8.1 Make Promise

This topic provides the systematic instructions for delinquent customer on how to make promise.

If a customer is unable to make the payment immediately or plans to send the payment later, in such situations he/she can make promise to the bank for the same.

Note:

The Make Promise option will only be shown if a promise has not been made for the delinquent account.

To create a Promise to Pay:

  1. Perform one of the following actions:
    • Under the Delinquency Note widget on the Dashboard, click on the Make Promise link to register for the promise to pay.
    • Under the Loan Details section in the Loan & Finance Details transaction, click on the Make Promise link.

    The Promise To Pay screen appears.

    Figure 8-1 Promise To Pay


    Description of Figure 8-1 follows
    Description of "Figure 8-1 Promise To Pay"

  2. From the Select Promise Date list, select the future date on which you wish to pay the due amount pending for the loan account.
  3. Perform one of the following actions:
    • Click Submit to initiate the request.

      The Confirmation popup appears.

    • Click Cancel to cancel the transaction.
  4. Perform one of the following actions:
    • Click Confirm.

      The success message of the promise created appears along with the reference number.

    • Click Cancel to cancel the transaction.
  5. Perform one of the following actions from Confirmation page:
    • Click on the Loan & Finances link to visit Loans & Finance accounts summary page.
    • Click on the Go To Dashboard link to navigate back to dashboard page.
    • Click Loan Details to view the Loans & Finance account details.

Parent topic: Promise to Pay