1.4 Gather Details and Verify Loan

Reference: Establish and Maintain Loan Process Model - Page 1 for the business process diagram associated with this activity.

Actor/Role: CSR

Description: The CSR or Authorized User verifies the Loan Service Agreement type that will be established for the customer. The interest rate, and payment amount and payment periods are confirmed prior to setup of the loan in CC&B.

Entities to Configure

•

SA Type

•	SA Start Option

•	Adjustment Type

•	Characteristic Type

•	Characteristic Value

•	Rate Schedule

•	Interest Bill Factor

•	Distribution Code

•

Frequency

•	Adjustment Type Profile