Synergi User Manual

Collateral Maintenance 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 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.

Collaterals List (Pop-up Window)
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 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.

Collaterals List (Pop-up Window)

Please Enter Search Value

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

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.

New Collateral (Pop-up Window)
Type	This is the category of the collateral, that is applicable to user, and has been pre-mapped to system’s collateral category. Note: The value selected for this field will determine the fields to be displayed at the 'More Details' section. The actual collateral types that can be selected in system will be depended on the arrangement made during system implementation stage.
<More Details> section
Found?	This is the checkbox to indicate that the collateral item will be used as a collateral.
Ref. 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.
Description	This is the description of a collateral.
Security Value	This is the security value (in base currency) of the respective collateral that has been used to secure some credit facilities in system.

New Collateral (Pop-up Window)

Type

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

Note:

The value selected for this field will determine the fields to be displayed at the 'More Details' section.
The actual collateral types that can be selected in system will be depended on the arrangement made during system implementation stage.

<More Details> section

Found?

This is the checkbox to indicate that the collateral item will be used as a collateral.

Ref. 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.

Description

This is the description of a collateral.

Security Value

This is the security value (in base currency) of the respective collateral that has been used to secure some credit facilities in system.

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 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.

Main Details (Section)
Type	This is the category of the collateral, that is applicable to user and has been pre-mapped to system’s collateral category.
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.
Prefer Collateral ID	Prefer Collateral ID is the preferred reference number maintained by user relating to a particular collateral.
Collateral Code	This is the system collateral code that has been mapped to some external collateral code, e.g., 020100 for some purpose (such as reporting purpose or defined with certain criterion that will determine the computation of provisions). Note: Collateral codes are user definable via the Collateral Code Maintenance function.
Description	This is the description of a collateral.
Status	This is the collateral status. The possible statuses that can be displayed, are as follows:- A - Active P - Foreclosing F - Foreclosed R - Redeemed K - ROPA Note: The default collateral status for a newly created collateral is 'A - Active'.
Home Branch	This is the originating branch where the collateral is created.
Ccy	This refers to the currency that is applicable to the collateral’s security value.
Collateral Value	This is the worth of the collateral, which is usually mentioned as the open market value at the property valuation report.
Realisable Value	This is the actual value held by the collateral or the estimated rental value or forced sale value of a collateral, which is usually the marked down or discounted value at the property valuation report.
Additional Details (Section)
This section will display different fields and columns according to the selected collateral type. The fields and columns listed and described in this section are only some samples. The actual available fields and collateral types will be made available in system during system implementation stage.
(Collateral Type : Precious Metal/Other Jewelry)
Make/Brand	This refers to trademark of the respective collateral item.
Model/Series	This is the code associated with the style and design of the respective collateral item.
Serial No	This refers to the unique number assigned to each respective collateraL item.
Color	This refers to the color of the respective collateral item.
Condition	This refers to the condition of the respective collateral item. The possible values that can be displayed are as follows:- N - New U - Used
Remarks	This refers to the additional comments relating to the precious metal/other jewelry.
(Collateral Type : Livestock)
Breed	This refers to a particular type of livestock, example dog : German Shepherd, Bulldog, Labrador Retriever.
Age	This refers to the age of the livestock.
Health Condition	This refers to the health condition of the livestock.
Country	This refers to the country where the livestock is raised.
(Collateral Type : Property)
Location Details (Sub-Section)
Lot/Unit No	This is a unique reference number that has been assigned to a piece of property.
Address	This is the postal address of a piece of property.
Country	This is the code associated with the country where a piece of property is located. Note: Country code can be maintained using the Country & State Maintenance function.
Land Type	This refers to the usage of the land. The possible values that can be displayed are as follows:- A - Agricultural C - Commercial R - Residential O - Others M - Mixed
Property Details (Sub-Section)
Property Developer Name	This is the name of the developer that has built the piece of property, e.g.,Eco World Development Group Bhd.
Property Purchase Price	This is the price that the piece of property was purchased.
Property Market Value	This is the estimated worth of a piece of property (in relation to surrounding properties of similar specs, requisite to a fair sale) to be exchanged between the buyer and seller.
Property Status	This is the status of the property status. The possible values that can be selected, are as follows:- 1 - Under Construction 2 - Completed 3 - Vacant Land 4 - Not Applicable
Land Area	This is essentially the land size of the piece of property which maybe containing, only a piece of land or building with land.
