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:-

  • Collateral Info (Panel)

  • Attach & Detach (Panel)

Step 7

Click once on the CreateNewRecord button.

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

Note: Click once on the Cancel button, to discard all changes made.

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:-

  • Collateral Info (Panel)

  • Attach & Detach (Panel)

Step 7

Mouse over a record at the Attach and Detach panel, and then click once on the Remove Delete icon.

Step 8

System will prompt a delete confirmation message. Click once on the Yes button to proceed with the data deletion. Upon confirmation on data deletion, system will remove the selected facility record attached to the collateral.

Note: Click once on the No button, to discard all changes made.