Maintaining Liability Subtypes

Begin by navigating to the Maintain Asset and Liability Subtype page.

These are the liability types shipped with Oracle FSLO. You modify all liability subtypes using the same steps. In this topic, you will modify the Loan liability type.

First, add a new liability subtype.

Lookup Codes are unique keys in the data tables and built into the logic of Oracle FSLO.

A Lookup Code can be upper or lower case.

Next, specify a short display value. Display values appear as list entries for a particular field, while creating or reviewing a loan application.

Use the Description field to add an optional description.

Saving the liability subtype makes it appear on the list of options when you create loan applications.

You can reverse any modifications to a single selected row using the Undo button. To save the modification, you would click Save instead.

There are two types of delete, a hard delete and soft delete.

A hard delete removes the liability subtype from the database table, provided it is not used in a loan application.

First, perform a hard delete on the code Education Loan.

Confirm that you want to delete the Education Loan liability subtype.

A soft delete inactivates a liability subtype already used in loan applications. Inactivated codes are not displayed as options for creating or reviewing loan applications.

Next, perform a soft delete on the Home Equity code.

Use the Maintain Asset and Liability SubTypes page to modify the asset and liability subtype options made available when creating or reviewing a loan application.

Use the Liability SubType tab to modify liability subtypes made available when creating or reviewing a loan application.

Next, modify the Education Loan subtype by editing the description.

The Education Loan liability subtype is now added.

The Education Loan liability subtype is now deleted.

The Home Equity liability subtype is now inactive.

Maintaining Liability Subtypes

You have completed the Maintaining Liability SubTypes topic.

A Lookup Code can be upper or lower case.

Click the Links link.
Click the Manage Loan Origination link.
Click the Maintain Assets and Liability SubTypes link.
Click the Liability SubType tab.
Click the Select a Liability Type list.
Click the Loan list item.
Click the Add button.
Click in the Lookup Code field.
Enter the desired information into the Lookup Code field. Enter
a valid value
e.g.
"EDU"
.
Click in the Display Value field.
Enter the desired information into the Display Value field. Enter
a valid value
e.g.
"Education Loan"
.
Click in the Description field.
Enter the desired information into the Description field. Enter
a valid value
e.g.
"For students"
.
Click the Save button.
Enter the desired information into the Description field. Enter
a valid value
e.g.
"For students pursuing degree courses"
.
Click the Undo button.
Click an entry in the row.
Click the Delete button.
Click the Yes button.
Click the Save button.
Click the Active option.
Click the Save button.
Click in the Description field.
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