Auditor Setup

Auditor setup screen is setup the list of auditors which are used to audit the customer financial statements. Banks can configure the names of their auditors as per their needs through Auditor setup.

View

After selecting Auditor Setup from the Credit Policy Management module, User will be shown the main screen where the following fields with data will be visible for existing auditors along with add auditor button and search option

• Auditor Code
• Auditor Key
• Auditor Name
• Status
• Actions (Edit, Delete)

Add

To add a new auditor, User will press the green “Add Auditor” button on the right, after which they will be redirected to the main screen where the following fields need to be filled and clicked on save button. User can choose to cancel the adding the item by clicking on cancel button. User views a pop-up saying “Are you sure you want to cancel. All unsaved data gets discarded” with yes/no option.

Screen name	Field Name	Description	Mandatory/non mandatory	Field type
Auditor setup	Audtor code	Code is auto generated by system. This code is currently a placeholder field, this can be used to link this record to matching record in any other third party or core system.	Mandatory	Auto-populated
	Auditor key	key is auto generated by system. This key is used to link this record to another record in other admin screens.	Mandatory	Auto-populated
	Auditor name	name of the auditor	Mandatory	Alphanumerical
	Address	Address of the auditor	Mandatory	Alphanumerical
	status	Active/Inactive	Mandatory	Dropdown
	city	city in which auditor is located	Mandatory	Alphanumerical
	state	State in which auditor is located	non-mandatory	Dropdown
	country	Country in which auditor is located	non-mandatory	Alphanumerical
	cellphone no.	number	non-mandatory	numerical
	phone no.	phone number	non-mandatory	numerical
	Fax no	fax number	non-mandatory	Alphanumerical
	Zip	Pincode	non-mandatory	numerical
	Email	email ID	non-mandatory	Alphanumerical
	Contact person	Contact person of the firm	non-mandatory	Alphanumerical

Edit

Clicking on the Edit icon (Action Column) as highlighted in the above screenshot will redirect the user to the screen where he/she can make changes to relevant lawyer setup data and save the changes. User cannot edit code and key. User can choose to cancel the changes made by clicking on cancel button. User views a pop-up saying “Are you sure you want to cancel. All unsaved data gets discarded” with yes/no option.

Delete

Clicking the Delete icon (Action Column) displays a pop-up confirmation if the user is sure about deleting the record.User can press “Yes” to continue or “No” to cancel.

Prerequisites Configuration

Screens to Configure (as Pre-requisite)	Screen name	Reflection in user panel	Reflection in admin screens
There is no prerequisite screen required for this screen’s configurations.	Auditor setup	Financial analysis (Field name: Auditor)	This reflects only in the user panel