This topic describes the systematic instructions to create the condition Linkage.

1. On Home screen Menu, click Covenants and Conditions. Under Covenants and Conditions, click on Condition Linkage. Under Condition Linkage, click Create Conditions Linkage.
   The Create Conditions Linkage screen displays.

   Figure 2-12 Create Conditions Linkage

   
   

   
   Description of "Figure 2-12 Create Conditions Linkage"

   
   

   For RSO Conditions Details, additional placeholder fields can be configured in Maintenance screen. For more information on managing these placeholders, refer to the Maintenance User Manual. The system supports configuration of up to 20 fields each for the following data types:

   • Text
   • Numeric
   • Boolean
   • Date

   Each field type allows a minimum of 0 and a maximum of 20 fields per conditions details, based on the requirements. These fields displays in the conditions Details screen only if they are configured. If no additional fields are defined, the screen will display only the standard condition details fields.For example, we maintained 20 additional fields each for text, numeric, boolean, and date.

   The Create Conditions Linkage screen displays.

   Figure 2-13 Conditions Linkage

   
   

   

   
   

   Note:

   Additional fields are application if flag: isCreditDataRequired is set to 'Y'
2. Click Search icon on the conditions code field to select the condition code from the LOV. Only open and authorized conditions codes maintained at the conditions code maintenance screen will be populated here. By clicking fetch button on the lov screen, user can view the available conditions codes to link.
   The Conditions Code screen displays.

   Figure 2-14 Conditions Code

   
   

   
   Description of "Figure 2-14 Conditions Code"

   
   
3. If Linkage Type is selected as Customer, and the customer ID is selected from customer LOV Create Conditions Linkage screen displays.

   Figure 2-15 Customer - Create Conditions Linkage

   
   

   

   
   

   Figure 2-16 Customer - Create Conditions Linkage

   
   

   
   Description of "Figure 2-16 Customer - Create Conditions Linkage"

   
   

   Note:

   Enter the customer number, linkage details, and other conditions information.The linkage type drop-down will be enabled after selecting the customer number.
4. If Linkage Type is selected as Facility and the facilities is selected from Facility LOV Create Conditions Linkage screen displays.

   Figure 2-17 Facility - Create Conditions Linkage

   
   

   
   Description of "Figure 2-17 Facility - Create Conditions Linkage"

   
   

   Click Search in facility field, the Select Facility screen displays.

   Figure 2-18 Select Facility

   
   

   
   Description of "Figure 2-18 Select Facility"

   
   

   Note:

   The list of available facilities for the selected Customer Number will be displayed in the LOV details screen.
5. If Linkage Type is selected as Collateral the collateral is selected from collateral LOV, Create Conditions Linkage screen displays.

   Figure 2-19 Collateral - Create Conditions Linkage

   
   

   
   Description of "Figure 2-19 Collateral - Create Conditions Linkage "

   
   

   Click Search in collateral field, the Select Collateral screen displays.

   Figure 2-20 Select Collateral

   
   

   
   Description of "Figure 2-20 Select Collateral"

   
   

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

   Table 2-9 Create Condition Linkage

   Field	Description
   Condition Code	Specify the condition code will be fetched from condition code maintenance, with only open and authorized records available for the customer to select.
   Condition Description	Display the condition description.The condition description will be defaulted from condition maintenance based on the selected Condition Code and cannot be modified.
   Condition Clause	Specify the condition clause.This field defaulted based on the selected condition code. The user can input up to 250 characters.
   Notice Days	Specify the number of notice days are the number of days before the Due date of a Condition for the Condition tracking.
   Grace Days	Specify the grace days.The user must update the compliance status within grace days after the due date. If not complied, the status will be marked as breached and the compliance date will be updated to the current date during the end-of-day process using the batch “tncTrackingOverdueBreachJob”.
   Conditions Type	Select the compliance status from the drop-down list. The available options are: Post-Disbursement Pre-Disbursement Pre-Sanction
   Compliance Status	Select the compliance status from the drop-down list. The available options are: Breached Met
   Due Date	Select the due date.
   Compliance Remarks	Specify the additional information to be inputted for the condition in remarks field.
   Customer Name	Select the customer name. By default the customers full name will be populated on this field by selecting the customer Number from the Lov.
   Customer Number	Dispalys the existing customers number will listed on customer number Lov.
   Linkage Type	Select the linkage type from the drop-down list. The available options are: Customer Facility Collateral The conditions are linked to the selected entity.
   Linkage Entity ID	Displays the linkage entity ID. By default, the Collateral Code is set when a collateral is selected from the Collateral Lov. For the linkage type Facility, the key Id from Facility LOV will be defaulted. For linkage type collateral, Collateral code will be defaulted on selecting the collateral from the collateral Lov.
   Facility Lov	Specify the facility Lov. The available facilities for the customer, and the Linkage Entity ID will be auto-filled.
   Collateral Lov	Specify the Lov available in Collaterals for the customer will be displayed. On selecting the collateral code, the linkage Entity Id is defaulted.
   Facility Description	Displays the facility description. Line Description will be defaulted on selecting the facility from facility LOV. This is read only field and applicable only for Facility linkage type.
   Collateral Sub type Id	Specify the user needs to capture the collateral sub type id for the collateral linkage type
   Collateral Description	Displays collateral description.This field is auto-populated on selecting the collateral from the Collateral LOV.

6. Click Save to update the modified fields and click Cancel to cancel the modified fields.