3.5.21 Manage Parties

User can add, modify, delete parties attached to various relationships for a selected loan account using the Manage Parties screen.

To manage parties:

Note:

The fields marked as Required are mandatory.

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

   Figure 3-91 Manage Parties

   
   

   
   Description of "Figure 3-91 Manage Parties"

   
   
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 Relationship details section is displayed.

   Figure 3-92 Manage Parties - Relationship Details

   
   

   
   Description of "Figure 3-92 Manage Parties - Relationship Details"

   
   
4. In the Relationship details screen, specify the fields. For more information on fields, refer to field description table below:

   Table 3-63 Manage Parties – 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.
   Relationship details	This section displays the relationship details that can be managed for the selected account. User can click Add in this section, to add a new relationship detail.
   Relationship	Displays the type of relationship.
   Party ID	Displays the existing party ID. Note: This field appears blank, if user adds a new relationship.
   Party	Displays the existing party name. Note: This field appears blank, if user adds a new relationship.
   New Party ID	Select the new party ID for which relationship details is to be maintained. As user clicks , the Customer Number section is displayed. In this section, user can specify Customer Number or Customer Name and click Fetch. Note: This field is enabled, if user clicks from the Action field.
   New Party	Displays the new party name for the selected new party ID.
   Action	Displays the following icons: : Click to save the details modified. This icon is displayed only after the user clicks . : Click to close the row added. This icon is displayed only after the user clicks . : Click to edit the relationship details. : Click to delete the entry. This icon is displayed only after the relationship details are added or modified.
   Status	Displays the status of the relationship details. The possible options are: Modified Added Deleted
   Remarks	Specify the remarks for managing the relationship details of the party, if any.

5. Click Submit.
   The screen is successfully submitted for authorization.