Synergi User Manual

Credit Scoring Scheme Maintenance Function - Update Scenarios

Scenario 1: Change Details of Credit Scoring Scheme in 'Draft' Status

Details
Step 1	From the Tree Menu, search for the Credit Scoring Scheme Maintenance function, and then click once on it.
Step 2	By default, system will display the screen with existing credit scoring schemes, if any.
Step 3	Mouse over a credit scoring scheme record, and then click once on the icon.
Step 4	System will display the details at the 'Credit Scoring Scheme Details' panel. Note: If there are more than one record of the same credit scoring scheme reflected at the 'Scoring Scheme' sub-panel, system will always auto select the latest effective date’s scheme. Mouse over the relevant effective date’s record that is in the 'Draft' status, for system to display the related data at the 'Main' and 'Guidelines' sections.
Step 5	Proceed to input or update the value at the relevant fields or columns at the 'Credit Scoring Scheme Details' panel, as follows, and then click once on the button:- Mouse over a field and then overwrite the existing value (if applicable). Mouse over a radio button option and then click once on it, to select. Instead of manually adding details at the 'Main' and 'Guidelines' sub-section of the selected credit scoring scheme record that is in the 'Draft' status, click once on the 'Copy Items' button, to select the relevant existing credit scoring scheme code by mousing over the record and double-click on it, to copy all the credit scoring items and weights, and related guidelines for modification and use in the new credit scoring scheme (if applicable).
Step 6	Proceed to input or update the value at the relevant fields or columns at the 'Main' section, as follows:- Click once on the button, located at the 'Credit Scoring Scheme Scoring Item' sub-section. Proceed to input values at the 'Scoring Item and Weight Details' pop-up window, as follows, and then click once on the button. Mouse over a field and press on the 'Enter' key on the keyboard, and then mouse over a record at the list of values, displayed, and double-click to select it. Mouse over a field and then overwrite the existing value (if applicable). Click once on the button, located at the 'Scoring Item and Weight Details' pop-up window, where system will display the 'Credit Scoring Item Weight' pop-up window. Proceed to input values at the 'Credit Scoring Item Weight' pop-up window, and then click once on the button. Mouse over a field and then key in or overwrite the existing value (if applicable). Mouse over the button, and then mouse over another value and click once on it. Mouse over the icon of a credit scoring weightage record, to remove it. Mouse over the icon of a credit scoring item record, to remove it. Note: Alternatively, click once on the 'Copy Items' button earlier at the 'Credit Scoring Scheme Details' panel, to select the relevant existing credit scoring scheme code, to copy all the credit scoring items and weights, and related guidelines for modification and use in the new credit scoring scheme (if applicable).
Step 7	Proceed to input or update the value at the relevant fields or columns at the 'Guidelines' section, as follows:- Click once on the button, located at the 'Credit Scoring Scheme Guide' sub-section. Proceed to input value into the relevant fields at the 'Credit Scoring Scheme Guide' pop-up window, as follows, and then click once on the button:- Mouse over the relevant field and key in the related value. Mouse over a radio button option and then click once on it, to select. Mouse over the icon of a credit scoring scheme' guideline record, to remove it. Note: Alternatively, click once on the 'Copy Items' button earlier at the 'Credit Scoring Scheme Details' panel, to select the relevant existing credit scoring scheme code, to copy all the credit scoring items and weights, and related guidelines for modification and use in the new credit scoring scheme (if applicable).
Step 8	Lastly, click once on the button to save all data inputted or updated. System will proceed to capture and save data inputted, or updated for the credit scoring scheme into the system database. Note: Click once on the button, to save and forward the credit scoring scheme for approval. Click once on the button, to discard all changes made.

Details

Step 1

From the Tree Menu, search for the Credit Scoring Scheme Maintenance function, and then click once on it.

Step 2

By default, system will display the screen with existing credit scoring schemes, if any.

