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Coastal Community Credit Union (Corporate Lending Story (Challenges/Driver…
Coastal Community Credit Union
Initiation Channels
Scan (show Extraction) (my VM)
Zoning (PPT)
Mobile Initiation (Show AB Add) Video
Portal Initiaiton (kind of OAO)
http://13.68.216.57:8180/ANBTX_new1/
http://13.68.216.57:8180/techcu/
LENDING PORTAL
http://13.68.216.57:8180/SmallBusiness/
businessloan
http://13.68.216.57:8080/omniapp
OAO VM
psadmin bob user branchoffice
Branch Initiation
http://52.168.128.134:8080/omniapp
CLOS CANADA VM
usadmin (
bethpage1, newgen123#
)
Show customer Portal upload if I am asking for additional documents CLOS USA
http://13.82.171.139:8180/BP_DocUpload/login?Id=QlUMgTTampZ3VTWM3MllMmwZtd=m2W3eFgZh08UZjR0324
ankur.rawat@newgen.co.in
CX8OJVO8P1 , SSN 1635 and DOB 10/06/1984
http://13.82.171.139:8080/omniapp
(bethpage1 test1234)
FOR REVIEW AND RENEWAL there is another link
http://52.226.132.200:8080/omniapp
usadmin
azuresystem123#
To change logo
, follow this path and change logo according to your demo jboss/standalone/deployemnt/webdesktop/customforms/forms/bnb
http://52.226.132.200:8080/webdesktop/CustomForms/Forms_bnblos_2022/images/BNB_logo1.jpg?1=2
Workflow Explanation
iBPS Overview Diwakar Presentation
JUPITER VM ON, Explain how flowchart is transfered
HFM PRocess different users
Email Triggers from the process
Newgen Presentation
Pranav 60% increase
Paradigm Shift
Who is Newgen
Our Clients
Smart Apps Wali Presentation
Build V/S Buy Story
Corporate Lending Story
Challenges/Drivers: A Life in hero take that reference
Agenda
Start Demo Online portal, JUPITER VM AD DEMO functionalities with filling New WI
Shift to 257 in Collateral Stage
259 in Application processing
170 Underwriter, Then shift to CLOS US if it is working
Or do adhoc routing of 2306 show comments in US VM for the whole workitem transaction
Lending Tree MDM, Modification
Documentation
Booking Loan
Review and Renewal
BRMS and Dashboards
Video of Ocean/ BNB/ United
ABOUT NEWGEN, TCS Banking presentation PARADIGM SHIFT and Newgen Overview, Refer Blue Lobster
SBA Lending and OAO to be showcased in between
PRODUCTS
C&I
Inventory Purchase
Secured Term Loan
C&I Term Loan
C&I Line of Credit
SBA
CRE
Commercial Mortgage
Retail Lending
Home LOan
AUto Loan
Education Loan
Credit Card
SBA and SMB Loan
192.168.52.121
administrator
system123#
VPN connection
14.140.246.50
username:gauravsharma
Password: domainpassword+authshieldapppwd
127.0.0.1:8080/omniapp
nathan
system123#
CUSTOMER ID 0004623
SBA Eligibility and then New click on SBA Loan
IRS/CRA returns that come in E PDF can be auto addded in Financials
Show
Credit Score
as well, Industry Longevity example
bitcoin longevity is less
IN LOAN DETAILS TAB
Use of Proceeds are the same those are
allowed in SBA
SBA Guarantee is showcased which is defined by GOVT
SMB LOAN
smbloan1
system123#
THis is kind of same without Govt conditions which are mandated for SBA loans that every bank need to give 2% in SBA loans for the growth of economy.
THEN SHOW PRESENTATION ETRAN SLIDE
also the input XML of how the solution will solve the problem
Nathan Dashboard Portfolio Tab
SMBLOan1 Dashboard is also good
http://13.68.216.57:8180/SmallBusiness
Products&Services/Business Banking/Business Loans
FOR PORTAL INITIATION
VM PROCESS
Initiate SUDHIR
Data Entry ROJIN
UW 1 GAURAV
UW 2 JOHN
UW3 CARMINE
CAD SAMEER
Escalations PAT