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1、Table of Contents,1 Executive Summary 2 Background & Overview 3 Commercial CRMS “To Be” Process Model, Design Requirements & Work-Plan 4 Retail CRMS: Objectives, “To Be” Components, Process Improvements & Work-Plan 5 Commercial CRMS Process Improvements 6 Plan Sign-Off & Next Steps 7 Appendix, 1. 2.
2、 3. CRMS “To-Be” , 4. CRMS : , “To-Be” , 5. CRMS 6. 7. , 1 CRMS : KIS ,KIS : * 1 CRMS KIS . * Phase 1 . - : , Shenanigans, , - - - Scoring & Rating - Pricing - (VAR) * KPMG . , scoring/rating KPMG high level .,A.1.1 CRMS : , CRMS : High Level , , ., * . * . (“”) * , . (“:”) * . (“”), RM / ,A.1.2 CRM
3、S : - , CRMS : High Level , spread / ,A.1.2 CRMS : - , CRMS : High Level , - , , , CRMS ( 3), spread / ,CRMS * * * * () * ,CRMS , , , , , , flags,A.1.2 CRMS : - , CRMS : High Level , - ,6, 1 , ,SCORING, RATING, ,A.1.3 CRMS : - output, CRMS : High Level , / . (attention flag) . , , (shenanigan flag)
4、. 1 , , . ( ) . stress test . 3 . , . attention flag shenanigan flag , ., * CRMS * * , * ( ) * ,A.1.3 CRMS : - output, CRMS : High Level ,output * * * * (up, down, flat) * shenanigan flag * (multiple/single),A.1.4 CRMS : - , CRMS : High Level , * Output, , . * chart of accounts . * design support lo
5、gic( ) . * KIS Line ., * . , ., .,A.2.1 CRMS : - , CRMS : High Level , ., . . FSS . ., Loan Review Officers RM (portfolio level),A.2.2 CRMS : - ,Commercial CRMS: Module Objectives & High-Level Design Requirements, - - , C/F , ,CRMS input 5 C/F Rating input , , , ,FSC , ( ),/ , ,A.2.2 CRMS : - ,Commercial CRMS: Module Objectives & High-Level Design Requirements, - Loan Monitoring, , , , , , , ,Loan monitoring ., , ,A.2.3 CRMS : - output,Commercial CRMS: Module Objectives & High-Level Design Requirements, 5 C/F . C/F . 5 5 C/F, , . . . , , . ., input CRMS 5 C/F Rating ( )
