Process ROPA Function - Create Scenarios

Scenario 1: Create ROPA Item Record

Details

Step 1

From the Tree Menu, search for the Process ROPA function, and then click on it.

Step 2

By default, system will open up the screen displaying all the ROPA Process task cards, as follows:-

  • New Request (Request or book a collateral item as an ROPA item)

  • Pending Approval (Review, propose and approve on ROPA items)

  • Pull Out (Pull out ROPA items for repossession)

  • Take Up (Update Repossession status of ROPA item)

Step 3

Select and click once on the New Request task card.

Step 4

System will display 'Collateral Search Criteria' sub-panel. Proceed to input value into the 'Please Enter Search Value' column, and then either click once on the 'Collateral Key', 'Reference No.', 'Prefer Collateral ID', 'Account No.' or 'Customer Name. button.

Step 5

System will display the record in the 'Process ROPA’sub-panel when there is an exact match with the search criteria filters.

Note:

If there are several records that fulfill the criteria, proceed to the following steps:

  • System will retrieve and display all the relevant records at the Collateral List Modal Screen pop-up window, once the relevant system validations have been passed.

  • Mouse over a collateral record at sub-panel and then click twice on it.

  • System will retrieve and display all the relevant data at the Process ROPA sub-panel.

Step 6

Click once on the 'Enter Request ROPA' button located at Process ROPA sub-panel.

Step 7

System will display the ROPA Request Details pop-up window. Proceed to input value into 'ROPA Request Details' window.

Step 8

Then, click once on the Save button. Upon confirmation on data saving, system will capture and save all the data inputted.

Note: To discard all changes made, click once on the Cancel button.