5. Simple Account Creation

5.1 Overview

Simple Account Creation is an enhanced interface provided in OFSLL using the Oracle JavaScript Extension Toolkit (Oracle JET) frame work. This is an additional interface supported from OFSLL to the existing Customer Servicing Account creation screen and both intended to coexist in the system till further updates.

The Oracle JET frame work is a complete yet modular JavaScript development toolkit for building and providing a powerful, state-of-the-art capable user interfaces. For more information on deploying this framework, refer to Installation Manuals.

The Account Creation gives a smooth workflow and a simplified way of creating an account with less number of steps and much improved user interface. However note that, this screen only supports the Auto-Loan in this release and does not have capability to handles other types of Loans, Lines and Lease.

5.2 Pre-requisites

In order to access the Simplet Account create screen from the User Interface Servicing menu link:

• Enable the following system parameters:
  • FLL_SER_JET_ACC_CREATE_URL (JET SIMPLE ACCOUNT CREATE URL)
  • FLL_CMN_JET_JWT_ENABLED_IND (JET JWT TOKEN ENABLE INDICATOR )
  • FLL_CMN_JET_JWT_TOKEN_URL (JET JWT TOKEN GENERATION URL )

• Ensure the following Menu and FLL access keys are enabled:
  • FLL.SER.JET.SIMPLEACCOUNTCREATE.MENU
  • FLL.SER.JET.ACCOUNTDASHBOARD.MENU
  • FLL.SET.JET.INTELLIGENTSEGMENTATION.MENU

For more information, refer to system parameters section in setup guides.

5.3 Description

Simple Account Create menu link is available under servicing menu for account creation. Following are the different components available in the screen:

Account Search:

The Account Search screen has following search parameters.

Field Name	Description	Type	Comments
App #	Application Number	Text
Application Date	Application creation date	Date	Date picker is available to pick a date
Product	Product Code for which the application was created	Text
Producer Number	Producer Number	Text

• “Search” button is provided to search for existing applications by calling the “Application Search” Web service.
• “Reset” button is provided to clear the search parameter values.
• “New Application” and “Open” buttons are added to create new application and open an existing application respectively.
• Result table is added to display search results with following application parameters.

  Field Name	Description	Type	Comments
  App #	Application Number	Number
  Date	Application creation date	Date
  Title	Application name given	Text
  Status	Application status	Text
  Branch	Branch where the application was created	Text
  Product	Product Code for which the application was created	Text
  Producer	Producer Id of the applications to be searched	Text

• Open an existing application by selecting a particular row and double clicking on the record.
• Open an existing application by selecting a record from result table and click on “Open” button.
• Pagination is provided to
• divide returned result data and display them in multiple pages.

New Application

• Provided a new screen ‘Account Creation’ which gets opened on click of New Application button.
• Provided a Process train on the left side of the screen which depicts the data to be updated in various screen in the top to bottom flow.
• Provided the first screen ‘Application Entry’ on the right side of the screen.

  

Process Train

• Process train shows the following screens in a particular order:
  • Application entry
  • Customer
  • Collateral
  • Contract
  • Edits
  • Account Summary

• A button is provided on the process train to collapse and open the process train.
• Once the train is collapsed, the process train buttons are only shown and on mouse hover on each button, screen name is shown.

  

• Once a particular screen is fully filled and user moves to the next screen, the color of the buttons on the train is updated to blue.

  

Application Entry

Provided the first screen in the process train ‘Application Entry’ with the following details

Application Section

Field Name	Description	Mandatory	Type	Comments
Date	Select the date	Yes	Date	Date picker is avail­able
Product Type	Select the product from the drop down	Yes	Text	Shows all the ena­bled product codes
Channel	Select the channel from the drop down	Yes	Text	Refers the lookup APP_SOURCE_CD
Priority	Select the priority from the drop down	Yes	Text	Refers the lookup APP_PRIORI­TY_CD
Company	Select the company from the drop down	Yes	Text	Shows all the ena­bled companies
Branch	Select the Branch from the drop down	Yes	Text	Shows the enabled branches of the selected companies
Producer	Select the producer from the drop down	Yes	Text	Refers the lookup PRO_TYPE_CD
Producer Name	Select the Producer name from the drop down	Yes	Text	Shows the enabled producer of selected producer type, com­pany and branch
Status	Select the Status from the drop down	Yes	Text
Class	Select the company	Yes	Text	Refers the lookup APP_CLASS_­TYPE_CD
Xref	Enter the Xref from the drop down	Yes	Text
Promotion	Select the promotion from the drop down	Yes	Text	Shows the enabled promotion for the selected company, branch, product type

