Process ROPA Function - Update Scenarios

Scenario 1: Update Approval for ROPA Item

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

Click once on the Pending Approval task card. System will retrieve and display all the data on the sub-panel.

Step 4

Select a row of record and click once on the Details icon. System will retrieve and display all the relevant data at the Pending Approval Detail pop-up window.

Step 5

Proceed to input value into each relevant field at this window. Thereafter, click once on the Save button. Upon confirmation on data saving, system will capture and save all data inputted.

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

Scenario 2: Update Pull out ROPA item for information update and documents upload

Details

Step 1

From the Tree Menu, search for the Process ROPA function, and then click once 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

Click once on the Pull Out task card. System will retrieve and display all the data on the sub-panel.

Step 4

Select a row of record and click once on the Details icon. System will retrieve and display all the relevant data at the Pull Out Detail pop-up window.

Step 5

Proceed to input value into each relevant fields at this window. Thereafter, click once on the Save button. Upon confirmation on data saving, system will capture and save all data inputted.

Note:

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

  • If necessary, click the 'Proceed with Take Up' button to move the record to the Take Up task.

Scenario 3: Update the Take up of the ROPA item

Details

Step 1

From the Tree Menu, search for the Process ROPA function, and then click once 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

Click once on the Take Up task card. System will retrieve and display all the data on the sub-panel.

Step 4

Select a row of record and click once on the Details icon. System will retrieve and display all the relevant data at the Take Up Detail pop-up window.

Step 5

Proceed to input value into each relevant field at the 'Take Up Detail' pop-up window. Thereafter, click once on the Save button. Upon confirmation on data saving, system will capture and save all data inputted.

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