Sequence Management

In this section of the manual, you will know:

• how to create and manage sequence patterns

• how to create and manage custom sequences

• how to create account number preferences

• how to map the sequence patterns

The following steps need to be followed for sequence management on new UI:

Step 1: Create and Manage Sequence Patterns

1. Log-in to the instance with the user Id and password and you will land on the below screen.

Open

2. Click on ‘Organization’ option under ‘Admin Home’, you will see various options as shown below. Click on ‘Sequence Management’.

Open

3. Once you click on ‘Sequence Management’, you will see the below screen. Click on 'Sequence Patterns’.

4. Once you click on ‘Sequence Patterns’, you will see the below screen. Click on ‘Create’.

5. Once you click on ‘Create’, you will see the below screen which contains the following fields:

• Name: Provide a name for the sequence pattern.

• Entity Type: You will get various options to choose from. Select any one and proceed.

• Prefix Field: Once you select the entity type, you will get different options related to the entity type you have chosen. Select any one and proceed.

• Length: Provide a length for the sequence pattern.

For example: Let us consider this sequence pattern: (1001)(01)(10)/00001/. Now, I have to create three sequence patterns (1001)(01)(10) for three different entity types:

• For office entity type: 1001

• For product entity type: 01

• For custom entity type: 10

1. For creating first sequence pattern, i.e., (1001). Refer the below screen.

• Name: Provide a name for the sequence pattern (for example: test1)

• Entity Type: You will get various options to choose from. Select any one entity type (for example: office)

• Prefix Field: For office entity type, you will get three options as shown below. Select any one prefix field (for example: office_external_id)

• Length: Provide a length for the sequence pattern (for example: 4 because the pattern is 1001)

Click on the '+' icon to create the sequence pattern.

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.

2. Similarly, for creating second sequence pattern, i.e., (01). Refer the below screen.

• Name: Provide a name for the sequence pattern (for example: test1)

• Entity Type: You will get various options to choose from. Select any one entity type (for example: loanproduct)

• Prefix Field: For loanproduct entity type, you will get three options as shown below. Select any one prefix field (for example: product_id)

• Length: Provide a length for the sequence pattern (for example: 2 because the pattern is 01)

Click on the '+' icon to create the sequence pattern.

3. Similarly, for creating third sequence pattern, i.e., (10). Refer the below screen.

• Entity Type: You will get various options to choose from. Select any one entity type (for example: custom).

• Prefix Field: For custom entity type, select random_string.

• Length: Provide a length for the sequence pattern (for example: 2 because the pattern is 01).

Click on the '+' icon to create the sequence pattern.

After creating all the three sequence patterns, it will be displayed as shown below. Now, click on ‘Submit’.

6. Once you click on ‘Submit’, you will see the below screen which shows the newly created sequence pattern. When you click on the three dots present along the same row, you get the option to view it.

7. Once you click on ‘View’, you will see the below screen which shows the sequence details.

Step 2: Create and Manage Custom Sequences

1. From sequence management page, click on ‘Custom Sequences’.

2. Once you click on ‘Custom Sequences’, you will see the below screen. Click on ‘Create’.

3. Once you click on ‘Create’, you will see the below screen. Fill all the mandatory fields as required and click on ‘Submit’. It contains the following fields:

• Name: Provide a name for the sequence.

• Sequence Start Value: Provide a start value for the sequence.

• Sequence End Value: Provide an end value for the sequence (Optional).

• Sequence Prefix Type: You have two options here: Pattern and Custom. Select your prefix type.

• Sequence Prefix Pattern: Once you click on ‘Pattern’, you have to select the same sequence pattern which you created in Step 1 (for example: test1)

• Sequence Suffix Type: You have two options here: Pattern and Custom. Select your suffix type.

• Sequence Pattern Type: You have two options here: Pattern and Custom. Select your sequence pattern type.

• Sequence Length: Provide a length for the sequence.

• Sequence Separator Type: Select a separator type for the sequence.

Click on ‘Submit’ and then click on ‘Activate’.

4. Once you click on ‘Activate’, you will see the below screen which shows the status as ‘Active’. When you click on the three dots along the same row, you will get the option to ‘View’ it.

5. Once you click on ‘View’, you will see the below screen which shows the sequence information. You will also get the option to inactivate it by clicking on the ‘Inactivate’ button.

Step 3: Account Number Preferences

1. Navigate through Admin > System > View All. Then, click on ‘Account Number Preferences’.

2. Once you click on ‘Account Number Preferences’, you will see the below screen. Check for ‘Loan’.

• 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.

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’.

4. Click on ‘Confirm’.

5. Once you click on ‘Confirm’, you will see the below screen which confirms that the account preference has been deleted successfully. Now, click on 'Create.

6. Once you click on ‘Create’, you will see the below screen which contains the following fields:

• Account Type: You will get various options to choose from (for example: select Loan).

• Generation Type: You will get two options: ID Based and Sequence Based (for example: select Sequence based).

Once you select Sequence Based, you will see the below field:

• Sequence Name: Select the sequence name which you created in Step 2.

Click on ‘Create’.

7. Once you click on ‘Create’, you will see the below screen which shows that the account number preference has been added successfully.

Step 4: Mapping the sequence patterns

1. Navigate through Admin > Organization > Manage Offices. Once you click on ‘Manage Offices’, you will see the below screen. Select any office from the list of offices as shown (for example: Head Office).

2. Once you select the office, you will see the below screen. Click on ‘Edit’.

3. Once you click on ‘Edit’, you will see the below screen. Enter the first sequence pattern here i.e.,1001 in the prefix field: office_external_id and for the entity: office which you created in Step 1. Click on ‘Update'.

4. Once you click on ‘update’, you will see the below screen where the office_external_id has been updated successfully.

5. After updating the office, navigate through Clients > Clients > Search > Select any customer.

6. Once you select the customer (for example: Karthik Reddy), you will see the below screen. Click on ‘New Loan’.

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.

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’.

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.