Synergi User Manual

Attach and Detach 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:-

<Collateral Search Criteria> (Panel)
Please Enter Search Value	This is the value to be used to search for credit applications. This is a data search criteria field. Note: If the value inputted into this field is relating to Collateral Key or Reference No. or Prefer Collateral ID or Account No. or Customer Name, user can click the related criterion button, accordingly.
Collateral Key	This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records. Note: Click on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing collateral records.
Reference No.	This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records. Note: Click on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing reference number.
Prefer Collateral ID	This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records. Note: Click on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing collateral ID.
Account No.	This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records. Note: Click on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing account number.
Customer Name	This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records. Note: Click on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing customer name.

<Collateral Search Criteria> (Panel)

Please Enter Search Value

This is the value to be used to search for credit applications. This is a data search criteria field.

Note: If the value inputted into this field is relating to Collateral Key or Reference No. or Prefer Collateral ID or Account No. or Customer Name, user can click the related criterion button, accordingly.

Collateral Key

This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records.

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

Reference No.

This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records.

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

Prefer Collateral ID

This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records.

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

Account No.

This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records.

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

Customer Name

This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records.

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

<Collaterals List> (Pop-up Window)
Please Enter Search Value	This is the value to be used to search for collateral records. This is a data search criteria field. Note: If the value inputted into this field is relating to Collateral Reference No. or Prefer Collateral ID or Account No. or Customer Name, user can click the related criterion button, accordingly.
Collateral Key	This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records. Note: Click on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing collateral records.
Reference No.	This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records. Note: Click on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing reference number.
Prefer Collateral ID	This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records. Note: Click on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing collateral ID.
Account No.	This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records. Note: Click on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing account number.
Customer Name	This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records. Note: Click on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing customer name.
Collateral Key	This is the unique internal system generated reference number of a particular collateral, which disregards the collateral type, e.g., 563.
Reference No.	This is a system generated unique reference number of a particular collateral, which is pre-fixed with a collateral type code at the first and second digit, e.g., 01351 or 02351.
Account No.	This is the system generated unique reference number of a credit facility account that is related to a particular collateral.
Collateral Type	This is the category of the collateral and the collateral value (in collateral currency). Some possible collateral types that can be displayed, are as follows:- COLTYPJ - Jewelry COLTYPM - Light Equipment COLTYPN - Heavy Equipment COLTYPO - Gadget COLTYPL - Livestock COLTYPU - Light Vehicle COLTYPV - Personal Vehicle COLTYPW - Heavy Vehicle COLTYPP - Property
Customer Name	This is the name of a customer in the system that is related to a particular collateral.
Prefer Collateral ID	Prefer Collateral ID is the preferred reference number maintained by user relating to a particular collateral.

<Collaterals List> (Pop-up Window)

Please Enter Search Value

This is the value to be used to search for collateral records. This is a data search criteria field.

Note: If the value inputted into this field is relating to Collateral Reference No. or Prefer Collateral ID or Account No. or Customer Name, user can click the related criterion button, accordingly.

Collateral Key

This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records.

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

Reference No.

This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records.

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

Prefer Collateral ID

This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records.

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

Account No.

This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records.

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

Customer Name

This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records.

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

Collateral Key

This is the unique internal system generated reference number of a particular collateral, which disregards the collateral type, e.g., 563.

Reference No.

This is a system generated unique reference number of a particular collateral, which is pre-fixed with a collateral type code at the first and second digit, e.g., 01351 or 02351.

Account No.

This is the system generated unique reference number of a credit facility account that is related to a particular collateral.

Collateral Type

This is the category of the collateral and the collateral value (in collateral currency).

Some possible collateral types that can be displayed, are as follows:-

COLTYPJ - Jewelry
COLTYPM - Light Equipment
COLTYPN - Heavy Equipment
COLTYPO - Gadget
COLTYPL - Livestock
COLTYPU - Light Vehicle
COLTYPV - Personal Vehicle
COLTYPW - Heavy Vehicle
COLTYPP - Property

Customer Name

This is the name of a customer in the system that is related to a particular collateral.

Prefer Collateral ID

Prefer Collateral ID is the preferred reference number maintained by user relating to a particular collateral.

