Geographic Location
This screen is used to add the list of locations,when the bank user initiates the credit application.
View
Clicking the Geographic Location in the Organization Structure module navigates user to this page, where the user views the existing list of geographical location ,Search option, Reset and Add geographical location button.
Clicking the reset button erases the given search criteria.
The following details display for already added geographical location.
- Geo Location ID
- Region Key
- Geo Location Name
- Status
- Actions (Edit, Delete)
The Search Criteria of the geographical location are as follows:
- Geo Location ID
- Region Key
- Geo Location Name
- Status
Add
Click the Add Geographical Location button and enter the details in the respective fields. Clicking Save, saves all the details and displays in the view screen. Click cancel to cancel adding a location, it displays a pop-up stating “Are you sure you want to cancel. All unsaved data gets discarded” with Yes/No option.
Screen name | Field names | Description | Mandatory/non mandatory | Field type |
---|---|---|---|---|
Geographical Location | 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 |
Funded limit | Funded limit allowed for this region | Mandatory | Numerical | |
Non-Funded limit | Non-Funded limit allowed for this region | Mandatory | Numerical | |
Overall limit | This is the sum of funded and non-funded limit | Mandatory | Auto populated | |
status | Status is to mention if this geographical location is active or inactive. If this is marked as inactive, then it will not appear in the respective screens. | Mandatory | Dropdown |
Edit
User can edit the details of already added locations by clicking on edit icon under actions tab in view page. It lands in the same add geographical location page with prefilled details. User can choose to make the changes and click on save. User cannot edit the code and key.
Delete
If the user wants to delete any geographical location, then user can click on delete icon under actions tab. User views a pop up for confirmation “Are you sure you want to delete the location”. User can choose to delete or
Screens to Configure (as Pre-requisite) | Screen name | Reflection in user panel | Reflection in other admin screens |
---|---|---|---|
No prerequisite screen to be configured | Geographic Location | This field is used only in admin screen. |
This screen acts as prerequisite screen for the below admin screens. Organizational structure:
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