Operational Business Segment
This screen is used to maintain different business segments based on which different workflows are created. Currently below three workflows are configured in the CLOS:
- Agriculture business
- Corporate Investment Banking Group
- Financial Institution
View
After selecting Operational Business Segment from the Organization Structure module, User lands on a screen where already added/existing OBS are displayed along with add Operational Business Segment button and search option.
Below details of already added/existing Operational Business Segment is displayed as column
- OBS Code
- OBS Key
- Business Segment Name
- Status
- Action (Edit, Delete)
Search criteria for Operational Business Segment are as follows
- OBS Key
- Business Segment Name
- Status
Add
To add a new Operational Business Segment, User can click on “Add OBS” 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 button to reflect. If the user wants to cancel adding a business segment, 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 |
|---|---|---|---|
| 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 |
| Business segment name | This is the significant field where the business segment name is mentioned where the workflow of the application is based on the field | Mandatory | Text |
| Business segment description | Description of business segment is given here | Mandatory | Text |
| Business segment sequence | Sequence for displaying the business segment is given here | Mandatory | Numerical |
| Business segment type | This is categorizing the business segment into different categories. The list is hardcoded at code level | Mandatory | Dropdown |
| regulatory business segment | This is to map it to a group a business segments under a heading for documentation purpose | Mandatory | Dropdown |
| program based | If this is checked, then the workflow designed for this OBS will be only program-based lending. User could use this workflow only if program based lending is marked as yes in user panel | Non mandatory | Checkbox |
| 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
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 OBS 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 level, and if they don’t want to delete then they can press on “No”.
If the Business Segment is in used by any clients, then the Delete option will not work the respective business segments.
| Screens to Configure (as Pre-requisite) | Screen name | Reflection in user panel | Reflection in admin panel |
|---|---|---|---|
The above screens should be configured to configure country screen. |
Operational business segment |
Borrower information (Field name: business segment) |
This screen acts as prerequisite screen for the below admin screens
|
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