Collateral Security Value Function - Update Scenarios

Scenario 1: Amend Details of Existing Valuation Record

Details

Step 1

From the Tree Menu, search for the Collateral Security Value 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 Collaterals 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)

  • Collateral Security Value (Panel)

Step 7

Mouse over a valuation record at the Collateral Security Value panel and then click once on the Details button.

Step 8

System will display the Collateral Security Value Details panel.

Step 9

Proceed to overwrite value into each of the relevant fields at the Collateral Security Value Details panel.

Step 10

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

Note: To discard all data inputted, click on the Cancel button.