12.2 Modifying Collateral Category

This topic provides systematic instructions about the procedure to modify a collateral category record.

To modify any collateral category, the collateral category record must be in an authorized state. The unauthorized collateral category can be modified only by the user who created the category.

1. From Home screen, select Credit Facilities. Under Credit Facilities, select Maintenance.
2. Under Maintenance, select the Collateral Category. Under Collateral Category, select View Collateral Category.
   The View Collateral Category screen is displayed.

   Figure 12-2 View Collateral Category

   
   

   
   Description of "Figure 12-2 View Collateral Category"

   
   
3. Click the list view icon at the top right corner to change the table view to list view.
   The View Collateral Category screen is displayed as shown below.

   Figure 12-3 View Collateral Category - List

   
   

   
   Description of "Figure 12-3 View Collateral Category - List"

   
   
4. Click the search icon to search the required category record.
   The search bar is displayed as shown below.

   Figure 12-4 Search Collateral Category

   
   

   
   Description of "Figure 12-4 Search Collateral Category"

   
   
5. Select the status of collateral category record based on description in the following table.

   Table 12-6 Search Collateral Category - Field Description

   Field	Description
   Authorization Status	Select the authorization status of the collateral category record. The available options are: Authorized Unauthorized
   Record Status	Select the Record Status of the collateral category. The available options are: Open Closed

6. Click Search.
   The collateral category records that match the search parameters are displayed.
7. In the View Collateral Category screen, click the refresh icon to refresh the category record list.
8. Click the add icon to define new collateral category.
9. Click on the action icon in the required record and select Unlock.
   The Collateral Category Maintenance screen is displayed in edit mode.
10. Modify the required details.
11. Click Save.
    The collateral category record will be modified upon authorization.