Collateral Info (Panel)
Collateral Key/Ref	This is the unique internal system generated reference number of a particular collateral, which disregards the collateral type, e.g., 563.
Type	This is the category of the collateral, that is applicable to user and has been pre-mapped to system’s collateral category.
Description	This is the description of a collateral e.g., a unit of light industrial factory known as Lot 108, at Batu Tiga Light Industrial Park.
Secured	This is the system generated unique reference number of a credit facility account that is related to a particular collateral and customer’s name.

Collateral Info (Panel)

Collateral Key/Ref

This is the unique internal system generated reference number of a particular collateral, which disregards the collateral type, e.g., 563.

Type

This is the category of the collateral, that is applicable to user and has been pre-mapped to system’s collateral category.

Description

This is the description of a collateral e.g., a unit of light industrial factory known as Lot 108, at Batu Tiga Light Industrial Park.

Secured

This is the system generated unique reference number of a credit facility account that is related to a particular collateral and customer’s name.

Attach and Detach (Panel)
Account No.	This is the system generated unique reference number of a credit facility account that is related to a particular collateral.
Customer Name	This refers to the name of a customer in system that is related to a particular collateral.
Product	This is the code of the respective product contained in a credit facility and can be secured with a collateral.
Account Status	This is the status of the credit facility account, e.g., A - Active.
Ccy	This is the currency of the product or facility.
Approved Amount	This is the credit facility amount that has been approved in a credit application (in the account or product currency).
Current Limit	This is the presently used credit facility limit (in the account or product currency).

Attach and Detach (Panel)

Account No.

This is the system generated unique reference number of a credit facility account that is related to a particular collateral.

Customer Name

This refers to the name of a customer in system that is related to a particular collateral.

Product

This is the code of the respective product contained in a credit facility and can be secured with a collateral.

Account Status

This is the status of the credit facility account, e.g., A - Active.

Ccy

This is the currency of the product or facility.

Approved Amount

This is the credit facility amount that has been approved in a credit application (in the account or product currency).

Current Limit

This is the presently used credit facility limit (in the account or product currency).

Attach Facility (Pop-Up Window)
Please Enter Search Value	This is the value to be used to search for collateral records. This is a data search criteria field. Note: If the value inputted into this field is relating to Account No. or Customer Name, user can click the related criterion button, accordingly.
Account No.	This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records. Note: Click on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing collateral records.
Customer Name	This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records. Note: Click on this button if the value inputted at the 'Please Enter Search Value' search criteria field is related to existing collateral records.
Attach Facility (Pop-Up Window)
Account No.	This is the system generated unique reference number of a credit facility account that is related to a particular collateral.
Customer	This is the name of a customer in system that is related to a particular collateral.
Product	This is the code of the respective product contained in a credit facility and can be secured with a collateral.
Spread Type	This is the pattern to be used to spread the security value of each of the collateral. The possible values that can be displayed, are as follows:- R - By Ratio (based on the respective facility amount divided by the total credit facilities) P - By Priority (based on the priority ranking set for each credit facility) C - By Charge Amount (based on the credit facility amount)
Ownership Party	This is an indicator whether a collateral to secure a facility is of 1st party (collateral belongs to same entity as that of the facility in a credit application) or 3rd party (collateral belongs to an entity different from the entity of the facility in a credit application).
Charge Amount	This is the monetary worth of a collateral that will be pledged to the bank to secure the related credit facility.

Attach Facility (Pop-Up Window)

Please Enter Search Value

This is the value to be used to search for collateral records. This is a data search criteria field.

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

Account No.

This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records.

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

Customer Name

This is the search criteria button to be clicked once, in order for system to search and retrieve the relevant collateral records.

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

Attach Facility (Pop-Up Window)

Account No.

This is the system generated unique reference number of a credit facility account that is related to a particular collateral.

Customer

This is the name of a customer in system that is related to a particular collateral.

Product

This is the code of the respective product contained in a credit facility and can be secured with a collateral.

Spread Type

This is the pattern to be used to spread the security value of each of the collateral.

The possible values that can be displayed, are as follows:-

R - By Ratio (based on the respective facility amount divided by the total credit facilities)
P - By Priority (based on the priority ranking set for each credit facility)
C - By Charge Amount (based on the credit facility amount)

Ownership Party

This is an indicator whether a collateral to secure a facility is of 1st party (collateral belongs to same entity as that of the facility in a credit application) or 3rd party (collateral belongs to an entity different from the entity of the facility in a credit application).

Charge Amount

This is the monetary worth of a collateral that will be pledged to the bank to secure the related credit facility.