CA Enquiry Function - View Scenarios

Scenario 1: View Credit Application Details

Details

Step 1

From the Tree Menu, search for the 'CA Enquiry' function, and then click once on it.

Step 2

By default, system will display the screen without any data.

Step 3

Proceed to input value into each relevant search criterion field, located at the <Search Criteria> panel.

Step 4

Thereafter, click once on the Search button.

Note: Click once on the Reset button, to clear off all the data inputted as search criteria.

Step 5

System will retrieve records of credit applications and displayed accordingly at the '<CA Search Results>' sub-panel.

Step 6

Mouse over a record of a credit application and double-click on it.

Step 7

Information of the selected record of a credit application will be displayed at the 'CA Enquiry Summary' screen.

Note:

  • Click once on the Add Memo button, to define a memo for the application.

  • Click once on the AddComments button, to define a feedback or notation on the presently assigned workflow stage.

Step 8

Click once on the Details CA button.

Step 9

System will display the 'CA Enquiry Details' screen, with more details of the credit application.

Note:

  • Click once on the View Attachments2 button, to view the attached documents.

  • Click once on the View DSR2 button, to view the computed debt service ratio of the application.