3.5.20 Loan Account Preferences

User can view various account level preferences and also preferences can set for the provision using the Loan Account Preferences screen.

To set loan account preference:

Note:

The fields marked as Required are mandatory.

1. On the Homepage, from Retail Lending Services mega menu, under Accounts, click Loan Account Preferences. User can also open the screen by specifying Loan Account Preferences in the search icon bar and selecting the screen.
   The Loan Account Preferences screen is displayed.

   Figure 3-89 Loan Account Preferences

   
   

   
   Description of "Figure 3-89 Loan Account Preferences"

   
   
2. Select the appropriate option from the Search by field.
3. Perform the required action, based on the option selected from the Search by field.
   The Provision section is displayed.

   Figure 3-90 Loan Account Preferences - Provision

   
   

   
   Description of "Figure 3-90 Loan Account Preferences - Provision"

   
   
4. In the Provision section, select the appropriate option. For more information on fields, refer to field description table below:

   Table 3-62 Loan Account Preferences – Field Description

   Field	Description
   Search by	Users can search for an account number by using any of the available search criteria. The account number is set as the default search option. Users can specify the account number directly in the adjacent field or search for an account number by clicking the Search icon. Users can also search for the specific account number by providing customer ID, account number, or account name. Other search options available in the Search by field are Customer ID, Tax Identification Number, Mobile Number, and Email. A specific customer ID can be searched by providing the customer name or customer ID. If Tax Identification Number, mobile, or email IDs are chosen to find an account number, the respective IDs have to be input entirely in the adjacent field for the system to display the account number. For a given search criteria, multiple account numbers may be linked. For example, two or more account numbers can be linked to a single mobile number. In such cases, the system displays all the account number matches and the user can select the relevant account number on which to perform a servicing operation. Note: The label of the field adjacent to the Search by field changes dynamically. For example, if the Account number is chosen as the search criteria, the label of the adjacent field is displayed as the Account Number. If Tax Identification Number is chosen as the search criteria, then the adjacent field would display the label as Tax Identification Number.
   Provision	Select the appropriate option for setting the provision for the loan account. The options are: Auto Manual By default based on the host, a value is selected. If required the user can change it.
   Remarks	Specify the remarks for setting the preferences, if any.

5. Click Submit.
   The transaction is submitted for authorization.