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2. Loan origination - Wikipedia

   en.wikipedia.org/wiki/Loan_origination

   Loan origination is the process by which a borrower applies for a new loan, and a lender processes that application. Origination generally includes all the steps from taking a loan application up to disbursal of funds (or declining the application). For mortgages, there is a specific mortgage origination process.

3. IBM Lotus Forms - Wikipedia

   en.wikipedia.org/wiki/IBM_Lotus_Forms

   IBM Forms is a suite of products by IBM's Lotus Software division that interact to develop and deliver data-driven, XML-based electronic forms (e-forms) to end-users. IBM Forms consists of a server, designer, and client viewer that enable creation, deployment, and streamlining of forms-based processes.

4. Application for employment - Wikipedia

   en.wikipedia.org/wiki/Application_for_employment

   Application forms are the second most common hiring instrument next to personal interviews. [9] Companies will occasionally use two types of application forms, short and long. [citation needed] They help companies with initial screening and the longer form can be used for other purposes as well [clarify]. The answers that applicants choose to ...

5. Customer relationship management - Wikipedia

   en.wikipedia.org/wiki/Customer_relationship...

   Customer profiling is a method to understand your customers in terms of demographics, behaviour and lifestyle. It is used to help make customer-focused decisions without confusing the scope of the project with personal opinion.

6. Enterprise forms automation - Wikipedia

   en.wikipedia.org/wiki/Enterprise_forms_automation

   Modern implementation of the paperless office concept has two main focuses: creating documents and managing documents. Since major systems have already displaced paper altogether (e.g., enterprise resource planning, customer relationship management, accounting software, etc.), paper that remains in use is largely generated by processes that capture data, generate reports, and distribute ...

7. Know your customer - Wikipedia

   en.wikipedia.org/wiki/Know_your_customer

   Know your customer (KYC) guidelines and regulations in financial services require professionals to verify the identity, suitability, and risks involved with maintaining a business relationship with a customer. The procedures fit within the broader scope of anti-money laundering (AML) and counter terrorism financing (CTF) regulations.