Built Up Area For Property	This is the total area measured on the outer line of the property, including balcony, terrace and more. In other words, it also means the usable (or carpet area) of the property plus the area occupied by the walls and columns of the property.
Built Date	This is the date that a piece of property was developed and ready for occupancy.
Registered Owner	This is the presently registered owner of the piece of property.
Remarks	This refers to the additional comments relating to the property.
Insurance (Section)
Main (Sub-Section)
Type	This refers to the type of insurance, e.g., fire insurance, property insurance or life insurance.
Insurer Code	This refers to the code associated to respective collateral insurer.
Cover Type	This refers to the type of insurance coverage, e.g., comprehensive or 3rd party, provided in an insurance policy.
Cover Note Expiry Date	This refers to the date after which an insurance cover note is no longer in effect.
Cover Note	This refers to the unique reference number of the cover note relating to an insurance policy. Cover note is an interim document which states the basic details of an insurance proposal that has yet to be approved and issued with a legal binding insurance policy.
Insured Amount	This refers to the collateral amount that has been insured.
Policy No	This refers to the unique reference number of an insurance policy.
Premium Amount	This refers to the amount charged per annum by an insurance company for providing insurance coverage as mentioned in an insurance policy.
Effective Date	This refers to the date on which an insurance policy starts to take effect.
Expiry Date	This refers to the date after which an insurance policy is no longer in effect.
Road Tax Expiry Date	A vehicle road tax is valid for one year and needs to be renewed yearly. This refers to the end date of the road tax.
Insurance Paid By	This refers to the name of the person who has paid the insurance premium of an insurance policy.
Other (Sub-Section)
Remarks	This refers to additional comments relating to an insurance.
Rent Insured %	This refers to the insured amount in percentage of the expected rental sum to be received in renting out a collateral which is of property type.
Rent Sum Assured	This refers to the insured amount of the expected rental sum to be received in renting out a collateral which is of property type.
Stamp Duty	This refers to the document tax imposed on an insurance policy.
Service Tax	This refers to the service tax imposed and paid for an insurance policy.
Cancellation Date	This refers to the date on which an insurance policy has been cancelled.
Refund Amount	This refers to the amount that has been refunded for an insurance policy when an insurance policy has been cancelled.
Valuation (Section)
Valuation Type	This refers to the type of valuation conducted on the collateral. The possible values that can be displayed are as follows:- DK-Desktop FM-Formal SYS-Update in Collateral Master
Valuation Date	This refers to the date on which a valuation has been performed for a collateral.
Valuer	This refers to the name of the firm who has conducted the valuation of a collateral.
Security Value	This is the security value (in base currency) of the respective collateral that has been used to secure some credit facilities in system.
Realisable Value	This is the net realisable value (in base currency) of the respective collateral (in the event of disposal of the collateral) that has been used to secure some credit facilities in system.
Override Realisable Value/ERV	This is the maximum value that can be adjusted later, at the 'Realisation Value' field during the collateral security value update.
Open Market Value	This refers to the market price or worth of a collateral.
Remarks	This refers to the brief description relating to a collateral valuation.
Reference	This refers to the reference number of a collateral security valuation.
Valuation Freq	This refers to the frequency of time series for next valuation, e.g., H - Half Yearly or Y - Yearly.
Next Valuation Date	This refers to the date on which the next valuation will take place.
Valid Until	This refers to the end of validity period of the valuation.
Owner (Section)
ID No	This refers to the unique identification number of the applicant associated with the collateral.
Customer Name	This refers to the name of a customer in system that is related to a particular collateral.
Remarks	This refers to the brief description relating to a collateral.
Upload Image (Section)
File Name	This refers to the name including path of a file which user wishes to upload as image to a collateral.
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.
Create On	This refers to the date the respective file is being uploaded.
Create By	This refers to the person who uploaded the respective records.
Doc with Expiry Date (Section)
Document Type	This refers to 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.
File Name	This refers to the name including path of a file which user wishes to upload as image to a collateral.
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.
Expiry Date	This refers to the end of validity period of the document (if applicable).

Main Details (Section)

Type

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

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.

Prefer Collateral ID

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

Collateral Code

This is the system collateral code that has been mapped to some external collateral code, e.g., 020100 for some purpose (such as reporting purpose or defined with certain criterion that will determine the computation of provisions).

Note: Collateral codes are user definable via the Collateral Code Maintenance function.

Description

This is the description of a collateral.

Status

This is the collateral status.

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

A - Active
P - Foreclosing
F - Foreclosed
R - Redeemed
K - ROPA

Note: The default collateral status for a newly created collateral is 'A - Active'.

Home Branch

This is the originating branch where the collateral is created.

Ccy

This refers to the currency that is applicable to the collateral’s security value.

