Legal Council Setup

Banks and Financial institutions take a legal opinion for the properties which taken as part of collateral. Through this Screen, Bank can configure and maintain the list of lawyers or advocates which perform title search for the properties.

View

After selecting Legal Council Setup from the Credit Policy Management module, User will be shown the main screen where the following fields with data will be visible if lawyer/s is already added or if a new lawyer is added the below details are visible along with Add Legal Setup button.

• Legal Council Code
• Legal Council Key
• Legal council Name
• Status
• Actions (Edit, Delete)

Add

To add a new lawyer or advocate, User will press the green “Add Legal Setup button on the right, after which they will be redirected to the main screen where the following fields need to be filled and clicked on save button. User can choose to cancel the adding the item by clicking on cancel button. User views a pop-up saying “Are you sure you want to cancel. All unsaved data gets discarded” with yes/no option.

Screen name	Field Name	Description	Mandatory/non mandatory	Field type
Legal Council Setup	Legal council code	Code is auto generated by system. This code is currently a placeholder field, this can be used to link this record to matching record in any other third party or core system.	Mandatory	Auto-populated
	Legal Council key	key is auto generated by system. This key is used to link this record to another record in other admin screens.	Mandatory	Auto-populated
	Legal Council Name	This field is to mention the valuator name	Mandatory	Alphanumeric
	Status	Status is to mention if this is active or inactive. If this is marked as inactive, then it will not appear in the respective screens.	Mandatory	Dropdown

Edit

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 lawyer setup data and save the changes. User cannot edit code and key. User can choose to cancel the changes made by clicking on cancel button. User views a pop-up saying “Are you sure you want to cancel. All unsaved data gets discarded” with yes/no option. The Code and key are non-editable.

Delete

Clicking the Delete icon (Action Column) displays a pop-up confirmation if the user is sure about deleting the record.User can press “Yes” to continue or “No” to cancel.

Prerequisites Configuration

Screens to Configure (as Pre-requisite)	Screen name	Reflection in user panel	Reflection in admin screens
There is no prerequisite screen required for this screen’s configurations.	Legal Council Setup	Collateral Management	NA