RM Re-Assignment
This screen is used to swap the RM among other RM users. When a RM is on leave and there is a need to act with the application which the RM is holding, then Admin or any user who has the right can navigate to RM Reassignment admin screen to swap the application to another RM.
View
After selecting RM Reassignment from the Credit Policy Management module, User lands on a screen where user can select the business segment from the list.
After selecting the segment, User will be shown all the applications that is initiated under the selected segment. The following details of the application will be available:
- Name of the BCA Initiator
- Branch Name
- Business Segment
User can choose the RM whose application needs to be switched to another RM. After selecting the RM, User views all the application that the selected RM holds. RM can choose the application that need to be swapped.
User can choose the application from the above and select the new RM in select new RM field and click on shuffle button to swap the application.
Prerequisites Configuration
| Screens to Configure (as Pre-requisite) | Screen name | Reflection in user panel | Reflection in admin screens |
|---|---|---|---|
|
RM Reassignment |
This is reflected in user panel when an application is swapped from one RM to another RM. |
This reflects only in the user panel |
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