Request Section

Field Name	Description	Mandatory	Type	Comments
Requested Amount	Enter the requested amount	Yes	Inte­ger	Increment and decrement buttons are available to increase and decrease the amount by 1
Down Pay­ment	Enter the down payment amount	Yes	Inte­ger	Increment and decrement buttons are available to increase and decrease the amount by 1
Term	Enter the term	Yes	Num­ber	Increment and decrement buttons are available to increase and decrease the amount by 1
Rate	Enter the Rate	Yes	Inte­ger	Increment and decrement buttons are available to increase and decrease the amount by 1

Itemization Section

Field Name	Description	Mandatory	Type	Comments
+/-	+ or - sign	Yes	Text
Itemization	Itemization	Yes	Text	Itemization associated with product is loaded
Approved Amount	Enter the itemiza­tion amount	No	Inte­ger
Comment	Enter the comment	No	Text

 

• Screen information is provided on the top right of the screen which shows on which number of the screen the user is navigating out of the total screens of the process train.
• Screen (1/6) for application entry
• Provided ‘Next’ button to navigate to the next screen. Record is saved or Validation is triggered once the Next button clicked.
• Provided ‘Save and Close’ button to save and close the record.
• Provided ‘Cancel’ button to cancel the current update on the screen.

Customer

Provided the 2nd screen in the process train ‘Customer’ with the following details

• 4 sections with collapsible panes
  • Customer
  • Address Information
  • Telecom Information
  • Employment Information

• Panes expand and contract on click of each pane header

  

Customer

Provided 3 options in the customer section

• ‘+’ button to add new customer
• Drop down to select an already added customer
• Edit button to edit the selected customer

  

Provided ‘+’ button opens a new screen with 5 collapsible panes with header as Create Customer

• Customer Details
• Identity Information
• Other Details
• Power of Attorney
• Military Service
• Panes expand and contract on click of each pane header

  

Customer Details

Provided ‘Customer Details’ screen with the following details

Field Name	Description	Mandatory	Type	Comments
Relation Type	Select the Relation type	Yes	Text	Refers the lookup RELA­TION_TYPE_CD
First Name	Enter the first name	Yes	Text
MI	Enter the middle name	No	Text
Last Name	Enter the last name	Yes	Text
Family Name	Enter the Family name	No	Text
Suffix	Enter the suffix	No	Text	Refers the lookup
Date of Birth	Enter the date of birth	Yes	Date
SSN	Enter the SSN	Yes	Num­ber
Class	Select the class	Yes	Text
Email	Enter the email	No	Text
Time Zone	Select the time­zone	No	Text	Refers the lookup TIME_ZONE_CD

 

Identity information

Provided ‘Identity Information’ screen with the following details

Field Name	Description	Mandatory	Type	Comments
Nationality	Select the national­ity	Yes	Text	Refers the lookup NATIONALITY_CD
National Id	Enter the national Id	No	Num­ber
Passport#	Enter the passport #	No	Num­ber
Passport Issue Date	Enter the passport issue date	No	Date	Date picker is available
Passport Expiry Date	Enter the passport expiry date	No	Date	Date picker is available
Visa#	Enter the Visa#	Yes	Text
License#	Enter the License#	No	Text
License State	Select the License State	No	Text	Refers the lookup STATE_CD

 

