Branch/Head Office

This screen is to add list of bank branches under which Bank wants its users to initiate credit application for the customer. Based on the permission granted to the user, user will be allowed to initiate credit application in those branches.

View

After selecting Branch/Head Office from the Organization Structure module, User will land in a screen where user views already added branches (if any) along with add branch button and search option.

User can view the below details of already added cities in view screen:

• Branch Code
• Branch Key
• Branch Name
• Status
• Action (Edit, Delete)

Add

To add a new Branch, User can click press the green “Add Branch” button on the right, after which they will be redirected to the main screen where the following fields will need to be filled and clicked on save. As clicked on save, branch details get reflected in view screen. If the user wants to cancel adding a branch, user can click on cancel. User views a pop-up saying “Are you sure you want to cancel. All unsaved data gets discarded” with yes/no option.

Field names	Description	Mandatory/non mandatory	Field type
Branch code	Area name	Mandatory	Auto populated
Branch 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
Branch name	Branch name of a bank entity	Mandatory	Text
Bank branch code	Code of the branch	Mandatory	Alphanumeric
Branch Address	Address of branch office	Mandatory	Alphanumeric
Geographic location	This refers to the geographic location where the branch office belongs to	Mandatory	Dropdown
country	This refers to the country where the branch office belongs to	Mandatory	Dropdown
region	This refers to the region where the branch office belongs to	Mandatory	Dropdown
city	This refers to the city where the branch office belongs to	Mandatory	Dropdown
area	This refers to the area where the branch office belongs to	Mandatory	Dropdown
bank entity	This refers to the bank entity where the branch office belongs to	Mandatory	Dropdown
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
Max funded exposure	This refers to the Max funded exposure allowed to the branch office	Mandatory	Numerical
Max Non Funded exposure	This refers to the Max Non funded exposure allowed to the branch office	Mandatory	Numerical
Budgeted funded exposure	This refers to the Budgeted funded exposure for the branch office	Mandatory	Numerical
Budgeted Non funded exposure	This refers to the Budgeted Non funded exposure for the branch office	Mandatory	Numerical

Edit

User can click on the Edit icon (Action Column) as highlighted in the above screenshot which will redirect user to the screen where the user can make changes to relevant branch data. On the editing screen, all the previous data as entered will be shown. After making relevant changes, user can Save the updated record. 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.

Delete

User can click on the Delete icon (Action Column) as highlighted in the above screenshot will open a pop-up prompt asking for confirmation if the user is sure about deleting the record.User can press “Yes” if they wish to delete the branch, and if they don’t want to delete then they can press on “No”.

Screens to Configure (as Pre-requisite)	Screen name	Reflection in user panel	Reflection in admin panel
Geo Location Country Region City Area Bank Entity The above screens should be configured to configure country screen.	Branch office	Borrower information (Field name: Originating branch)	NA