Application Owner Re-Assignment

This screen is used to swap the RM (Application Owner) among other RM (Application Owner) 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.

When the Admin user changes the application owner (reassigns credit application from one RM to another) for a customer/Borrower, the system automatically transfer all the tasks (pertaining to credit application) from My Tasks of the previous Application Owner (RM) to the newly assigned RM (New Application Owner).The New Application Owner (New Assigned RM) can see the Tasks belonging to the application in its My Task tab.

View

After selecting application owner 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:

• Current Application Owner
• 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 the New Application Owner 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
Operational Business Segment User profiles	Application Owner 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