Other Details

Provided ‘Other Details’ screen with the following details

Field Name	Description	Mandatory	Type	Comments
Name in Local Language	Enter the name	No	Text
Gender	Select the Gender	No	Text	Refers the lookup GEN­DER_CD
Mother’s Maiden Name	Enter mother’s maiden name	No	Text
Education	Select the Education	No	Text	Refers the lookup EDUCA­TION_LEVEL_CD
Language	Select the Language	Yes	Text	Refers the lookup LAN­GUAGE_CD
Marital Status	Select the marital sta­tus	No	Text	Refers the lookup MARI­TAL_STATUS_CD
ECOA	Select the ECOA code	No	Text	Refers the lookup CRB_E­COA_CD
Race	Select the race	No	Text	Refers the lookup RACE_NATIONAL_ORIG­IN_CD
Ethnicity	Select the ethnicity	No	Text	Refers the lookup APL_ETHNIC_CD
Disability	Select the disability indicator	No	Text
Privacy opt Out	Select the Privacy opt Out indicator	No	Text
Insurance Opt Out	Select the Insurance Opt Out indicator	No	Text
Marketing opt out	Select the Marketing opt out indicator	No	Text
Share credit opt out	Select the Share credit opt out	No	Text
Prior bank­ruptcy	Select the Prior bank­ruptcy indicator	No	Text
Bankruptcy Discharge Dt	Select the Bankruptcy Discharge date	No	Date	Date picker is available

 

Power of Attorney

Provided ‘Power of Attorney’ screen with the following details

Field Name	Description	Mandatory	Type	Comments
Power of Attor­ney	Select the POA indicator	No	Text
Holder Name	Enter the holder’s name	No	Text
Address	Enter the address	No	Text
Country	Select the country	No	Text	Refers the lookup COUN­TRY_CD
Nationality	Select the national­ity	Yes	Text	Refers the lookup NATIONALITY_CD
Phone	Enter the Phone	No	Num­ber

 

Military Details

Provided ‘Military Details’ screen with the following details

Field Name	Description	Mandatory	Type	Comments
Active Military Duty	Select the indicator	No	Text
Effective Dt	Enter the effective Date	No	Date	Date picker is available
Order Ref#	Enter the Order ref#	No	Text
Release Dt	Enter the release Dt	No	Date	Date picker is available

 

• Provided ‘Add’ button to add the customer
• Provided ‘Cancel’ button to cancel the entry

  

• Provided ‘Select the customer’ dropdown shows the customer already added to the account with the relationship type.

  

• On Selecting the customer from the drop down, it shows the details of the customer

  

• Provided ‘EDIT’ button open the customer details with header as Edit Customer

  

• Provided ‘Save’ button to save the modified customer details
• Provided ‘Cancel’ button to cancel the modified customer details

Address Information

Provided ‘Address information’ pane shows the following details

• ‘+’ button to add new address
• Added Address details card with Edit and View option

  

• Address can only be added or updated only when a customer is selected in the customer pane. A message is shown as ‘Customer Not selected’ is shown when no customer is selected.

  

• Provided ‘+’ button opens a new screen with 3 collapsible panes with header as ‘Create Address’
  • Address Details
  • Address Information
  • Additional Information

    

Address Details

Provided ‘Address Details’ screen with the following details

Field Name	Description	Mandatory	Type	Comments
Address Type	Select the address type	Yes	Text	Refers the lookup ADDRESS_TYPE_CD
Current	Select the current indicator	No	Text
Confirmed	Select the con­firmed indicator	No	Text
Mailing	Select the mailing indicator	No	Text
Permission to call	Select if permission to call is Yes or No	No	Text
Permission to Text	Select if permission to call is Yes or No	No	Text
Country	Select the country	Yes	Text	Refers the lookup COUNTRY_CD

 

Address Information

Provided ‘Address Information’ screen with the following details

Field Name	Description	Mandatory	Type	Comments
Postal Type	Select the Postal Type	Yes	Text	Refers the lookup POST­AL_ADDRESS_TYPE_CD
Address#	Enter the address#	Yes	Text
Street Pre	Select the Street Pre	No	Text	Refers the lookup STREET_PRE_TYPE_CD
Street name	Enter the Street Name	Yes	Text
Street Type	Select the street Type	No	Text	Refers the lookup STREET_TYPE_CD
Street Post	Select the Street Post	No	Text	Refers the lookup STREET_POST_TYPE_CD
Apt#	Enter the Apt#	No	Text
Address Line 1	Enter the address line 1	No	Text
Address Line 2	Enter the address line 2	No	Text
Address Line 3	Enter the Address line 3	No	Text
Zip	Select the Zip	Yes	Text	Refers the lookup ZIP_CD
Zip Extn	Enter the zip extn	No	Text
City	Enter the City	Yes	Text	City is filled based on the zip
State	Select the State	Yes	Text	State is filled based on the zip
Phone	Enter the Phone number	No	Text

