Account Message 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:-

Account Information (Panel)

Please Enter Search Value

This is the value to be used to search for the related account record.

Note: If the value inputted into this field is relating to Account No., Name, or ID No., click once on the related Account No., or Name, or ID No button, accordingly.

Account No.

This is the button to be clicked once, to search and retrieve the relevant account records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' field is relating to existing account number.

Name

This is the button to be clicked once, to search and retrieve the relevant account records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' field is relating to existing customer names.

ID No.

This is the button to be clicked once, to search and retrieve the relevant account records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' field is relating to existing Customer IDs.

  • This panel will pop upon the function screen opened.

  • The purpose of this panel is for user to search for the relevant credit facility account record.
Accounts Search (Pop-Up Window)

Please Enter Search Value

This is the value to be used to search for the related account record.

Note: If the value inputted into this field is relating to Account No., Name, or ID No., click once on the related Account No., or Name, or ID No button, accordingly.

Account No.

This is the button to be clicked once, to search and retrieve the relevant account records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' field is relating to existing account number.

Name

This is the button to be clicked once, to search and retrieve the relevant account records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' field is relating to existing customer names.

ID No.

This is the button to be clicked once, to search and retrieve the relevant account records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' field is relating to existing Customer IDs.

<Accounts Listing> (Sub-Panel)

Account No.(Status)

This is the system generated unique reference number of the respective credit facility account and the related status of the account, e.g., A - Active.

Name

This is the customer name of the main holder of the account.

ID No.

This is the unique identification number of an individual (as in a person).

Reln

This is the code and description of the customer-account relationship.

The options that can be displayed, are as follows:-

  • M - Main Holder

  • G - Guarantor

Product Description.

This is the credit facility’s code and name of the product contained in the account.

  • This window will pop up, after user has clicked once on one of the available search criterion buttons, located at the <Account Information> panel, when there are more than one record found.

  • The purpose of this window is for user to select a relevant account record found.
Account Information (Panel)

Customer Name/ Customer ID.

This is the main holder’s customer name, and the related Customer ID number.

Account No.

This is a system generated credit facility account number.

Product

This is the currency code and product code with the related brief product description of the credit facility account.

Account Info

This is the brief details of the account, of which presently it is the status of the credit facility account, e.g., A - Active.

First Release On

This is the date that first disbursement of the credit facility has been performed on the account.

Tenor

This is the credit financing term of the credit facility, e.g., 108 By Month.

Expiry Date

This is the last date of the facility, and rightfully the last date that full repayment of the facility is to be made.

  • This panel will be displayed, after user has clicked twice on an account record at the Accounts Search pop-up window.

  • The purpose of this panel is for user to view the details of the selected Account record.
Account Message (Panel)

Memo Key

This is a system generated reference number of the respective memo.

Function Name

This is the name of respective function screen in system that a memo has been created.

Effective Date

This is the date on which a memo is to be prompted at the selected function screen (refers to the 'Function Name' field).

Expiry Date

This is the date after which a memo will no longer be prompted at related function screen.

Allow Remove After Read

This is an indicator whether a memo can be deleted by user after it has been prompted at the selected function screen (refers to the 'Function Name' field).

The available options, are as follows:-

  • Y - Yes (memo can be deleted by user, after it has been prompted at the related function screen)

  • N - No (memo cannot be deleted by user, after it has been prompted at the related function screen)

Require Feedback?

This is an indicator whether a memo requires feedbacks when it is prompted at other function screen.

The available options, are as follows:-

  • Y - Yes (memo requires feedbacks, after it has been prompted at the related function screen)

  • N - No (memo does not require feedback, after it has been prompted at the related function screen)

Create Date

This is the date that the memo has been created.

  • This panel will be displayed after user has selected the relevant credit facility account.

  • The purpose of this panel is to allow user to view the list of existing memos created.
Account Message Details (Pop-Up Window)

Message

This is the message that user intends to convey in a memo.

Effective Date

This is the date on which a memo is to be prompted at the selected function screen (refers to the 'Function Name' field).

Expiry Date

This is the date after which a memo will no longer be prompted at related function screen.

Allow Remove After Read

This is an indicator whether a memo can be deleted by user after it has been prompted at the selected function screen (refers to the 'Function Name' field).

The available options, are as follows:-

  • Y - Yes (memo can be deleted by user, after it has been prompted at the related function screen)

  • N - No (memo cannot be deleted by user, after it has been prompted at the related function screen)

Require Feedback?

This is an indicator whether a memo requires feedbacks when it is prompted at other function screen.

The available options, are as follows:-

  • Y - Yes (memo requires feedbacks, after it has been prompted at the related function screen)

  • N - No (memo does not require feedback, after it has been prompted at the related function screen)

Function Flag

This is to indicate the memo is to be targeted for a specific function only.

The available options, are as follows:-

  • Yes (Memo to be displayed for a specific function)

  • No (Memo to be displayed for all related functions, by matching Account No.)

Function Name

This is the specific function that will be prompted with a particular memo, provided system has validated that the account number inputted at the respective function screen matched.

Feedback

This is the comments or replies made against a memo created, when the message has been read from the other related function via the 'Memo Alert' pop-up window.

Note: This field will only be displayed for existing memo.

  • This window will pop up after user has done the followings:-

    • Clicked once on the CreateNewRecord

    • Clicked once on the Details button of an existing memo record.

  • The purpose of this window is for user to do the followings:-

    • Input details for new memo

    • View the details of each memo created.