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Meeting Name: SAS TRAINING

Start: 10am
Date of meeting: 7/10/2022 Time End: 11:30am

Meeting Leader: Ti

Meeting purpose: Location:


Objective of the meeting

ATTENDANCE AT MEETING

Name
Tien Huynh Minh tien.huynhm
Quyen Bui Nguyen Bao quyen.buin
Khoa Bui Ngoc Dang khoa.buind

MEETING NOTES, DECISIONS, ISSUES


Title
Learn how to create TW/CD and Cash Contract
Topic Notes

# This item's classification is Internal. It was created by and is in property of the Home Credit Group. Do not distribute outside of the organization.
1. Who in charge : SA,RA,TLS can be in charge of CD/TW shop
2 .Flow for process :
- There are two option to select when create contract:
+ Select product : provide product details then the informa
+ Client identification : provide information of customer th

- Choose select product when create contract:


+ Create contract:
*Choose product offer : commodities, Loan product para
checked with manufacturer ) , Service preferences
* Search for product and fill in application
* Personal information: personal data ( middle name sho
contact and verification client
* Other information : internal code
* Send to evaluation and refresh to pass In Preprocess
* Choose role SA/RA
* Personal information (extra ): Contact address , Additio
* Employment information (extra) :Employment (status)
* Pass Inprocess
+ Application detail : Application events, Application statu
TW/CD Contract (test at C1 level) + Sign contract : sign and then prepare materials.

# This item's classification is Internal. It was created by and is in property of the Home Credit Group. Do not distribute outside of the organization.
1.Who in charge: Only TLS can be in charge of CL shops ( for e
2. Condition for cash loan : customer had CD/ TW contract +
3. Flow for process : have offer -> customer accept -> TLS call
same with CD/TW contract.
4. Disbursement
- Cash contract has payment information which require custo

- Disbursement methods : card account , bank account , part


+ Card account :
* PAN number
+ Bank account:
* Account number
* Bank name
+ Partner bank:
* Partner bank name
Cash Contract(test C1 level) * Partner branch

- Condition for disbursement:


+ Greater than 100 mil : through account
+ Less han 100 B24mil : cash or account

- When disbursement failed:


+ Greater than 100 mil : cancel
+ Less han 100 mil : get through partner bank

# This item's classification is Internal. It was created by and is in property of the Home Credit Group. Do not distribute outside of the organization.
SAS TRAINING

10am 3:30pm
11:30am 5pm

Tien Huynh Minh

VN.PhuNu_MeetingRoom-04_F8
eting

ETING

Email
tien.huynhm@homecredit.vn
quyen.buinb@homecredit.vn
khoa.buind@homecredit.vn

NS, ISSUES

d Cash Contract
Notes

# This item's classification is Internal. It was created by and is in property of the Home Credit Group. Do not distribute outside of the organization.
arge of CD/TW shops.

ate contract:
ails then the information of customer
tion of customer then product details

ract:

, Loan product parameters (IMEI code which should be


ferences
ation
a ( middle name should have "Armit" word ), ID documents ,

ass In Preprocess

act address , Additional personal data


mployment (status)
s, Application status requests ,Application status history
materials.

# This item's classification is Internal. It was created by and is in property of the Home Credit Group. Do not distribute outside of the organization.
e of CL shops ( for example shopcode 010168)
CD/ TW contract + have offer
er accept -> TLS call -> recalculate offer -> the rest is the

which require customer to fill so as to make disbursement

bank account , partner bank

nt

bank

# This item's classification is Internal. It was created by and is in property of the Home Credit Group. Do not distribute outside of the organization.

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