 

Additional Information

Provided ‘Additional Information’ screen with the following details

Field Name	Description	Mandatory	Type	Comments
Own/Rent	Select the Own/Rent	Yes	Text	Refers the lookup OWN­ERSHIP_CD
Cenus Tract/BNA code	Enter the code	No	Text
MSA Code	Enter the code	No	Text
Comments	Enter comments	No	Text

 

• Provided ‘Add’ button to save the address details
• Provided ‘Cancel’ button to cancel the address details

  

• Provided Address card shows the below details
  • Address Type
  • Address Details
  • Phone Number

• Multiple Address of the customers are shown in multiple cards
• Provided ‘Edit’ Option in the address card to modify the added address

  

• Edit button opens the Address pane with header as Edit address and user can update or cancel the modified address

  

• Provided Save button to save the modified address
• Provided Cancel button to save the modified address
• Provided ‘View’ Option in the address card to View the added address
• View button opens the address pane in View mode with header as View Address

  

• Provided ‘Cancel’ button to close the view screen

Telecom Information

Provided ‘Telecom information’ pane shows the following details

• ‘+’ button to add new Telecom
• Added
• Telecom details card with Edit and View option

  

• Telecom can only be added or updated only when a customer is selected in the customer pane. A message is shown as ‘Customer Not selected’ is shown when no customer is selected.
• Provided ‘+’ button opens a new screen with 1 collapsible pane with header as ‘Create Telecom’
  • Telecom Information

Telecom Information

Provided ‘Telecom Information’ screen with the following details

Field Name	Description	Mandatory	Type	Comments
Type	Select the Tele­com Type	Yes	Text	Refers the lookup OWN­ERSHIP_CD
Phone	Enter the Phone Number	Yes	Num­ber
Extn	Enter the Exten­sion	No	Num­ber
Current	Select the Current Indicator	No	Text
Permission to Call	Select if permission to call is Yes or No		Text
Permission to Text	Select if permission to call is Yes or No		Text
Time Zone	Select the Time zone		Text
Best Day to Call	Select the best day to call		Text
Start Time	Enter the start Time	Yes	Num­ber	Increment and decrement buttons are available to increase and decrease the value by 1
Period	Select the period	Yes	Text
End Time Period	Enter the End time	Yes	Num­ber	Increment and decrement buttons are available to increase and decrease the value by 1
Period	Select the period	Yes	Text

 

• Provided ‘Add’ button to save the address details
• Provided ‘Cancel’ button to cancel the address details

  

Provided Telecom card shows the below details

• Telecom Type
  • Current Indicator
  • Permission to Call
  • Permission to Text
  • Time Zone
  • Telephone Number
  • Best Time to Call

• Multiple Telecom of the customers are shown in multiple cards
• Provided ‘Edit’ Option in the Telecom card to modify the added Telecoms

  

• Edit button opens the Telecom pane with header as Edit Telecom and user can update or cancel the modified Telecom.

  

• Provided Save button to save the modified Telecom
• Provided Cancel button to save the modified Telecom
• Provided ‘View’ Option in the address card to View the added Telecom
• View button opens the address pane in View mode with header as View Telecom

  

Provided ‘Cancel’ button to close the view screen

Employment Information

Provided ‘Employment information’ pane shows the following details

• ‘+’ button to add new address
• Added Address details card with Edit and View option

  

• Employment can only be added or updated only when a customer is selected in the customer pane. A message is shown as ‘Customer Not selected’ is shown when no customer is selected.
• Provided ‘+’ button opens a new screen with 3 collapsible panes with header as ‘Add Employment’
  • Employment Information
  • Employer Address
  • Employment Details

    

Employment Information

Provided ‘Employment Information’ screen with the following details.

Field Name	Description	Mandatory	Type	Comments
Type	Select the Telecom Type	Yes	Text	Refers the lookup EMPLOYMENT_TYPE_CD
Current	Select the Current Indicator	No	Text
Permission to Call	Select if permission to call is Yes or No	No	Text
Permission to Text	Select if permission to call is Yes or No	No	Text
Employer	Enter the Employer	Yes	Text
Occupation	Select the best day to call		Text	Refers the lookup OCCUPATION_CD
Title	Enter the Title	No	Text
Department	Enter the Department	No	Text
Employee ID	Enter the Employee ID	No	Number
Additional Info
Phone	Enter the Phone Number	No	Number
Extn	Enter the Extension	No	Number
Comment	Enter the Comment	No	Text

 

Employment Address

Provided ‘Employment Address’ screen with the following details.

