Identify Back Date Entry / Deals - Volume Report

[ashish mehra]

Hi,

We are facing 3 issues as of now:

1) Back Date Entry posted in system
2) Change in Loan Amount
3) Change in Loan Start Date column

Explaination:
Point# 1) There is a bug in our system that is allowing back date entry posting manually in system by Operation team. Till the system is developed we have to find manual way.

Point# 2) Initially Disbursed amount is 50k but after 2-3 months this could be 20k in addition to initial amount. We refer these as Partial Disbursed booked deals.

Point# 3) We have found that in some scenarios Loan Start Date is changed due to Partial Disbursed deals.

We have to make a model to overcome the above conditions in Volume Report.

Regards,
AM

 

[Deepak]

Can we have a sample file.

 

[ashish mehra]

Hi Deepak,

I have shared sample data for Volume till July & August with Output format of Volume Report.

The logic is once the Volume Report is made, this will be freeze. There will not be any change.

Regards,
AM