Attach and Detach Function - Update Scenarios
Scenario 1: Attach Collateral to Facility
| Details | |
|---|---|
Step 1 |
From the Tree Menu, search for the Attach & Detach function, and then click once on it. |
Step 2 |
By default, system will open up the screen without any data. |
Step 3 |
Proceed to input the relevant search criterion, at the Collateral Search Criteria panel, and then click once on a related search criterion button. |
Step 4 |
System will retrieve a list of related account records and display accordingly at the Collateral List pop-up window, if there are more than one record found. |
Step 5 |
Mouse over a collateral record at Collateral List pop-up window, and then click twice on it. |
Step 6 |
System will retrieve and display all the relevant data at the following panel and sections:-
|
Step 7 |
Click once on the |
Step 8 |
System will display the Attach Facility pop-up window. |
Step 9 |
Proceed to input the relevant search criterion, at the Attach Facility pop-up window, and then click once on a related search criterion button. |
Step 10 |
System will display a list of possible credit facility accounts at the Attach Facility pop-up window. |
Step 11 |
Mouse over a relevant credit facility record, and then click twice on it. |
Step 12 |
System will display the more details (including fields) of the selected credit facility record at the Attach Facility pop-up window. |
Step 13 |
Proceed to input value into the relevant fields at the Attach Facility pop-up window. |
Step 14 |
Then, click once on the Note: Click once on the |
Scenario 2: Detach Collateral from Facility
| Details | |
|---|---|
Step 1 |
From the Tree Menu, search for the Attach & Detach function, and then click once on it. |
Step 2 |
By default, system will open up the screen without any data. |
Step 3 |
Proceed to input the relevant search criterion, at the Collateral Search Criteria panel, and then click once on a related search criterion button. |
Step 4 |
System will retrieve a list of related account records and display accordingly at the Collateral List pop-up window, if there are more than one record found. |
Step 5 |
Mouse over a collateral record at Collateral List pop-up window and click twice on it. |
Step 6 |
System will retrieve and display all the relevant data at the following panel and sections:-
|
Step 7 |
Mouse over a record at the Attach and Detach panel, and then click once on the |
Step 8 |
System will prompt a delete confirmation message. Click once on the Note: Click once on the |
