Customers, Groups and Limits

Financial institutions deal with customers, either individuals or legal entities. Customers may be part of groups. Loan Management enables you to manage customers and groups with the aid of dedicated menus.

To perform credit related activities, financial institutions can monitor their exposure by setting up limits for their customers. You can manage limits through a series of menus and reports available in Loan Management.

You must record customers, groups (if applicable), and limits (depending on your system's configuration) to Loan Management before creating loan contracts for those customers.

This page contains a series of topics that explain how Loan Management is configured to work with customers, groups, and limits: