13.2 Process to View Promise Types

This topic describes the information about View List of Promise Types.

User can view the list of promise types created in the system and search for a particular promise type.

To view the list of promise types:

1. From Homescreen, click Collections. Under Collections, click Maintenance.
2. Under Maintenance, click Promise Types. Under Promise Types, click View Promise Types .
   The View Promise Types screen is displayed.

   Figure 13-2 View Promise Types

   
   

   
   Description of "Figure 13-2 View Promise Types"

   
   

   For more information on fields, refer to the field description table.

   Table 13-2 Field Description: View Promise Type - Tile

   Field Name	Description
   Code	Displays the promise type code.
   Description	Displays the description of the promise type.
   Grace Days	Displays the number of grace days of the promise type.
   <Authorization Status>	Select the authorization status of the promise type. The possible options are: Unauthorized Authorized
   <Record Status>	Select the status of the record. The possible options are: Open Closed

3. On the View Promise Types screen, click
   
   
   
   icon.
   The View Promise Types - Search screen is displayed.

   Figure 13-3 View Promise Types - Search

   
   

   
   Description of "Figure 13-3 View Promise Types - Search"

   
   
4. On the View Promise Types - Search screen, specify the Search Filter to fetch the required Promise Types.

   For more information on fields, refer to the field description table.

   Table 13-3 Field Description: Promise Type - Search

   Field Name	Description
   Code	Indicates the promise type code.
   Description	Indicates the description of promise type.
   Authorization Status	Select the authorization status of the promise type. The options are: Authorized: Select this option if user want to search for a promise type with Authorized status. Unauthorized: Select this option if user want to search for a promise type with Unauthorized status.
   Record Status	Select the status of the record. The options are: Open: Select this option if user want to search for a promise type in Open status. Closed: Select this option if user want to search for a promise type in Closed status.

5. Click Search to display the required Promise Types.
6. On View Promise Type screen, click icon to Unlock, Delete, Authorize or View the created Promise Type .
7. Click Unlock to modify the created Promise Type.
   The Create Promise Type - Modify screen is displayed.

   Figure 13-4 Create Promise Type - Modify

   
   

   
   Description of "Figure 13-4 Create Promise Type - Modify"

   
   

   For more information on fields, refer to the field description table.

   Table 13-4 Create Promise Type - Modify - Field Description

   Field Name	Description
   Basic Details	This section is used to provide basic information of the promise type.
   Code	Indicates the unique identification code of the promise type.
   Description	Indicates the description of the promise type.
   Segment	Indicates the segment to which the promise type is associated. User can select multiple segments. If user do not select any segment, the promise type is applicable for all segments by default.
   Grace Days	Indicates the number of grace days allowed to the customer for payment of the promised amount against the promise to pay. It is the additional number of days allowed to make payment if the customer fails to pay on the promised date.
   Threshold (%)	Indicates the threshold limit in percentage of the promised amount.
   Additional Validation	This tab is used to configure rules for additional validations for the promise type. For more information on how to configure rules, refer Oracle Banking Common Core User Guide.

8. Click Save to update the modified fields.
9. Click View to view the created Promise Type code.
   The Create Promise Type - View screen is displayed.

   Figure 13-5 Create Promise Type- View

   
   

   
   Description of "Figure 13-5 Create Promise Type- View"

   
   

   For more information on fields, refer to the field description table.

   Table 13-5 Create Promise Type - View - Field Description

   Field Name	Description
   Basic Details	This section is used to provide basic information of the promise type.
   Code	Indicates the unique identification code of the promise type.
   Description	Indicates the description of the promise type.
   Segment	Indicates the segment to which the promise type is associated. User can select multiple segments. If user do not select any segment, the promise type is applicable for all segments by default.
   Grace Days	Indicates the number of grace days allowed to the customer for payment of the promised amount against the promise to pay. It is the additional number of days allowed to make payment if the customer fails to pay on the promised date.
   Threshold (%)	Indicates the threshold limit in percentage of the promised amount.
   Additional Validation	This tab is used to configure rules for additional validations for the promise type. For more information on how to configure rules, refer Oracle Banking Common Core User Guide.