Region

This screen is used to maintain list of regions in a particular geographic location/Country and also helps to segregate areas/ cities region-wise. Bank user uses this for capturing address of customers/ vendors/Banks and also to initiate credit application in a country associated to region.

View

After selecting Region from the Organization Structure module, User views details of already added bank entities along with add button bank entity and search option.

Clicking the reset button erases the given search criteria.

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

• Region ID
• Region key
• Region Name
• Status
• Actions (Edit, delete)

The search criteria for bank entity are as follows:

• Region key
• Region name
• Status

Add

To add a new region, User can press the green “Add Region” button on the right, after which they will be redirected to the main screen where the following fields will need to be filled. As clicked on save, added region is displayed in view page. If the user wants to cancel adding a region, 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
Region name	Region name	Mandatory	Text
Funded limit	Non-Funded limit allowed for this region	Mandatory	Numerical
Non-funded limit	Funded limit allowed for this region	Mandatory	Numerical
Overall limit	This is the sum of funded and non-funded limit	Mandatory	Auto populated
Geographic location	This refers to geographic location that region belongs to	Mandatory	Dropdown
country	This refers to country that region 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

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 region data and click on save. 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 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 region, 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 Currency The above screens should be configured to configure country screen.	Region	Borrower information (Field name: Region)	This screen acts as prerequisite screen for the below admin screens. Organizational structure: City Area Branch/Head office