Synergi User Manual

Stamped Contract Function - Fields Description

At this function, user will come across various fields or columns that needs to be maintained with relevant data.

The descriptions of the respective field or column, are as follows:-

Upload Stamp Certificate (Panel)
No.	This is the running sequence number of the record in the listing.
CA No.	This is the unique reference number of an existing credit application, which is generated by system.
Acct No.	This is the system generated unique reference number of the respective credit facility account.
Approved Amount	This is the approved amount of a credit application.
Cust. Signed Date	This is the date of which the agreement has been signed by a customer.
Upload	This is the hyperlink to be clicked once, to select the relevant stamped documents for upload by application. Note: The 'Upload Stamped Certificate' window will pop up.

Upload Stamp Certificate (Panel)

No.

This is the running sequence number of the record in the listing.

CA No.

This is the unique reference number of an existing credit application, which is generated by system.

Acct No.

This is the system generated unique reference number of the respective credit facility account.

Approved Amount

This is the approved amount of a credit application.

Cust. Signed Date

This is the date of which the agreement has been signed by a customer.

Upload

This is the hyperlink to be clicked once, to select the relevant stamped documents for upload by application.

Note: The 'Upload Stamped Certificate' window will pop up.

This panel will be displayed upon system opening the function screen.
The purpose of this panel is to allow user to select the relevant application record and attach with selected stamped document file.

<Re-Upload Stamp Certificate> (Panel)
<Credit Application Search Criteria> (Sub-Panel)
Please Enter Search Value	This is the value to be used to search for credit applications. Note: If the value inputted into this field is relating to CA No., or Customer Name or Customer ID, user can click once on the related criterion button, accordingly.
CA No.	This is the search criteria button to be clicked once, to search and retrieve the relevant credit application records. Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing credit application numbers.
Customer Name	This is the search criteria button to be clicked once, to search and retrieve the relevant credit application records. Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing customer names.
Customer ID	This is the search criteria button to be clicked once, to search and retrieve the relevant credit application records. Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing customer identity numbers.

<Re-Upload Stamp Certificate> (Panel)

<Credit Application Search Criteria> (Sub-Panel)

Please Enter Search Value

This is the value to be used to search for credit applications.

Note: If the value inputted into this field is relating to CA No., or Customer Name or Customer ID, user can click once on the related criterion button, accordingly.

CA No.

This is the search criteria button to be clicked once, to search and retrieve the relevant credit application records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing credit application numbers.

Customer Name

This is the search criteria button to be clicked once, to search and retrieve the relevant credit application records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing customer names.

Customer ID

This is the search criteria button to be clicked once, to search and retrieve the relevant credit application records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing customer identity numbers.

This panel will appear upon user clicking once on the button, located at the bottom of the screen.

Credit Application Search (Pop-up Window)
Please Enter Search Value	This is the value to be used to search for credit applications. Note: If the value inputted into this field is relating to CA No., or Customer Name or Customer ID, user can click once on the related criterion button, accordingly.
CA No.	This is the search criteria button to be clicked once, to search and retrieve the relevant credit application records. Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing credit application numbers.
Customer Name	This is the search criteria button to be clicked once, to search and retrieve the relevant credit application records. Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing customer names.
Customer ID	This is the search criteria button to be clicked once, to search and retrieve the relevant credit application records. Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing customer identity numbers.
CA No.	This is the unique reference number of a credit application which is generated by system.
Customer Name	This is the main applicant’s name.
Status	This is the present status of the respective credit application, e.g., A - Approved.
Customer ID	This is the identification number of the respective customer, e.g., MyKAD number.

Credit Application Search (Pop-up Window)

Please Enter Search Value

This is the value to be used to search for credit applications.

Note: If the value inputted into this field is relating to CA No., or Customer Name or Customer ID, user can click once on the related criterion button, accordingly.

CA No.

This is the search criteria button to be clicked once, to search and retrieve the relevant credit application records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing credit application numbers.

Customer Name

This is the search criteria button to be clicked once, to search and retrieve the relevant credit application records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing customer names.

Customer ID

This is the search criteria button to be clicked once, to search and retrieve the relevant credit application records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing customer identity numbers.

CA No.

This is the unique reference number of a credit application which is generated by system.

Customer Name

This is the main applicant’s name.

Status

This is the present status of the respective credit application, e.g., A - Approved.

Customer ID

This is the identification number of the respective customer, e.g., MyKAD number.

This 'Credit Application Search' window will pop up, provided there are more than one application record found, based on the selected search criterion.
The purpose of this window is for user to narrow down the search for the relevant application record to re-upload stamped document to the application.

<Credit Application Information> (Panel)
CA No.	This is the unique reference number of a credit application which is generated by system.
<Applicant’s Name>	This is the main applicant’s name.
CA Info.	This is the brief highlights of a credit application, e.g., the present status of the credit application (X - Accepted).

<Credit Application Information> (Panel)

CA No.

This is the unique reference number of a credit application which is generated by system.

<Applicant’s Name>

This is the main applicant’s name.

CA Info.

This is the brief highlights of a credit application, e.g., the present status of the credit application (X - Accepted).

This panel will appear on top of the screen, upon system opening up to the selected credit application record for stamped document upload.
The purpose of this window is to display the main details of the selected application.

Re-Upload Stamp Certificate (Panel)
ID No.	This is the identification number of the respective customer, e.g., MyKAD number.
Account No.	This is the system generated unique reference number of the respective credit facility account.
Product	This is the name of the applied credit facility’s product in the credit application, e.g., Personal Loan.
Approved Amount	This is the approved amount of a credit application.
Upload Stamp Certificate (Panel)
Seq No.	This is the sequence number associated with the respective stamped contract, agreement or document uploaded in system.
File Name	This is the name of the respective file that has been uploaded.
Create On	This is the date of which the respective file has been uploaded.
Create By	This is the User ID who has uploaded the stamped contract, agreement or document.
Re-Upload	This is the button to be clicked once, to select the relevant stamped documents for upload by application. Note: The 'Upload Stamped Contract' window will pop up.

Re-Upload Stamp Certificate (Panel)

ID No.

This is the identification number of the respective customer, e.g., MyKAD number.

Account No.

This is the system generated unique reference number of the respective credit facility account.

Product

This is the name of the applied credit facility’s product in the credit application, e.g., Personal Loan.

Approved Amount

This is the approved amount of a credit application.

Upload Stamp Certificate (Panel)

Seq No.

This is the sequence number associated with the respective stamped contract, agreement or document uploaded in system.

File Name

This is the name of the respective file that has been uploaded.

Create On

This is the date of which the respective file has been uploaded.

Create By

This is the User ID who has uploaded the stamped contract, agreement or document.

Re-Upload

This is the button to be clicked once, to select the relevant stamped documents for upload by application.

Note: The 'Upload Stamped Contract' window will pop up.

Upload Stamped Certificate (Pop-Up Window)
Upload <File Name>	This is the name of the file that has been selected for upload. Note: Only PDF format is allowed.
Upload	This is the button to be clicked once in order for system to display the 'Open' Directory to select the relevant document for upload.

Upload Stamped Certificate (Pop-Up Window)

Upload <File Name>

This is the name of the file that has been selected for upload.

Note: Only PDF format is allowed.

Upload

This is the button to be clicked once in order for system to display the 'Open' Directory to select the relevant document for upload.

This window will pop up, once user has clicked once on the button or button.
The window allows users to upload the relevant contract which has been stamped by LHDN.