Origination Rights
The screenshot below depicts the User Rights in the Origination Menu.
Ticking /unticking these rights will govern what the user (that belongs to this role) can and cannot do with regards to Loan Origination
| Origination Right | Description |
|---|---|
Issue stand-alone loan quotation | Allows users to generate loan quotations without initiating the full loan application process. |
Create loan when face-to-face with client | Enables users to create loans directly within the system during in-person client meetings. |
Create loan from online application | Grants users the ability to process loan applications submitted online by clients. |
Create loan for future payout date | Allows users to create loans with a scheduled payout date at a future time. |
Evaluate and approve or decline loan | Empowers users to assess loan applications, make approval/decline decisions, and potentially adjust loan parameters. |
Process repayment and payout of loan | Grants users the right to proceed with the |
Change preset payout method on payout | Allows users to modify the predetermined payout method on a loan during the disbursement process (if applicable). |
Reattempt unconfirmed electronic loan payout | Enables users to retry failed electronic loan payouts. |
Reverse paid out loan during cooling-off period | Grants users the ability to reverse a loan payout if it occurs within the client's cooling-off period (as defined by regulations). |
Bulk cancel incomplete expired loans | Allows users to cancel a group of incomplete loan applications that have exceeded the expiration time limit. |
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