This screen function provides access to information pertaining to the selected loan's origination process. This information includes the completed/printed/mailed dates, and disbursement-related information.
The function is accessed by (1) selecting a loan from the Loan List via the associated radio button, and then (2) selecting the Origination item from the drop-down box that appears at the top of the Loan List display. When the Origination item is selected, a new window is opened (see example below) that contains the following:
An update form that is populated with information from the associated Loan Origination data record.
A function Bar that contains Add, Save, Delete and Reset icons. The Add icon is disabled.
The user updates the loan origination information by entering or revising data in the appropriate fields. The following fields are required entry:
Originated By Whom (* By Whom on the screen)
Disbursement Date (* Disbursement Date on the screen)
The Archive Flag will be a read-only value until the loan is deleted. Once deleted, the Archive Flag value will be represented as a drop-down box. The value can thereby be set to "No" to undelete the record.
Click on this link: Data Entry and Edit Guidelines to review information pertaining to what values may be entered into the various fields on the Loan Maintenance - Origination Information update form.
Click on this link: Loan Origination - General Information for a description of the purpose of the various fields found on the Loan Maintenance - Origination Information update form.
Click on the Reset icon to restore the entry/update form to its initial state. Any (unsaved) entries or updates which were made will be reversed.
To save the revised loan origination information, click on the Save icon. Clicking the Save icon will trigger an edit process that validates the user-entered data. If there are any errors, they will be displayed in a pop-up dialog box.
Click on the OK button to acknowledge the errors and return to the entry form. Modify the field(s) in error and again click the Save button.
If there are not any edit errors, the updated loan information will be written to the database, and the pop-up update window will be closed. The Loan List will be updated (if appropriate) to reflect the revised loan information.
To exit this process without saving the loan origination information updates, simply click on the Loan List, or choose another function from the Office Management Navigation bar. The pop-up Loan Maintenance - Origination Information window will be closed.
To delete the displayed loan information, click on the Delete icon. Clicking the Delete icon will trigger the display of a pop-up dialog box that requests the user to confirm the Delete action. For example:
Click on the OK button to acknowledge the Delete action. The associated loan record will be deleted from the CLM database and the pop-up Loan Maintenance - Origination Information window will be closed.
Please note: This action will delete ONLY the Loan Origination data record. The associated Loan Exit, Main, Benefits and Financial records will not be deleted. These records should also be deleted to ensure a consistent CLM database.