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Second Step: Loan Account Information
Select Loan Product
- 2 possible places to reach this step from: the above first step, or directly from a client's or group's details page "Open new account: Loan"
- Text at the top remains the same (keep same fonts) -
Create Loan Account - Enter Loan Account Information
Select a Loan instance. Then click Continue. Click Cancel to return to Clients & Accounts without submitting information.
*Fields marked with an asterisk are required. - Account Owner: text remains the same?
- Loan instance name: -> rename to Loan product name? Keep red asterisk.
- If user clicks Cancel, user is returned to Clients & Accounts page
- Continue and Cancel buttons remain the same
- If user clicks Continue with selecting a loan product, error message appears - Please select a Loan instance name. -> rename to Please select a Loan product?
- Loan products that are populated
- Only active loan products are available. State is determined by status of loan product only. (Start and End dates of loan products will be removed).
- If this account is for a client, only loan products applicable to clients are available. Same for groups
- Currently, if LSIM is not on, loan products with variable loan installments is not allowed. If we keep LSIM for now, this constraint remains
Loan Product Summary
- After loan product is selected, the same details should appear.