nyiga ku Approval history wansi. Buli kusalawo kufuna layini: ekigero, akkiriza, ebirowoozo n'embeera. Audit history, ekiri ku tab y'emu, kiraga ebyakolebwa mu nkola.

  2. Mu menu eri ku kkono, nyiga ku Settings, oluvannyuma Policies, oluvannyuma tab ya Credit Product Policy. Enkola eterawo buli kika ky'omwenda enkola y'enzirukanya y'amagoba n'ekigero, omuwendo gw'omwenda ogukkirizibwa n'ekiseera ky'okugusasuliramu, n'amateeka g'okuteekawo agagigoberera.

Tab ya Credit Product Policy wansi wa Settings, Policies, eraga enkola ezifuga buli kika ky'omwenda
Figure 3: Tab ya Credit Product Policy wansi wa Settings, Policies, eraga enkola ezifuga buli kika ky'omwenda

Ebizibu ebya bulijjo n'Ebibuuzo Ebya Bulijjo

  • Siyinza kukkiriza kigero kino. Obuyinza bwo tebukola ku Current Step. Saba omukulu w'enkola akikebere wansi wa SettingsRoles.
  • Nnyinza okusiba amadaala okutuuka ku Disbursement? Nedda. Buli kigero ekyasooka kirina okukkirizibwa mu ngeri ey'enjegere.
  • Siyinza kulaba kusaba kuno. Kuba kiba kigendedde mu maaso, n'olwekyo gezaako tab ya Approved oba All. Singa olukalala lulabika nga luli lwereere, luleke luloodinge, oluvannyuma osangule Search ne filter ya Loan Officer.
  • Approval history eraga nti No records found. Tewali kusalawo kunnawandiikibwa, n'olwekyo okusaba kuli ku ntandikwa ya nkola.
  • Waliwo ekibuze. Kozesa Hold, oluvannyuma Add Note ku tab ya Notes okusobola okumanya omukeberi alina okugoberera.
  • Ani ateekawo amateeka? Enkola ya Credit Product Policy yetaaga embeera ya Approved nga tennakozesebwa, era buli mwenda gutereka Product Policy Version gwe gwakozesebwako. Kola enkyukakyuka mu nkola oluvannyuma lw'okukkiriza kw'omwenda, era buulira ttiimu yo, kubanga enkyukakyuka eyinza okukosa okusaba okupya mangu ddala.