lib_fields
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lib_fields [2017/02/28 10:10] geelling |
lib_fields [2019/03/08 11:57] (current) geelling |
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| * person_bank_account_no [PD] - the applicant's bank account number (99999999) | * person_bank_account_no [PD] - the applicant's bank account number (99999999) | ||
| * person_bank_sort_code [PD] - the applicant's sort code (999999) | * person_bank_sort_code [PD] - the applicant's sort code (999999) | ||
| + | * person_bank_dd_reference [PD] - the applicants Direct Debit Reference Number (34567PYM) | ||
| * person_passport_line1 [PDS] - the first machine-readable line of passport (text) | * person_passport_line1 [PDS] - the first machine-readable line of passport (text) | ||
| * person_passport_line2 [PDS] - the second machine-readable line of passport (text) | * person_passport_line2 [PDS] - the second machine-readable line of passport (text) | ||
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| * address_client - the credit union or other client matched to this address (text) | * address_client - the credit union or other client matched to this address (text) | ||
| * address_company (text - this has to be included if using the SPLGetFullAddressData form function) | * address_company (text - this has to be included if using the SPLGetFullAddressData form function) | ||
| + | * address_common_bond (text - this is required to test supplied postcode against the commmon bond - the test will be applied only when the selected value in this field contains the phrase "I live") | ||
| Previous address fields | Previous address fields | ||
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| * loan_apr - annual APR rounded to 1 decimal place with or without %) | * loan_apr - annual APR rounded to 1 decimal place with or without %) | ||
| * loan_repayment_amount – repayment amount (decimal number with or without leading £) | * loan_repayment_amount – repayment amount (decimal number with or without leading £) | ||
| - | * loan_repayment_frequency - (optional) WEEKLY, FORTNIGHTLY, MONTHLY - defaults to MONTHLY if not set | + | * loan_repayment_frequency - (optional) WEEKLY, FORTNIGHTLY, 4 WEEKLY, MONTHLY - defaults to MONTHLY if not set |
| * loan_total_repayable – total repayable (decimal number with or without leading £) | * loan_total_repayable – total repayable (decimal number with or without leading £) | ||
| * loan_interest_amount - interest amount (decimal number with or without leading £) | * loan_interest_amount - interest amount (decimal number with or without leading £) | ||
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| * loan_current_balance (optional) – existing balance if any on account prior to loan (decimal number with or without leading £) | * loan_current_balance (optional) – existing balance if any on account prior to loan (decimal number with or without leading £) | ||
| * loan_combined_amount (optional) – amount of total loan including existing balance (decimal number with or without leading £) | * loan_combined_amount (optional) – amount of total loan including existing balance (decimal number with or without leading £) | ||
| + | * loan_id - ID assigned by back-office system (integer) | ||
| Note: the optional fields loan_new_amount and loan_current_balance should be used where new borrowing is being added to existing borrowing, and combined to commence a new loan for the total amount. In this case all three fields must be present, and loan_amount (usually setup as a hidden field and therefore empty) will be set to loan_new_amount + loan_current_balance during execution of the calculate_repayments function. | Note: the optional fields loan_new_amount and loan_current_balance should be used where new borrowing is being added to existing borrowing, and combined to commence a new loan for the total amount. In this case all three fields must be present, and loan_amount (usually setup as a hidden field and therefore empty) will be set to loan_new_amount + loan_current_balance during execution of the calculate_repayments function. | ||
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| * afford_debt_spend_pc_income - total debt repayments (including proposed loan) as a % of total monthly income (decimal number) | * afford_debt_spend_pc_income - total debt repayments (including proposed loan) as a % of total monthly income (decimal number) | ||
| * afford_debt_pc_income - total debt amount (including proposed loan) as a % of total annual income (decimal number) | * afford_debt_pc_income - total debt amount (including proposed loan) as a % of total annual income (decimal number) | ||
| + | * afford_result - details of full affordability calculation (long text field) | ||
| + | |||
| + | Credit control fields | ||
| + | |||
| + | The credit control feature uses the standard loan, person and address library fields, and the following additional fields: | ||
| + | * cc_action – the next action recommended by the module logic | ||
| + | * cc_override – optional user override | ||
| + | * cc_balance - actual loan balance at today's date | ||
| + | * cc_opened - the loan start date (yyyy-mm-dd) | ||
| + | * cc_arrears - loan arrears calculated at today's date | ||
| + | * cc_last_paid - last actual payment date (yyyy-mm-dd) | ||
| + | * cc_process - trigger field to run credit control on Ready | ||
| + | * cc_escalation - most recent escalation action | ||
| + | * cc_escalation_date - date of most recent escalation action (yyyy-mm-dd) | ||
| There are a number of library fields associated with the processing of automated tasks, and these are listed in the section on [[library_functions|workflow automation tasks]]. | There are a number of library fields associated with the processing of automated tasks, and these are listed in the section on [[library_functions|workflow automation tasks]]. | ||
lib_fields.1488273009.txt.gz · Last modified: 2017/02/28 10:10 by geelling
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