Bulk Hold Allocation Function - Update Scenarios*

Scenario 1: Select Accounts for Hold Allocation

Details

Step 1

From the Tree Menu, search for the Bulk Hold Allocation function, and then click once on it.

Step 2

By default, system will open up the screen without any data.

Step 3

To select list of accounts for hold,proceed to input value into the the following fields:

  • <Main> panel

    • Current Officer

    • Product Line

    • Current Plan

    • From DPD(Days Past Due)

    • To DPD(Days Past Due)

    • From Loan Amount

    • To Loan Amount

Note: To clear off the criteria selected, click on the Reset button.

Step 4

Click at Load.System will enable the input of the following fields:

  • New Expiry Date

  • Remarks

Proceed to input and click at ApplyAll button.

Step 5

The list of accounts based on the selection criteria will be listed at the 'Account List' sub panel.

Step 6

If required to change the 'New Expiry Date' for any record,mouse over the selected record and update value for this field by selecting the date from the calendar pop-up window

Step 7

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

Note: To discard all changes made, click on the Cancel button.