Field Name	Description	Mandatory	Type	Comments
Country	Select the country	Yes	Text	Refers the lookup COUNTRY_CD
Address#	Enter the address #	No	Number
Address Line 1	Enter address line 1	No	Text
Address Line 2	Enter address line 2	No	Text
Zip	Select the Zip	No	Number	Refers the ZIP setup for selected country
Zip Extn	Enter the Zip extn	No	Number
City	Enter the city	No	Text	Populated based on the ZIP
State	Enter the City	No	Text	Populated based on the ZIP

 

Employment Details

Provided ‘Employment Details’ screen with the following details.

Field Name	Description	Mandatory	Type	Comments
STATED
Pay Day	Select the date	Yes	Date	Date picker is available
Frequency	Select the Frequency	Yes	Text	Refers lookup FREQ_CD
Currency	Select the Currency	Yes	Text	Refers lookup CURRENCY_CD
Salary	Enter the salary	No	Number	Increment and Decrement buttons are available to increase and decrease the amount by 1
ACTUAL
Pay Day	Select the date	Yes	Date	Date picker is available
Frequency	Select the Frequency	Yes	Text	Refers lookup FREQ_CD
Salary	Enter the salary	No	Number	Increment and Decrement buttons are available to increase and decrease the amount by 1
VERIFICATION DETAILS
Verified By			Text	System stamps the user
Verified Dt			Date	System stamps the date

 

• Provided ‘Add’ button to save the Employment details
• Provided ‘Cancel’ button to cancel the Employment details

  

• Provided Employment card shows the below details
  • Current Indicator
  • Permission to Call
  • Permission to Text
  • Employee ID
  • Telephone Number

    

• Multiple Employment of the customers are shown in multiple cards
• Provided ‘Edit’ Option in the Employment card to modify the added Employments

  

• Edit button opens the Employment pane with header as Edit Employment and user can update or cancel the modified Employment

  

• Provided Save button to save the modified Employment
• Provided Cancel button to save the modified Employment
• Provided ‘View’ Option in the address card to View the added Employment
• View button opens the address pane in View mode with header as View Employment

  

• Provided ‘Cancel’ button to close the view screen
• Screen information is provided on the top right of the screen which shows on which number of the screen the user is navigating out of the total screens of the process train.
• Screen (2/6) for Customer
• Provided ‘Next’ button to navigate to the next screen. Record is saved or Validation is triggered once the Next button clicked.

o Provided ‘Save and Close’ button to save and close the record.

o Provided ‘Cancel’ button to cancel the current update on the screen.

Collateral

Provided the 3rd screen in the process train ‘Collateral’ with the following details

3 sections with collapsible panes

• Vehicle Details
• Valuation
• Addons

Panes expand and contract on click of each pane header

• Provided 3 options in the Vehicle Details section
  • ‘+’ button to add new collateral
  • Drop down to select an already added collateral
  • Edit button to edit the Collateral

    

• Provided ‘+’ button opens a new screen with 6 collapsible panes with header as Add Collateral
  • Vehicle Details
  • Types and Description
  • Address
  • Usage Details Life
  • Usage/Rental Details Cycle
  • Usage Receipt

• Panes expand and contract on click of each pane header

  

Vehicle Details

Provided ‘Customer Details’ screen with the following details.

Field Name	Description	Mandatory	Type	Comments
Asset Number		No	Text	Refers the lookup RELATION_TYPE_CD
Asset Class	Select the Asset Class	Yes	Text
Asset Type	Enter the middle name	Yes	Text	Refers the asset type setup
Sub Type	Enter the last name	Yes	Text	Refers the asset type setup
Status	Enter the Family name	YEs	Text
Primary	Select the Primary Indicator	No	Text

 

Type and Description

Provided ‘Type and Description’ screen with the following details.

