6 Disbursement Inquiry

This topic provides systematic instructions to inquiry the disbursement details of a loan account.

Disbursement of the loan amount depends on the type of loan product availed by the customer.

Especially, in the case of multiple disbursements of loan product, user may need to understand the disbursement details of the loan account. This feature allows the user to view the disbursement details such as disbursed amount, disbursal date and sanctioned amount. It helps the user to analyze the current position of the loan account with respect to the disbursed amount. User can avail account related transactions on the kebab menu.

To view loan disbursement details:

  1. Perform one of the following navigation to access the Disbursement Inquiry screen:
    • From the Dashboard, click Menu, click Accounts, then click Corporate Loans. Under Corporate Loans, click Disbursement Inquiry.
    • From the Dashboard, click on the Loan account number link of the Corporate Loan Summary widget. On the Corporate Loans Details screen, click kebab menu and select Disbursement Inquiry.
    • From the Search bar, type Corporate Loans – Disbursement Inquiry.
    • Access through the kebab menu of the transaction available in the Corporate Loans module.
    The Disbursement Inquiry screen displays.

    Figure 6-1 Disbursement Inquiry - Loan account selection


    Description of Figure 6-1 follows
    Description of "Figure 6-1 Disbursement Inquiry - Loan account selection"

  2. Select the Loan Account that you want to view disbursement details from the drop-down list.
  3. Click Apply.
    The loan disbursement details of the selected loan account displays on the Corporate Loans Disbursement Inquiry screen.

    Figure 6-2 Disbursement Inquiry


    Description of Figure 6-2 follows
    Description of "Figure 6-2 Disbursement Inquiry "

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

    Table 6-1 Field Description

    Field Name Description
    Loan Account

    Select the loan account number (in masked format) along with the account nickname.

    For more information on account nickname, refer to the Account Nickname chapter in this user manual.

    Sanctioned Amount Displays the amount of loan that the bank has agreed to provide to the customer(s).
    Disbursed Amount Displays the amount of loan that the bank has given the customer till date.
    Disbursement Details This section displays the following fields that related to disbursement details.
    Date

    Displays the date on which the specific amount was disbursed.

    Note: If there are multiple disbursements in the account, the last disbursement will be displayed first followed by others accordingly in that order. The last entry in this list will be of the first disbursement date.

    Amount Displays the amount disbursed on the specific date.
  4. Click thefilter.
    The Filter screen displays.

    Figure 6-3 Disbursement Inquiry - Filter


    Description of Figure 6-3 follows
    Description of "Figure 6-3 Disbursement Inquiry - Filter"

    1. From the Loan Account Number list, select the loan account that you want to view loan schedule.
    2. From the From Date list, select the appropriate date.
    3. From the To Date list, select the appropriate date.
    4. Click Apply.

      Based on the specified period, the disbursement details are displayed.