Approving a Hold Release Request
You can view the number of hold requests for which release is pending for approval from the Hold Request screen. The approver can review, and accordingly approve the hold release request based on the observations. In addition, the approver can request the submitter to resubmit the hold release request for approval after making the necessary changes in it.
To approve a hold release request, you should have:
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Release approval To Do role assigned in the system
Procedure
To approve a hold release request:
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Do either of the following:
If you want to... Then... Review a hold release request through the Hold Request screen -
Search for the hold request with the Release Approval in Progress status in the Hold Request screen.
A list of hold requests with the respective status appears in the search results.
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In the Search Results section, click the link in the Hold Request Information column corresponding to the hold request which you want to review.
Review a hold release request through the To Do List screen -
Click the Menu link in the Application toolbar.
A list appears.
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From the Main menu, select To Do and then click To Do List.
The To Do List screen appears.
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Click the Search (
) icon corresponding to the To Do Type field.The To Do Type for User Search window appears.
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Enter C1-HLDAP in the To Do Type field.
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Click the Search button corresponding to the To Do Type field.
The To Do List screen appears.
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Select the Open option from the Filter by list to view all unassigned To Dos.
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Click the link in the Message column corresponding to the To Do of the hold request that you want to review.
The Hold Request screen appears. -
- Review the details in the Hold Request screen.
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If the information in the hold request is accurate, click
the Approve button in the Hold Request zone.
The status of the hold request is changed to Released. If the hold entity end date and hold process end date is earlier than the system date, the system sets the hold entity end date and hold process end date to the system date. It also sets the hold request end date to the system date. In addition, the alert end date on the respective account is set to the system date.
Note: The Approve button appears when the hold request is in the Release Approval in Progress status and when a user with the release approval To Do role is reviewing the hold request.On releasing a hold request, the system checks whether the number of entities added (either manually or via filter criteria) in the hold request exceeds the defer processing count. If the number of entities added in the hold request does not exceed the defer processing count, the system does the following (in the online mode):
If… Then… The hold request is created for an account, the auto pay process is on hold, and the entity end date in the hold request is earlier than or equal to the system date The defer auto pay until date is set to the system date for the respective account. In addition, the automatic payment details of the debit bills (if any) for the respective account are updated in the CI_BILL_ACH table. Note: The defer auto pay date then appears corresponding to the account in the Hold Entities zone of the Hold Request screen. In addition, it appears in the Defer Auto Pay Date field on the Auto Pay tab of the Account screen.The hold request is created for an account, the bill generation process is on hold, and the entity end date in the hold request is earlier than or equal to the system date The bill after date is cleared for the respective account. This will enable the business to bill the account immediately on the same day when the hold is released. Note: The bill after date is cleared corresponding to the account in the Hold Entities zone of the Hold Request screen. In addition, it is cleared from the Bill On or After Date field on the Main tab of the Account screen.The hold request is created for an account, the overdue process is on hold, and the entity end date in the hold request is earlier than or equal to the system date The postpone credit review until date is set to the system date for the respective account. Note: The postpone credit review until date then appears corresponding to the account in the Hold Entities zone of the Hold Request screen. In addition, it appears in the Postpone Credit Review Until field on the C & C tab of the Account screen.The hold request is created for an account, the delinquency process is on hold, and the entity end date in the hold request is earlier than or equal to the system date The postpone credit review until date is set to the system date for the respective account. Note: The postpone credit review until date then appears corresponding to the account in the Hold Entities zone of the Hold Request screen. In addition, it appears in the Postpone Credit Review Until field on the C & C tab of the Account screen.The hold request is created for an account, the refund process is on hold, and the entity end date in the hold request is earlier than or equal to the system date The hold refund until date is set to the system date for the respective account. In addition, the status of the refund request (if any) for the respective accounts is changed from Hold to its previous status. Note: The hold refund until date then appears corresponding to the account in the Hold Entities zone of the Hold Request screen.The hold request is created for a person, the bill generation process is on hold, and the entity end date in the hold request is earlier than or equal to the batch business date The bill after date is cleared either for all the accounts in the person’s hierarchy or only for the persons’ immediate accounts depending on whether the Hierarchy option is selected or not. Note that the system considers only the child persons and not the grandchild persons from the person’s hierarchy and then derives the accounts where the child person is the main customer. Note:In this scenario, the bill after date is always cleared in the deferred mode when the C1-HLMON batch is executed.
The bill after date is cleared from the Bill On or After Date field on the Main tab of the Account screen.
The hold request is created for a person, the delinquency process is on hold, and the entity end date in the hold request is earlier than or equal to the batch business date The postpone credit review until date is set to the system date for the respective person and its immediate accounts (where the person is the main customer). If the Hierarchy option is selected for the person, the system sets the postpone credit review until date for the person, its immediate accounts, its child persons, and for the child persons’ accounts. Note that the system considers only the child persons and not the grandchild persons from the person’s hierarchy and then derives the accounts where the child person is the main customer. Note:In this scenario, the postpone credit review until date is always set in the deferred mode when the C1-HLMON batch is executed.
The postpone credit review until date then appears corresponding to the person in the Hold Entities zone of the Hold Request screen. In addition, the postpone credit review until date of the account appears in the Postpone Credit Review Until field on the C & C tab of the Account screen.
Note: The above dates are updated to the system date only when the entity end date or respective process end date is not earlier than the system date.However, if the number of entities added in the hold request exceeds the defer processing count, a log entry is created indicating that the hold request is manually released but the release process (i.e. system behavior mentioned in the above table) would be completed when the C1-HLMON batch is executed.
Related Topics
| For more information on... | See... |
|---|---|
| How to search for a hold request | Searching for a Hold Request |
| Hold Request screen | Hold Request (Used for Viewing) |
| Hold Request zone | Hold Request |