Reminder Scheme Maint. 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:-

Reminder Scheme (Panel)

<Reminder Scheme> (Search Sub-panel)

Reminder Type

This is the category of the reminder scheme, e.g, CRRMDER - Credit Reminder.

Reminder Scheme

This is the unique code assigned to the reminder scheme that contains the required reminder settings for the generation of reminders.

Description

This is brief details or name of the respective reminder scheme code.

<Reminder Scheme> (Sub-panel)

Reminder Type

This is the category of the reminder scheme, e.g, CRRMDER - Credit Reminder.

Reminder Scheme

This is the unique code assigned to the reminder scheme that contains the required reminder settings for the generation of reminders.

Description

This is brief details or name of the respective reminder scheme code.

Status

This is the status of the respective reminder scheme.

The options, are as follows:-

  • Active (Can be tagged to product(s) for the generation of reminders)

  • Inactive (Cannot be tagged to any products)

  • This panel will be displayed when the function screen has been opened.

  • The purposes of this panel, are as follows:-

    • To view the list of reminder schemes, created.

    • Access point to create reminder scheme

    • Access point to details of existing reminder schemes.
Reminders Scheme Details (Panel)

Reminders Scheme Details(Sub-Panel)

Reminder Type

This is the category of the reminder scheme, e.g, CRRMDER - Credit Reminder.

Reminder Scheme

This is the unique code assigned to the reminder scheme that contains the required reminder settings for the generation of reminders.

Status

This is the status of the respective reminder scheme.

The options, are as follows:-

  • Active (Can be tagged to product(s) for the generation of reminders)

  • Inactive (Cannot be tagged to any products)

Description

This is brief details or name of the respective reminder scheme code.

Created On

This is the date that a reminder scheme code has been created

Created By

This is the User ID of the user who has created a reminder scheme.

Updated On

This is the date that a reminder scheme code has been changes made.

Updated By

This is the User ID of the user who has made changes in the reminder scheme.

Reminder Scheme List (Sub-Panel)

Document ID

This is the internal system generated reference number used to uniquely identify a type of document, e.g., CRREM001.

Document Name

This is the name or brief description associated with a document ID, e.g., the name of the 'CRREM001 ' document ID is '1st Reminder'.

Extract Based On

This is the condition for the respective letter or reminder to be extracted in system.

The options that can be displayed, are as follows:-

  • AD - Aging Days (refers to the number of days no repayment made into the respective delinquent account)

  • NIA - No of Installment in Arrears (refers to the number of due installments not paid)

Extract Period

This is referring to either the number of days, or number of instalment count of the respective letter or reminder will be extracted according to the condition selected at the 'Extract Based On' in system.

Document Template

TThis is the related document layout format file to be used for print out of the related document, as displayed in the 'Document ID' field, for the reminder letter to be made attention to the main-holder.

Note: The available document templates can be pre-maintained using the 'Template Maintenance' function.

  • This panel will be displayed after user has double-clicked on a reminder scheme record.

  • The purposes of this panel is to allow user to do the followings:-

    • To view the details of the selected reminder scheme.

    • To input the details of the reminder scheme that includes the general details of the reminder and related settings on each type of reminder letter, contained therein.
Reminder Scheme Details (Pop-Up Window)

Document ID

This is the internal system generated reference number used to uniquely identify a type of document, e.g., CRREM001.

Note: The available list of Document IDs that will be displayed for data input, are dependent on the arrangement made during the system implementation stage.

Description

This is the name or brief details, associated with the respective document ID, e.g., 1st Reminder.

Extract Based On

This is the condition for the respective letter or reminder to be extracted in system.

The options that can be displayed, are as follows:-

  • AD - Aging Days (refers to the number of days no repayment made into the respective delinquent account)

  • NIA - No of Installment in Arrears (refers to the number of due installments not paid)

Tolerance Amount

This is the maximum difference of the amount of arrears that can remain unpaid before the generation of the related reminder, e.g., +/- MYR50.

No. of Days/ Installment

This is referring to either the number of days, or number of instalment count of the respective letter or reminder will be extracted according to the condition selected at the 'Extract Based On' in system.

Document Template

This is the document layout format file (which is to be associated with a Document ID) to be used for download, and/ or print out the related contents, as the reminder letter to be made attention to the main-holder.

Note: The available document templates can be pre-maintained using the 'Template Maintenance' function.

CC to Guarantor

This indicates whether a copy of the reminder is to be delivered to the guarantor of the credit facility.

The available options, ae as follows:

  • Yes

  • No

Guarantor Document Template

This is the document layout format file (which is to be associated with a Document ID) to be used for download, and/ or print out the related contents, as the reminder letter to be made attention to the guarantor.

Note:

  • This field will be displayed, provided 'CC to Guarantor' has been set as 'Yes'.

  • The available document templates can be pre-maintained using the 'Template Maintenance' function.

Created On

This is the date that the extraction settings of a reminder letter has been created in a reminder scheme.

Created By

This is the User ID of the user who has created the extraction settings of a reminder letter.

Updated On

This is the date that the extraction settings of a reminder letter has been updated in a reminder scheme.

Updated By

This is the User ID of the user who has made changes in the reminder scheme.

  • This window will be displayed, after user has double-clicked on a reminder letter.

  • The purpose of this pop-up window is to allow user to maintain the extraction conditions, and the related document template for the generation related reminders' or letters' contents.
Template LOV (Pop-Up Window)

Search

This is the keywords to be used to narrow down the list of document template that will be displayed below for selection by users.

Document Template

This is the respective document layout format file (which can be associated with the available Document IDs in system) to be used for download, and/ or print out the related contents.

Note: The possible document templates that can be selected can be pre-maintained using the 'Template Maintenance' function.

  • This window will be displayed, after user has clicked once on 'Document Template' or 'Guarantor Document Template' field on the Reminder Scheme Details pop-up window.

  • The purpose of this pop-up window is to allow user to select related document template for the generation of related reminders.