<aside> 💡 What will you learn: This guide will walk you through the process of adding and managing team members, partners, and lenders on your AICA platform. Follow these steps to ensure your network is up-to-date and effectively managed.
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Users should Fill the metrics for the 3 sections of the Company Profile which are Company Financials
Company Details
Expected Terms
Company Financials are divided into two parts - Audited (of the last Financial Year) **Annualised Provisional (**Discussion and Actual Data Of current Financial Year)
When is Discussion Data Filled ?
Difference between Discussion and Actual Data
Users should Ideally complete these terms, from the company, these terms filled here are replicated to all the Recommended Products Level and Lender Level, which are further editable on the Product and Lender level debt terms on the Debt Options page.
Once, all the metrics are filled, users can save the filled terms by clicking on Proceed, which brings back the user to the Debt Options Page.
Note : to calculate the PEC’s (Product Eligibility Criteria) users can Select - Discussion OR Actual Data, based on which the Eligibility matching score is affected on the Debt Options page, but if they want to share the mandate it’s important to fill the Actual Data column metrics for the below metrics, So as to enable the ‘Share Mandate’ button.