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Form Sequence

This screen is used to mention the order in which the forms should be displayed in user panel. The is configurable as per bank’s requirement as per business segment.

View

Form Sequence
Form Sequence

As the form sequence screen is selected, user views all the business segment listed in a table with edit icon under actions table.

After selecting Form Sequence from the Credit Policy Management module, User will be shown the main screen where the following fields with data will be visible:

  • OBS Code
  • OBS Key
  • Business Segment NameStatusActions (Edit)

Edit

Form Sequence
Edit Form Sequence
Form Names
Form Names

Clicking on the Edit icon (Action Column) as highlighted in the above screenshot will redirect the user to the screen where he/she can make changes to relevant form sequence data and click on save button. User cannot edit code and key.User can enter the sequence in numbers under sequence tab and click on save to reflect in the user panel.

Prerequisites Configuration

Screens to Configure (as Pre-requisite) Screen name Reflection in user panel Reflection in admin screens
  • Operational business segment
  • Forms should be given appropriate rights to Operational business segments

The above screens are the prerequisite for configuring this screen.

Form sequence

This reflects in the User Panel. Based on the configuration done here, the sequence of the forms gets listed in the user panel.

This reflects only in the user panel

 

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Published on :
Thursday, May 30, 2024 1:17:56 PM IST