Field Name	Description	Mandatory	Type	Comments
Select Make and Model	Select the make and model	No	Text	Refers the setup
Year	Enter the year	Yes	Number
Estimated life	Enter the life estimated	No	Number
Make	Enter the make	No	Text	Make is populated based on the record selected from the select make model dropdown
Model	Enter the model	No	Text	Make is populated based on the record selected from the select make model dropdown
Identification#	Enter the Identification #	Yes	Text
Body	Enter the Body	No	Text
Registration#	Enter the registration #	Yes	Text	Refers the lookup STATE_CD
Description	Enter the description	No	Text
Condition	Select the condition	No	Text
VIN Validation

 

Address

Provided ‘Address’ screen with the following details.

Field Name	Description	Mandatory	Type	Comments
Country	Select the country	Yes	Text	Refers the lookup COUNTRY_CD
Address#	Enter Address #	No	Text
Address Line 1	Enter Address Line 1	No	Text
Address Line 2	Enter Address Line 2	No	Text
Zip	Select the Zip	Yes	Number	Refers the ZIP setup for selected country
Zip Extn	Enter the ZIP extn	No	Number
City	Enter the city	No	Text	Populated based on the ZIP
State	Select the State	No	Text	Populated based on the ZIP
County	Select the County	No	Text

 

Usage Details (Life)

Provided ‘Usage Details (Life)’ screen with the following details.

Field Name	Description	Mandatory	Type	Comments
Start	Enter the Start	Yes	Number
Base	Enter the base	Yes	Number
Extra	Enter the Extra	Yes	Number
Total	Enter the Total	Yes	Number
Charge Amt	Enter the charge amt	Yes	Number

 

Usage/ Rental Details (Cycle)

Usage Receipt

• Provided ‘Add’ button to add the Collateral
• Provided ‘Close’ button to cancel the entry

 

• Provided ‘Select the collateral’ dropdown shows the collateral already added to the account with the type.

  

• On Selecting the collateral from the drop down, it shows the details of the collateral.

  

• Provided ‘EDIT’ button open the Customer details with header as Edit Collateral

 

o Provided ‘Save’ button to save the modified customer details

o Provided ‘Close’ button to cancel the modified customer details

 

Valuation

Provided ‘valuation’ pane shows the following details

Ø ‘+’ button to add new valuation

Ø Added

Ø valuation details card with Edit and View option

 

o Valuation can only be added or updated only when a collateral is selected in the Collateral pane. A message is shown as ‘Collateral Not selected’ is shown when no customer is selected.

 

o Provided ‘+’ button opens a new screen with 3 collapsible panes with header as ‘Add Valuation’

Ø Valuation Details

Ø Wholesale

Ø Retail

 

Valuation Details

Provided ‘Valuation Details’ screen with the following details

Field Name	Description	Mandatory	Type	Comments
Current	Select the Current Indicator	No	Text
Valuation Dt	Enter the valuation Dt	Yes	Date	Date Picker is available
Source	Select the source	Yes	Text	Refers the lookup VALUATION_SOURCE_CD
Edition	Enter the Edition	No	Text
Supplement	Enter the supplement	No	Text

 

 

Wholesale

Provided ‘Wholesale’ screen with the following details

Field Name	Description	Mandatory	Type	Comments
LC Wholesale base Amt	Enter the amount	Yes	Number
Wholesale base Amt	Enter the amount	Yes	Number
Usage	Enter Usage	Yes	Number

 

 

 

Retail

Provided ‘Retail’ screen with the following details

Field Name	Description	Mandatory	Type	Comments
Retail Base Amt	Enter the amount	Yes	Integer
Addons Amt(+)	Enter the amount	Yes	Integer
Usage value Amt(+)	Enter the amount	Yes	Integer
Total Value Amt(=)	Enter the amount	Yes	Integer
LC Retail Base Amt(+)	Enter the amount	Yes	Integer
LC addons Amt(+)	Enter the amount	Yes	Integer
LC usage Value Amt(+)	Enter the amount	Yes	Integer
LC Total Value Amt(=)	Enter the amount	Yes	Integer

 

 

 

Ø Provided ‘Add’ button to save the Valuation details

Ø Provided ‘Close’ button to cancel the Valuation details

 

o Provided Valuation card shows the below details

Ø Current Indicator

Ø Valuation Dt

Ø LC Wholesale Base Amt

Ø Retail Base Amt

Ø LC Total Value Amt (=)

