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Collateral Module

Open BLasan opened this issue 4 years ago • 2 comments

Is your feature request related to a problem? Please describe. It's better to have a collateral management module in order to manage the collateral data. This can be categorized in to 3 sub components. 1.) Product Level Collateral Module - Add, Edit, Delete and Update collateral

2.) Client Level Collateral Module - Add, Edit, Delete and Update client level collateral data which can then be used to attach to a particular loan.

3.) Loan Level Collateral Module - Attach the collateral in loan application creation process.

Describe the solution you'd like See PR

Describe alternatives you've considered Get a basic idea from the existing collateral management.

Additional context Currently edit and delete options are not provided for loan level collateral once attached.

BLasan avatar Jun 26 '21 02:06 BLasan

completed

bharathcgowda avatar Aug 09 '22 12:08 bharathcgowda

@ramvr1256 @adamsaghy thank you for working over this issue.

Here are the changes required to be made

  1. Move the collateral selection screen at the loan level a step above the charges section( it is not related to charges, so we do not have to have it in the charge section)
  2. There should not be any validations or configurations to mandate the collateral selection for a loan account
  3. User will have the flexibility to select the collateral while creating the loan account from the collateral dropdown. if nothing is selected that means the loan doesn't have any collateral attached to it.
  4. User should be able to create a loan account without selecting any collateral
  5. Only when the user attaches the collateral to the loan account, the collateral calculation should be done only for that loan account.

bharathcgowda avatar Aug 11 '22 08:08 bharathcgowda

@bharathcgowda If everything is working fine then it can be closed now.

ramvr1256 avatar Aug 31 '22 12:08 ramvr1256