3 Accounts
Under the Accounts menu, user can perform various vital transactions on a loan account.
This topic contains the following subtopics:
- Consolidated Rollover
User can consolidate the loan accounts having the same currency using the Consolidated Rollover screen. Once the accounts are consolidated, user can define the driving factors for various aspects for the new consolidated loan account. - Loan Activation
User can initiate activation of the loan account, which are not yet initiated using the Loan Activation screen. - Loan Adhoc Charges
User can initiate a transaction to collect adhoc charges for a loan account using the Loan Adhoc Charges screen. - Loan Adhoc Refund
User can initiate a loan adhoc refund for a loan account using the Loan Adhoc Refund screen. - Loan Write-Off
User can write-off the loan amount of the customer that is not coverable from the customer using the Loan Write-Off screen. - Loan Disbursement
User can initiate a disbursement for the loan account using the Loan Disbursement screen. The disbursement can be a partial or full disbursement. - Loan 360
The Loan 360 screen is the dashboard for loans service, which gives a consolidated view of all the details related to a loan account and helps to user perform various transactions on the account. - Transaction Inquiry
User can access the details of a particular transaction and provide clarifications to customers with the help of available features in the Transaction Inquiry screen. - Transaction View & Reversal
User can view the loan transactions related to an account. If required, user can also initiate reversal of the transaction after due diligence using the Transaction View & Reversal screen.