Collateral Value

This is the worth of the collateral, which is usually mentioned as the open market value at the property valuation report.

Realisable Value

This is the actual value held by the collateral or the estimated rental value or forced sale value of a collateral, which is usually the marked down or discounted value at the property valuation report.

Additional Details (Section)

This section will display different fields and columns according to the selected collateral type. The fields and columns listed and described in this section are only some samples. The actual available fields and collateral types will be made available in system during system implementation stage.

(Collateral Type : Precious Metal/Other Jewelry)

Make/Brand

This refers to trademark of the respective collateral item.

Model/Series

This is the code associated with the style and design of the respective collateral item.

Serial No

This refers to the unique number assigned to each respective collateraL item.

Color

This refers to the color of the respective collateral item.

Condition

This refers to the condition of the respective collateral item.

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

N - New
U - Used

Remarks

This refers to the additional comments relating to the precious metal/other jewelry.

(Collateral Type : Livestock)

Breed

This refers to a particular type of livestock, example dog : German Shepherd, Bulldog, Labrador Retriever.

Age

This refers to the age of the livestock.

Health Condition

This refers to the health condition of the livestock.

Country

This refers to the country where the livestock is raised.

(Collateral Type : Property)

Location Details (Sub-Section)

Lot/Unit No

This is a unique reference number that has been assigned to a piece of property.

Address

This is the postal address of a piece of property.

Country

This is the code associated with the country where a piece of property is located.

Note: Country code can be maintained using the Country & State Maintenance function.

Land Type

This refers to the usage of the land.

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

A - Agricultural
C - Commercial
R - Residential
O - Others
M - Mixed

Property Details (Sub-Section)

Property Developer Name

This is the name of the developer that has built the piece of property, e.g.,Eco World Development Group Bhd.

Property Purchase Price

This is the price that the piece of property was purchased.

Property Market Value

This is the estimated worth of a piece of property (in relation to surrounding properties of similar specs, requisite to a fair sale) to be exchanged between the buyer and seller.

Property Status

This is the status of the property status.

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

1 - Under Construction
2 - Completed
3 - Vacant Land
4 - Not Applicable

Land Area

This is essentially the land size of the piece of property which maybe containing, only a piece of land or building with land.

Built Up Area For Property

This is the total area measured on the outer line of the property, including balcony, terrace and more. In other words, it also means the usable (or carpet area) of the property plus the area occupied by the walls and columns of the property.

Built Date

This is the date that a piece of property was developed and ready for occupancy.

Registered Owner

This is the presently registered owner of the piece of property.

Remarks

This refers to the additional comments relating to the property.

Insurance (Section)

Main (Sub-Section)

Type

This refers to the type of insurance, e.g., fire insurance, property insurance or life insurance.

Insurer Code

This refers to the code associated to respective collateral insurer.

Cover Type

This refers to the type of insurance coverage, e.g., comprehensive or 3rd party, provided in an insurance policy.

Cover Note Expiry Date

This refers to the date after which an insurance cover note is no longer in effect.

Cover Note

This refers to the unique reference number of the cover note relating to an insurance policy. Cover note is an interim document which states the basic details of an insurance proposal that has yet to be approved and issued with a legal binding insurance policy.

Insured Amount

This refers to the collateral amount that has been insured.

Policy No

This refers to the unique reference number of an insurance policy.

Premium Amount

This refers to the amount charged per annum by an insurance company for providing insurance coverage as mentioned in an insurance policy.

Effective Date

This refers to the date on which an insurance policy starts to take effect.

Expiry Date

This refers to the date after which an insurance policy is no longer in effect.

Road Tax Expiry Date

A vehicle road tax is valid for one year and needs to be renewed yearly. This refers to the end date of the road tax.

Insurance Paid By

This refers to the name of the person who has paid the insurance premium of an insurance policy.

Other (Sub-Section)

Remarks

This refers to additional comments relating to an insurance.

Rent Insured %

This refers to the insured amount in percentage of the expected rental sum to be received in renting out a collateral which is of property type.

Rent Sum Assured

This refers to the insured amount of the expected rental sum to be received in renting out a collateral which is of property type.

Stamp Duty

This refers to the document tax imposed on an insurance policy.

Service Tax

This refers to the service tax imposed and paid for an insurance policy.

Cancellation Date

This refers to the date on which an insurance policy has been cancelled.

Refund Amount

This refers to the amount that has been refunded for an insurance policy when an insurance policy has been cancelled.

Valuation (Section)

Valuation Type

This refers to the type of valuation conducted on the collateral.

