Editing a Delinquency Process

Prerequisites

To edit a delinquency process, you should have:

  • Delinquency control defined in the application

  • Delinquency event type defined in the application

  • Delinquency process type and delinquency process business objects defined in the application

Procedure

To edit a delinquency event type:

  1. Search for the delinquency process in the Delinquency Process Search screen.
  2. In the Search Results section, click the link in the Delinquency Process Information column corresponding to the delinquency process whose details you want to edit.
    The Delinquency Process screen appears.
  3. Click the Edit button in the upper right corner of the Delinquency Process Information section.

    The Delinquency Process screen appears. It contains the following sections:

    • Main - Used to specify basic details about the delinquency process. This section contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Delinquency Process Displays information about the delinquency process. Not applicable
      Delinquency Process Type Indicates the delinquency process type using which the delinquency process is created. Not applicable
      Delinquency Entity Indicates the entity for which the delinquency process is created. Not applicable
      Termination Trigger Date Used to specify the trigger date for terminating the individual membership.
      Note:

      The Termination Trigger Date is calculated by the event activation algorithm configured on the event which terminates the individual membership.

      This field appears only when the termination trigger date is configured on the respective event.

      No
      Comments Used to specify additional information about the delinquency process. No
    • Characteristics - Used to define the characteristics for the delinquency process. This section contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Effective Date Used to indicate the date from when the delinquency process is effective. No
      Characteristic Type Used to indicate the characteristic type for the delinquency process.
      Note: The list includes only those characteristic types where the characteristic entity is set to Delinquency Process.
      Yes (Conditional)
      Note: This field is required when you are editing the delinquency process details.
      Characteristic Value Used to specify the value for the characteristic type.
      Note: On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.
      Yes (Conditional)
      Note: This field is required when you are editing the delinquency process details.
    Note: The Edit button appears when the status of the delinquency process is either Initiated, Delinquency In Progress, or On Hold.
  4. Enter the required details in the Main section.
  5. Define characteristics for the delinquency process, if required.
  6. If you want to define more than one characteristic for the delinquency process, click the Add (The Add Icon) icon and then repeat step 5.
    Note: However, if you want to remove a characteristic from the delinquency process, click the Delete (The Delete Icon) icon corresponding to the characteristic.
  7. Click Save.
    The changes made to the delinquency process are saved.