Bulk Hold Allocation Function - View Scenarios

Scenario 1:View Accounts to be selected 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.