3.7.2 View Borrowing Capacity

This topic describes the systematic instructions to view the borrowing capacity.

The user can configure the borrowing capacity using the Create Borrowing Capacity screen. The status of the created capacity is displayed as Unauthorized and Open. Once the checker authorizes the capacity, the status is updated to Authorized and Open.
Specify User ID and Password, and login to Home screen.
  1. On Homescreen, click Core Maintenance, under Core Maintenance, click Credit Decision.
  2. Under Credit Decision, click Maintenance, under Maintenance, click Borrowing Capacity, under Borrowing Capacity, click View Borrowing Capacity.
    The View Borrowing Capacity screen displays.

    Figure 3-21 View Borrowing Capacity



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

    Table 3-19 View Borrowing Capacity – Field Description

    Field Description
    Borrowing Capacity Code Displays the borrowing capacity code.
    Borrowing Capacity Description Displays the borrowing capacity description.
    Product Processor Displays the product processor.
    Authorization Status Displays the authorization status of the record.
    The options are:
    • Authorized
    • Rejected
    • Unauthorized
    Record Status Displays the status of the record.
    The options are:
    • Open
    • Closed
    Modification Number Displays the number of modification performed on the record.
  3. On View Borrowing Capacity screen, click
    Search

    icon.
    The View Borrowing Capacity - Search screen displays.

    Figure 3-22 View Borrowing Capacity - Search



  4. On View Borrowing Capacity - Search screen, specify the Search Filter to fetch the required borrowing capacity.

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

    Table 3-20 View Borrowing Capacity - Search – Field Description

    Field Description
    Borrowing Capacity Code Specify the borrowing capacity code.
    Borrowing Capacity Description Specify the borrowing capacity description.
    Authorization Status Select the authorization status from the drop-down list.
    The available options are:
    • Authorized
    • Rejected
    • Unauthorized
    Record Status Select the record status from the drop-down list.
    The available options are:
    • Open
    • Closed
    Modification Number Displays the number of modification performed on the record.
  5. Click Search to display to required borrowing capacity.
  6. On View Borrowing Capacity screen, click
    Three dots

    icon to Unlock, Delete, Authorize or View the created borrowing capacity.
  7. Click Unlock to modify the borrowing capacity.
    The Borrowing Capacity Maintenance - Modify screen displays.

    Figure 3-23 Borrowing Capacity Maintenance - Modify



    Note:

    The fields marked as Required are mandatory.

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

    Table 3-21 Borrowing Capacity Maintenance - Modify - Field Description

    Field Description
    Borrowing Capacity Code Displays the model code for the created borrowing capacity.
    Borrowing Capacity Description The user can modify the model description for the created borrowing capacity.
    Effective Date The user can modify effective date for the borrowing capacity.
    Expiry Date The user can modify date of the created borrowing capacity.
    Product Processor Displays the product processor for the borrowing capacity.
    Execution Stage Displays execution stage for the borrowing capacity.
    Use Existing Rule

    Indicates if the existing rule is linked.

    Rule Code

    The user can modify the rule code for the created borrowing capacity.


    Info

    Click this icon to get the information about the rule.
    Rule Name Displays the rule name of the rule code for the created borrowing capacity.
    Create New Rule

    The user can modify the rule code for the created borrowing capacity.

    Code Specify the new rule code for borrowing capacity.
    Description Specify the rule description for the borrowing capacity.
    Fact / Rules Displays the fact or rule for the created borrowing capacity.
    Operator Displays the comparison operator for the created borrowing capacity.
    Data Type Displays the data type for the fact or rule for the created borrowing capacity.
    Output Displays the output for the created borrowing capacity.
    Expression Displays the expression updated in the expression builder for the created borrowing capacity.
    Fact ID The user can modify the fact ID of the created borrowing capacity.
    Rule ID The user can modify the rule ID of the created borrowing capacity.

    Info

    Click this icon to get the information about the rule.
  8. Click Save to update the modified fields.
  9. Click View to view the borrowing capacity.
    The Borrowing Capacity Maintenance – View screen displays.

    Figure 3-24 Borrowing Capacity Maintenance – View



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

    Table 3-22 Borrowing Capacity Maintenance - View - Field Description

    Field Description
    Borrowing Capacity Code Displays the model code for the created borrowing capacity.
    Borrowing Capacity Description Displays the model description for the created borrowing capacity.
    Effective Date Displays effective date for the borrowing capacity.
    Expiry Date Displays date of the created borrowing capacity.
    Product Processor Displays the product processor for the borrowing capacity.
    Execution Stage Displays execution stage for the borrowing capacity.
    Use Existing Rule

    Indicates if the existing rule is linked.

    Rule Code

    Displays the rule code for the created borrowing capacity.


    Info

    Click this icon to get the information about the rule.
    Rule Name Displays the rule name of the rule code for the created borrowing capacity.
    Create New Rule

    Displays the rule code for the created borrowing capacity.

    Code Displays the rule code for borrowing capacity.
    Description Displays the rule description for the borrowing capacity.
    Fact / Rules Displays the fact or rule for the created borrowing capacity.
    Operator Displays the comparison operator for the created borrowing capacity.
    Data Type Displays the data type for the fact or rule for the created borrowing capacity.
    Output Displays the output for the created borrowing capacity.
    Expression Displays the expression updated in the expression builder for the created borrowing capacity.
    Fact ID Displays the fact ID of the created borrowing capacity.
    Rule ID Displays the rule ID of the created borrowing capacity.

    Info

    Click this icon to get the information about the rule.