Loan Release Function - Update Scenarios

Scenario 1: Create Disbursement Request and Submit for Approval

Details

Step 1

From the Tree Menu, search for the Loan Release 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 value for the search criterion field.

Step 4

Then, click once on the relevant search criterion button.

Step 5

System will retrieve related accounts and displayed accordingly at the Accounts Search pop-up window, if there are more than one account record found.

Step 6

Mouse over an account, and then double-click.

Step 7

The information of the selected account record, will be displayed at the following panels:-

  • Account Information

  • Disbursement (with sub-panels)

    • <Main Details>

    • Fees & Other Items

    • Payout Items

    • Payment Details

Step 8

Proceed to input value into all the relevant fields as follows:-

  • Key in the value at the 'Remarks' field, located next to the 'Available Amt.' field.

  • Click once on the Details icon, of an 'auto created' record (e.g., on the 'PRC' item code record) at the 'Payment Details' sub-panel. Thereafter, proceed to input or overwrite the relevant field values at the 'Payout Details' pop-up window, and then click once on the OK button.

  • Click once on the Add button, to input details for a new payment record at the 'Payout Details' pop-up window, and then click once on the OK button.

  • Click once on the Remove Delete icon of a payment record, to remove it from the 'Payment Details' sub-panel.

Note: Click once on the Cancel button at Payout Details pop-up window, to discard all changes made.

Step 9

Then, click once on the Save button, to save all the data inputted.

Step 10

Lastly, the 'Proceed' window will be displayed. Click once on the 'Yes' radio button, for the 'draft' disbursement request to be sent for approval.

Otherwise, click once on the 'No' radio button, not to proceed with approval yet, but retain the disbursement request at the 'draft' stage.

Note: Click once on the Cancel button, to discard all changes made.

Scenario 2: Perform Disbursement Request Approval

Details

Step 1

From the Officer Work Desk, click once on the 'Approval' task card.

Step 2

Thereafter, double-click on a disbursement request record assigned.

Step 3

The information of the selected account record’s disbursement request, will be displayed at the following panels:-

  • Account Information

  • Disbursement (with sub-panels)

    • <Main Details>

    • Fees & Other Items

    • Payout Items

    • Payment Details

Step 4

Click once on the 'Decision' button.

Step 5

System will display the 'Decision' pop-up window.

Step 6

Proceed to input the relevant approval decision option at the 'Decision' pop-up window, as follows:-

  • Mouse over the 'Decision' field and then click once on it. Thereafter, mouse over an approval decision option, and then click once on it.

  • Key in the value at the 'Remarks' field.

Step 7

Lastly, click once on the Save button, to save all data. System will prompt a confirmation message to proceed, click once on the 'Yes' button, to save data inputted or updated in the system.

Otherwise, click once on the 'No' button, not to save any changes made.

Note: Click once on the Cancel button, to discard all changes made.