 

o Multiple Valuation of the collaterals are shown in multiple cards

o Provided ‘Edit’ Option in the Valuation card to modify the added valuation

 

o Edit button opens the Valuation pane with header as Edit Valuation and user can update or cancel the modified Valuation

 

o Provided Save button to save the modified Valuation

o Provided Close button to save the modified Valuation

 

o Provided ‘View’ Option in the address card to View the added Valuation

o View button opens the address pane in View mode with header as View Valuation

o

 

o Provided ‘Close’ button to close the view screen

Addons

Provided ‘Addons pane shows the following details

Ø ‘+’ button to add new addons

Ø Added

Ø addons detail card with Edit and View option

 

o Addons can only be added or updated only when a collateral is selected in the Collateral pane. A message is shown as ‘Collateral Not selected’ is shown when no customer is selected.

 

o Provided ‘+’ button opens a new screen with 1 collapsible pane with header as ‘Add Addons’

Ø Addons Details

Addons Details

Provided ‘Addons Details’ screen with the following details

Field Name	Description	Mandatory	Type	Comments
Description	Select the Addon	Yes	Text	Refers the setup
Value	Enter the value	No	Text
Amount	Enter the amount	No	Text
Loan currency Amount	Enter the amount	No	Text

 

 

 

Ø Provided ‘Add’ button to save the Addons details

Ø Provided ‘Close’ button to cancel the Addons details

 

o Provided Addon card shows the below details

Ø Description

Ø Value

Ø Amount

Ø Loan Currency Amount

 

o Multiple Addons of the Collateral are shown in multiple cards

o Provided ‘Edit’ Option in the Addons card to modify the added addons

 

· Screen information is provided on the top right of the screen which shows on which number of the screen the user is navigating out of the total screens of the process train.

Screen (3/6) for Collateral

· Provided ‘Next’ button to navigate to the next screen. Record is saved or Validation is triggered once the Next button clicked.

· Provided ‘Save and Close’ button to save and close the record.

· Provided ‘Cancel’ button to cancel the current update on the screen.

 

Contract:

o Provided a “Contract” section to capture the application contract details.

o Contract Section is having following two collapsible sub sections.

o Contract Information

o Contract Detailed View

 

o Contract Information is having following fields.

Field Name	Mandatory	Type	Comments
Contract Details
Contract Rcvd Dt	NA	Read only
Contract Dt	NA	Read only
Instrument	NA	Read only
Amount Financed	NA	Read only
Loan Term	NA	Read only
Index	NA	Read only
Index Rate	NA	Read only
Contract Margin Rate	NA	Read only
Contract Rate	NA	Read only
Balloon Method	NA	Read only
Balloon Amt	NA	Read only
Due Day	NA	Read only
1st Pmt Dt	NA	Read only
Maturity Dt	NA	Read only
Finance Charge Amt	NA	Read only
Total of Pmts	NA	Read only
Down Pmt Amt	NA	Read only
Total Sale Price	NA	Read only
Payment Amount	NA	Read only
Final Pmt Amt	NA	Read only
Repmt Currency	NA	Read only
Principal Balance	NA	Read only
APR	NA	Read only
Verified Dt	NA	Read only
Verified By	NA	Read only
Signing Dt	NA	Read only
Instrument Details
Accrual Method	NA	Read only
Start Dt Basis	NA	Read only
Base Method	NA	Read only
Bill Method	NA	Read only
Bill Type	NA	Read only
Time Counting Method	NA	Read only
Calendar Method	NA	Read only
Start Days	NA	Read only
Stop Accrual Days	NA	Read only
ACH Fee Ind	NA	Read only
Promotion Details
Promotion	NA	Read only
Type	NA	Read only
Delq Days	NA	Read only
Period Type	NA	Read only
Period	NA	Read only
Tolerance Amount	NA	Read only
Index	NA	Read only
Index Rate	NA	Read only
Promotion Margin Rate	NA	Read only

 

 

 

o Contract Information is having following fields.

