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4.9.2
Business Done for the Month – Self
‘Business Done for the Month – Self’ Dashboard displays the details of the business done by
the relationship manager for the month. It also lists the current local branch customers
mapped to RM, the active accounts, and the sum of amount grouped based on the module,
customer, product and currency. The Dashboard displays the following details for the loan,
CASA, and TD accounts, after verifying the DFI mapped and validating if the ‘Show
Dashboard’ check box is checked:
4.9.3

Module Code

Customer ID

Product Code – Transaction product code

Currency

Amount – Transaction Amount (Loan - Amount Financed/TD amount deposited/ CASA
Available balance)
Business Done for the Month – Team
‘Business Done for the Month – Team’ Dashboard displays the details of the business done
by the RM and their sub-ordinates for the month. It also lists the current local branch
customers mapped to RM’s sub-ordinates, the active accounts, and the sum of amount
grouped based on the module, customer, product, currency, and maker ID. The Dashboard
displays the following details for the loan, CASA, and TD accounts, after verifying the DFI
mapped and validating if the ‘Show Dashboard’ check box is checked:
4.9.4

Module Code

Customer ID

Product Code – Transaction product code

Currency

Amount – Transaction Amount (Loan - Amount Financed/TD amount deposited/ CASA
Available balance)

Maker Id – RM’s sub-ordinate’s ID
Customer Upgrade/Downgrade
‘Customer Upgrade/Downgrade’ Dashboard displays list of customers who had a change in
the credit rating, on the current date. It lists the current local branch customers mapped to RM.
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