Check How-To Guide

1. How to View and Manage Credit Applications

1. Navigate to Credit Queue.
2. Use the available status filters to locate the required applications.
3. Search or sort applications using the available column headers.
4. Click the required Application ID to open the credit application, or by clicking on the Ellipsis and selecting View option.
5. Review the applicant information, business rules, risk assessment, finance structure, documents, and AI-generated insights.
6. Record or update the credit decision.
7. Save or send the decision to complete processing.

2. How to View and Manage Funding Applications

1. Navigate to Funding Queue.
2. Filter, search, or sort funding applications as required.
3. Open the required funding application by clicking the Application ID, by clicking on the Ellipsis and selecting View option.
4. Review the applicant information, funding documents, finance structure, third-party responses, and funding checklist.
5. Complete the funding review and record the funding decision.
6. Save or send the decision.

3. How to View Your Personal Performance Analytics

1. Navigate to Performance Analytics.
2. Review the monthly performance summary and key performance indicators.
3. View productivity, quality, efficiency, trends, and goals.
4. Analyze charts and metrics to monitor your individual performance.
5. Export the analytics in CSV or Excel format if required.

4. How to View Team Performance Analytics

1. Navigate to Team Performance.
2. Select the required analytics category.
3. Review team and individual performance metrics.
4. Analyze productivity, utilization, quality, planning, automation, comparison, and insights dashboards.
5. Use the information to monitor team performance and identify improvement opportunities.

5. How to View and Download Reports

1. Navigate to Reporting Hub.
2. Select the required report from Available Reports.
3. Select the required Time Frame.
4. Click View Report to open the report.
5. Click Download CSV to download the report.

6. How to Customize Screen Fields Using DUI

1. Navigate to Configurations > DUI.
2. Select the required screen from the navigation pane.
3. Modify the User Defined Labels where required.
4. Show or hide fields using the Show/Hide option.
5. Save the changes.
6. View previous configuration changes using Show Version History if required.

7. How to Access Index Configuration

1. Navigate to Configurations > Index.
2. Open the required setup available for your user role.
3. Review or update the available configuration settings.
4. Save the changes if modification rights are assigned to your role.

8. How to Use Ask Check AI

1. Open a Credit Application, Funding Application, Performance Analytics, or Team Performance screen.
2. Locate the Ask Check AI chat box.
3. Enter your query using natural language.
4. Review the generated insights, recommendations, reports, or analyses.
5. Continue the conversation using the chat history as required.

9. How to Assign an Application

1. Open the Credit Queue or Funding Queue.
2. Locate the required application.
3. Click the vertical Ellipsis (⋮) menu.
4. Select Assign to Me or Assign to a Member.
5. The application is assigned to the selected user.

10. How to View the Audit Trail

1. Open the required Credit Application or Funding Application.
2. Click the Audit Trail option on the right side of the application screen.
3. Review the chronological history of activities performed on the application.
4. Use the audit trail to verify application updates, decisions, and user actions.