1. User Guide
  2. Override Screen
  3. Override Screen Maker

Override Screen Maker

The Override Screen Maker enables users to manually update any stage and account classification that was assigned to every account by the service by using the Staging and Account Classification Process. The Modelling set and Execution Date selection are mandatory. A few more basic filters are added so that users can effectively complete override activity.

Users with maker privileges have access to this LHS menu. The maker will do the Stage Reassignment, andAccount Classification Reassignment, and submit it to the checker with proper justification.

On this screen, populate the following fields:

Table 34-4 The Fields on the Override Screen Maker

Field Description
Execution Date Select the Select Date icon to set the execution date.

This is a mandatory field.
Modeling Set Select a Modeling Set from the drop-down menu

This is a mandatory field.
Customer ID Enter a value in this field.
Account ID Enter a value in this field.
Customer Type Enter a value in this field.
Product Click the Product icon to select a product from the Hierarchy Browser.
Application Assigned Account Classification Select an account classification from the drop-down list. The available options are:
  • Fair Value through Other Comprehensive Income
  • Fair Value through Profit and Loss
  • Amortized Cost
Application Assigned Stage Select a stage from the drop-down list. The available options are:
  • Total Default Member
  • Stage 1
  • Stage 2
  • Stage 3
Reset Click this button to reset all the fields to their default state.
Advanced Search Select this button to open the Advanced Search window:
  • Organization Unit - Click the Organization Unit icon to select an Organization Unit from the Hierarchy Browser.
  • Previous Reported Stage - Select a value from the drop-down list. The available options are:
    • Stage 1
    • Stage 2
    • Stage 3
  • Country - Select a country from the drop-down list.
  • Impaired - Select either Yes or No from the drop-down list.
  • Defaulted - Select either Yes or No from the drop-down list.
  • Industry - Click the Industry icon to select an Industry from the Hierarchy Browser.
  • Restructured - Select either Yes or No from the drop-down list.
  • POCI- Select either Yes or No from the drop-down list.
  • Geography - Select a value from the drop-down list
  • Devolvement - Select either Yes or No from the drop-down list.
  • Workflow Status - Select a workflow status from the drop-down list. The available options are:
    • Approve
    • Pending for Approval
    • Reject
    • Saved
  • Show Non Overridden Accounts - Select this option if you want non overridden accounts to be a part of the search results.

Click Search to search or click Reset to reset all the fields to their default state.

Additionally, click Cancel to navigate back to the main screen.

Group Reassignment

Group Reassignment can be done in three ways:
  1. From the Accounts pane:
    1. Select the check box or boxes adjacent to the desired Customer ID(s).
    2. Select a reassigned stage from the Reassigned Stage drop-down list field.
    3. Select a reassigned account classifiaction from the Reassigned Account Classification drop-down list field.
    4. In the Justification field add a justification for the Group Reassignment.
  2. From the Group Reassignment (Apply to all accounts) pane:

    To apply the Reassigned Stage and Reassigned Account Classification to all the accounts:

    1. In the Group Reassignment pane, select a reassigned stage and the reassigned account classifiaction from the Reassigned Stage and Reassigned Account Classification fields.
    2. In the Justification field, enter a justification for applying the group reassignment.
    3. Select the Apply to all accounts check box.
    4. In the Justification field add a justification for the Group Reassignment.
  3. From the Group Reassignment (Apply to selected accounts) pane:

    To apply the Reassigned Stage and Reassigned Account Classification to selected accounts:

    1. In the Accounts pane, select the check box or boxes adjacent to the desired Customer ID(s).
    2. In the Group Reassignment pane, select a reassigned stage and the reassigned account classifiaction from the Reassigned Stage and Reassigned Account Classification fields.
    3. In the Justification field, enter a justification for applying the group reassignment.
    4. Select Save and then Submit.
    5. Select the Apply to selected accounts check box.
    6. In the Justification field add a justification for the Group Reassignment.

Click Save and then click Submit to submit the details to the Checker.