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

DK-Desktop
FM-Formal
SYS-Update in Collateral Master

Valuation Date

This refers to the date on which a valuation has been performed for a collateral.

Valuer

This refers to the name of the firm who has conducted the valuation of a collateral.

Security Value

This is the security value (in base currency) of the respective collateral that has been used to secure some credit facilities in system.

Realisable Value

This is the net realisable value (in base currency) of the respective collateral (in the event of disposal of the collateral) that has been used to secure some credit facilities in system.

Override Realisable Value/ERV

This is the maximum value that can be adjusted later, at the 'Realisation Value' field during the collateral security value update.

Open Market Value

This refers to the market price or worth of a collateral.

Remarks

This refers to the brief description relating to a collateral valuation.

Reference

This refers to the reference number of a collateral security valuation.

Valuation Freq

This refers to the frequency of time series for next valuation, e.g., H - Half Yearly or Y - Yearly.

Next Valuation Date

This refers to the date on which the next valuation will take place.

Valid Until

This refers to the end of validity period of the valuation.

Owner (Section)

ID No

This refers to the unique identification number of the applicant associated with the collateral.

Customer Name

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

Remarks

This refers to the brief description relating to a collateral.

Upload Image (Section)

File Name

This refers to the name including path of a file which user wishes to upload as image to a collateral.

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.

Create On

This refers to the date the respective file is being uploaded.

Create By

This refers to the person who uploaded the respective records.

Doc with Expiry Date (Section)

Document Type

This refers to 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.

File Name

This refers to the name including path of a file which user wishes to upload as image to a collateral.

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.

Expiry Date

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

Agent LOV (Pop-up Window)
Search	This is the keywords to be used to narrow down the list of valuers (where agent type = valuer) created in system. This is a search criteria data input field.
Agent Code	This is the code associated with an agent valuer created in system.
Agent Name	This is the name of an agent valuer created in system.

Agent LOV (Pop-up Window)

This is the keywords to be used to narrow down the list of valuers (where agent type = valuer) created in system. This is a search criteria data input field.

Agent Code

This is the code associated with an agent valuer created in system.

Agent Name

This is the name of an agent valuer created in system.

This window will pop up after user has mouse over the 'Valuer' field, located at the 'Valuation' section, and press once on the 'Enter' key on the keyboard.
The purpose of this window is to allow user to select the relevant agent valuer.

Owner Editor (Pop-up Window)
Customer ID	This is the identity number of the respective customer who possibly owns certain collateral items.
Remarks	This is the comments or notes relating to the ownership of a collateral item.
Customer Name	This is the name of the respective customer that is associated with a Customer ID.

Owner Editor (Pop-up Window)

Customer ID

This is the identity number of the respective customer who possibly owns certain collateral items.

Remarks

This is the comments or notes relating to the ownership of a collateral item.

Customer Name

This is the name of the respective customer that is associated with a Customer ID.

This window will pop up after user has clicked once on the button, located at the 'Owner' section.
The purpose of this window is to allow user to input the details of the owner of the collateral.

Collateral Upload Image (Pop-up Window)
Upload	This is name of the uploaded image file been selected to be saved for the collateral.
Remarks	This is the comments or notes relating to a collateral item.
Drop File Here	This is the area whereby user can drag an image file of a collateral item and drop it at this area for file upload purpose.

Collateral Upload Image (Pop-up Window)

Upload

This is name of the uploaded image file been selected to be saved for the collateral.

Remarks

This is the comments or notes relating to a collateral item.

Drop File Here

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

This window will pop up after user has clicked once on the button, located at the 'Upload Document' section.
The purpose of this window is to allow user to upload related document concerning the collateral.

Document Upload (Pop-up Window)
Upload	This is name of the uploaded document file been selected to be saved for the collateral.
Document Type	This is the type if document, e.g., PT - Property Title.
Document Reference No.	This is the unique reference number associated with a document related to the collateral item.
Expiry Date	This is the date that the validity of the document will cease.
Description	This is the brief details of the uploaded document file been selected to be saved for the 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.

Document Upload (Pop-up Window)

Upload

This is name of the uploaded document file been selected to be saved for the collateral.

Document Type

This is the type if document, e.g., PT - Property Title.

Document Reference No.

This is the unique reference number associated with a document related to the collateral item.

Expiry Date

This is the date that the validity of the document will cease.

Description

This is the brief details of the uploaded document file been selected to be saved for the 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.

This window will pop up after user has clicked once on the button, located at the 'Doc with Expiry Date' section.
The purpose of this window is to allow user to upload related document (that comprises expiry date and required to be updated frequently, e.g., road tax and quit rent) concerning the collateral.