Field Name	Mandatory	Type	Comments
Other Details
Servicing Branch Collector	NA	Read only
Misc
Link To Existing Customer	NA	Read only
Anniversary Period	NA	Read only
Default Pmt Spread	NA	Read only
HDMA
Lien Status	NA	Read only
HOEPA	NA	Read only
Rate Spread	NA	Read only
Others
1st Pmt Deduction Days	NA	Read only
1st Pmt Reund Days	NA	Read only
PrePmt Penalty	NA	Read only
% Of Term For Penatly	NA	Read only
Rebate
Rebate Method	NA	Read only
Rebate Term Method	NA	Read only
Rebate Min Fin Chg Method	NA	Read only

 

 

o Contract Section consist of a “Suggest” button which will provide best match contract and calculated contract parameters like Payment Amount, APR etc. by calling “Auto Contract” web service.

 

o Expandable icon enabled user to expand the contract information and “OK” button provided to collapse to normal view.

 

Edits:

o An EDIT section is provided to show the application edits which are fired as part of Account Creation.

o This Edit section will have a “Edits” drop down which show the types of edits that are fired as part of Account Creation.

 

o Edit table is having following fields.

Field Name	Mandatory	Type	Comments
Edit Type	NA	Read only
Result	NA	Read only
Expected Value	NA	Read only
Actual Value	NA	Read only
Identity information	NA	Read only

 

Summary:

o An “Account Summary” section is provided to show the summary of application details provided in various section before creating an account.

o This section consists of following sub sections.

o Request

o Customer

o Collateral

o Contract

o In case of multiple customers there is dropdown provided to select a particular customer.

o In case of multiple collaterals attached to an application there is a dropdown provided to select a particular collateral.

 

o Following are the fields displayed in above mentioned sub sections.

Field Name	Mandatory	Type	Comments
Request
Application Details
Date	NA	Read only
Product Type	NA	Read only
Channel	NA	Read only
Company	NA	Read only
Branch	NA	Read only
Producer	NA	Read only
Promotion	NA	Read only
Request
Requested Amount	NA	Read only
Down Payment	NA	Read only
Term	NA	Read only
Rate	NA	Read only
Itemizations
Itemization Type	NA	Read only
Customer
Customer Information
Full Name	NA	Read only
Family Name	NA	Read only
Relation Type	NA	Read only
Birth Dt	NA	Read only
SSN	NA	Read only
Class	NA	Read only
Email	NA	Read only
Identity Information
Nationality	NA	Read only
National ID	NA	Read only
Visa#	NA	Read only
Passport No	NA	Read only
Existing Customer#	NA	Read only
Update Customer Info	NA	Read only
Other Details
Gender	NA	Read only
Mother’s Maiden Name	NA	Read only
Education	NA	Read only
Language	NA	Read only
Marital Status	NA	Read only
ECOA	NA	Read only
Power of Attorney
Power of Attorney Holder Name	NA	Read only
Address	NA	Read only
Country	NA	Read only
Nationality	NA	Read only
Telephone Number	NA	Read only
Military Service
Active Military Duty	NA	Read only
Effective Dt	NA	Read only
Order Ref#	NA	Read only
Release Dt	NA	Read only
Collateral
Vehicle Details
Primary	NA	Read only
Asset Class	NA	Read only
Sub Type	NA	Read only
Asset class	NA	Read only
Status	NA	Read only
Type & Description
Year	NA	Read only
Make and Model	NA	Read only
Body	NA	Read only
Identification#	NA	Read only
Registration#	NA	Read only
Estimated Life	NA	Read only
Address
Address Number	NA	Read only
City	NA	Read only
State	NA	Read only
Zip	NA	Read only
Country	NA	Read only
County	NA	Read only
Usage Details (Life)
Start	NA	Read only
Base	NA	Read only
Extra	NA	Read only
Total	NA	Read only
Charge Amt	NA	Read only
Contract
Contract Dt	NA	Read only
Instrument	NA	Read only
Due Day	NA	Read only
1st Pmt Dt	NA	Read only
Maturity Dt	NA	Read only
Index	NA	Read only
Index rate	NA	Read only
Contract Margin rate	NA	Read only
Contract Rate	NA	Read only
Balloon Method	NA	Read only
Balloon Amount	NA	Read only
Loan Term	NA	Read only
Finance Charge Amt	NA	Read only
Total Sale Price	NA	Read only
Payment Amount	NA	Read only
Final Pmt Amt	NA	Read only

 

 

 

 

 

 

o Provided ‘Submit’ button submits the application for validation and if all validation are success, then system will create the account