Step 3

Mouse over a credit scoring scheme record, and then click once on the icon.

Step 4

System will display the details at the 'Credit Scoring Scheme Details' panel.

Note: If there are more than one record of the same credit scoring scheme reflected at the 'Scoring Scheme' sub-panel, system will always auto select the latest effective date’s scheme. Mouse over the relevant effective date’s record that is in the 'Draft' status, for system to display the related data at the 'Main' and 'Guidelines' sections.

Step 5

Proceed to input or update the value at the relevant fields or columns at the 'Credit Scoring Scheme Details' panel, as follows, and then click once on the button:-

Mouse over a field and then overwrite the existing value (if applicable).
Mouse over a radio button option and then click once on it, to select.
Instead of manually adding details at the 'Main' and 'Guidelines' sub-section of the selected credit scoring scheme record that is in the 'Draft' status, click once on the 'Copy Items' button, to select the relevant existing credit scoring scheme code by mousing over the record and double-click on it, to copy all the credit scoring items and weights, and related guidelines for modification and use in the new credit scoring scheme (if applicable).

Step 6

Proceed to input or update the value at the relevant fields or columns at the 'Main' section, as follows:-

Click once on the button, located at the 'Credit Scoring Scheme Scoring Item' sub-section.
Proceed to input values at the 'Scoring Item and Weight Details' pop-up window, as follows, and then click once on the button.
- Mouse over a field and press on the 'Enter' key on the keyboard, and then mouse over a record at the list of values, displayed, and double-click to select it.
- Mouse over a field and then overwrite the existing value (if applicable).
- Click once on the button, located at the 'Scoring Item and Weight Details' pop-up window, where system will display the 'Credit Scoring Item Weight' pop-up window.
- Proceed to input values at the 'Credit Scoring Item Weight' pop-up window, and then click once on the button.
  - Mouse over a field and then key in or overwrite the existing value (if applicable).
  - Mouse over the button, and then mouse over another value and click once on it.
- Mouse over the icon of a credit scoring weightage record, to remove it.
Mouse over the icon of a credit scoring item record, to remove it.

Note: Alternatively, click once on the 'Copy Items' button earlier at the 'Credit Scoring Scheme Details' panel, to select the relevant existing credit scoring scheme code, to copy all the credit scoring items and weights, and related guidelines for modification and use in the new credit scoring scheme (if applicable).

Step 7

Proceed to input or update the value at the relevant fields or columns at the 'Guidelines' section, as follows:-

Click once on the button, located at the 'Credit Scoring Scheme Guide' sub-section.
Proceed to input value into the relevant fields at the 'Credit Scoring Scheme Guide' pop-up window, as follows, and then click once on the button:-
- Mouse over the relevant field and key in the related value.
- Mouse over a radio button option and then click once on it, to select.
Mouse over the icon of a credit scoring scheme' guideline record, to remove it.

Step 8

Lastly, click once on the Save button to save all data inputted or updated. System will proceed to capture and save data inputted, or updated for the credit scoring scheme into the system database.

Note:

Click once on the button, to save and forward the credit scoring scheme for approval.
Click once on the button, to discard all changes made.

Scenario 2: Perform Approval on Submitted Credit Scoring Scheme

Details
Step 1	From the Tree Menu, search for the Credit Scoring Scheme Maintenance function, and then click once on it.
Step 2	By default, system will display the screen with existing credit scoring schemes, if any.
Step 3	Mouse over a credit scoring scheme record, and then click once on the icon.
Step 4	System will display the details at the 'Credit Scoring Scheme Details' panel.
Step 5	Mouse over a credit scoring record that is pending for approval, to view the related details at the 'Main' and 'Guidelines' sub-sections, accordingly.
Step 6	Click once on the button, to approve the selected credit scoring scheme. Note: Alternatively, click once on the button, to return the selected credit scoring scheme to the initiation stage for rework or amendments.