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Once you click on the '+' icon, the sequence pattern will be displayed as shown. You also get the option to delete it by clicking on the three dots present along the same row.(Note:
Do not submit now
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2. Similarly, for creating second sequence pattern, i.e., (01). Refer the below screen.
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Click on the '+' icon to create the sequence pattern.(Note:
Do not submit now
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3. Similarly, for creating third sequence pattern, i.e., (10). Refer the below screen.
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If it is already present: click on it and delete the existing one. Then, create a new one as shown below.
If it is not present: create the account number preference for the same.
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You need to delete the existing one first
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3. Once you click on ‘Loan’, you will see the below screen where you will get the options to edit and delete it. Click on ‘Delete’.
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5. After updating the office, navigate through Clients > Clients > Search > Select any customer (Note: the .
The customer should be from same office: Head Office where you have mapped the sequence
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The below screenshot is from the old UI
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6. Once you select the customer (for example: Karthik Reddy), you will see the below screen. Click on ‘New Loan’.(Note: the
The below screenshot is from the old UI
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7. Once you select the customer (for example: Karthik Reddy), you will see the below screen. Select any loan product from the dropdown as shown.(Note: the
The below screenshot is from the old UI
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8. Once you select the loan product (for example: Housing Loan One), you will see the below screen. Select the date of disbursement and click on ‘Submit’.(Note: the
The below screenshot is from the old UI
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9. Once you click on ‘Submit’, you will see the below screen displaying the same sequence pattern i.e.,1001 which you mapped to office. (Note: the
The first four digits after # symbol refers to the office_external_id for which you created the sequence pattern
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The below screenshot is from the old UI
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