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1) The document outlines the step-by-step process for submitting an IProposal and obtaining a branch proposal number. SBA/agents fill out the IProposal PDF form and submit it through the portal by providing their IPIN and merchant ID. 2) Upon successful submission, the portal provides an acknowledgement ID. The IProposal data is then sent to the assigned branch where a proposal number is automatically generated. 3) SBA/agents must note the branch proposal number from the portal before submitting actual papers to the branch, as it is required and differs from the initial IProposal ID. The branch can then process the proposal using the number.

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Debasis Ghosal

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LICI/CO/IT/EPS-IPR-02 05/07/2016

Step by Step IProposal Submission and Processing by Branch .

Step 1: SBA/Empowered Agent fill the IProposal PDF Form.

A template PDF is provided. – “IPR-F300-RE-V12.0-MSite.pdf ” . Multiple copies can be made of the PDF
Document and can be saved in the desired name.

It is not required that the merchant is logged into the Portal for submitting the IProposal.

PDF can also be filled and saved offline, i.e. when the internet is not connected. Once all the IProposal
are filled, it can be submitted one by one after connecting to the internet.
Step2: SBA/Empowered Agent Submit the form : Duly filled in IProposal can be submitted by
providing IPIN as lic and his Merchant ID . It is important that the internet connection is available
while submitting the IProposal.
PR-F300-RE-V12.0-MSite.pdf

Step 3 : SBA/Empowered Agent gets acknowledgement from Portal on successful IProposal

Submission :
An IProposal when successfully submitted on Portal results in acknowledgement from the Portal Server.
Please note that it is important that the PDF was opened using Internet Explorer ( Browser ) for receiving
the acknowledgement .

Important : IProposal ID is a portal acknowledgement Id and not a Branch Proposal Number.

Branch Proposal Number is subsequently obtained by portal and shown under Proposal Data MIS.

Step 4: How Branch proposal number is allotted to the IProposal and how branch can process the
proposal ? .
IProposal is a mechanism for online submission of the Proposal Data to the attached branch office of
SBA/ Empowered Agent.

Once an IProposal is successfully submitted as above , the data is sent to the branch using network
and a proposal number is automatically obtained from the Branch and the data is merged with the
Branch proposal master . If IProposal is submitted beyond branch working hours, branch proposal
number is available only after the branch opens the next working day .

TIBCO messaging services are utilized for sending the IProposal Data to the Branch and obtaining
Branch Proposal Number. Branch Proposal Number may not be available if the Branch is not on
network or there is problem with the Branch TIBCO Services.

Branch Proposal Number is obtained using the Proposal Data MIS in the Merchant Portal.
SBA and Empowered Agent must take note of the Branch Proposal Number allotted for the Proposal
before submitting the actual proposal Papers in the branch. Branch proposal number is then required to
be mentioned on the proposal paper. Branch Proposal Number is different from the IProposal ID initially
allotted on submission of the IProposal.

Branch NB Department can then use the proposal number to process and completed the proposal.

Branch can modify /do necessary correction in the data submitted.

Once an IProposal is submitted by SBA/ Empowered Agent , there is no facility for doing any correction
by the SBA/Empowered Agent. Correction can be done by the NB Department of the Branch.

Proposal Completion details are also automatically available with portal .

VERY IMPORTANT:
Please note that the Inward Date and the Proposal Date are keyed in very carefully, specially during the
month-end NB extension period when some extension is allowed. If the inward date and proposal
date is not of the previous month the adjustment by the Branch in the previous month may not be
possible.

Delay will occur in Branch Proposal Number allotment if there is network issues, non –functioning of
TIBCO Adapters at Branch, Holidays. Branch Proposal Number is obtained from the Branch FEAP
Server in a real time basis. IProposal can be submitted any time during the day , even on holidays
IProposal can be submitted. However in such cases branch proposal number will be available only on
next working day for the Branch.
To obtain Branch Proposal Number and Proposal Status :
Login to : www.licindia.in/merchant
Option Proposal MIS – Proposal Data MIS.
Click on ‘Proposal Data MIS’