Collateral Document Expiry Monitoring 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 search criteria data input 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 collateral records.

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 records.

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.
Collateral List (Pop-up Window)

Please Enter Search Value

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

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 records.

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.

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.

Preferred Search Key

This refers to the user-defined search key for a collateral. For example, in a bank, it could be standard practice that all collaterals inputted in the system is to be traced to the related Customer ID. Therefore, during creation of the collateral, user will set up the value of the 'Preferred Search Key' = Customer ID for easy traceability.
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.
Collateral Document Expiry Monitoring (Panel)

Document Type

This is the type of document to be uploaded, e.g., Word, Excel, PDF etc.

Document Ref No

This is the document’s reference number with reference to a particular collateral.

File Name

This is the name including path of a file, that user wishes to upload to a collateral.

Description

This is the remarks or additional details for more informative purpose relating to a particular document to be attached to a particular collateral.

Expiry Date

This is the end of validity period of the document.
Document Upload (Pop-up Window)

Upload

This is the file to be uploaded or has been uploaded, as a supporting document in relation to the pledged collateral.

Document Type

This is the type of document to be uploaded, e.g., Word, Excel, PDF etc.

Document Ref No

This refers to the document’s reference number with reference to a particular collateral.

Expiry Date

This refers to the end of validity period of the document (if applicable).

Description

This refers to the remarks or additional details for more informative purpose relating to a particular document to be attached to a particular collateral.

Drop File Here

This is the area whereby user can drag a document file of a collateral item and drop it at this area for file upload purpose.