Financial Details

The personal details are the primary information about the account holder. It includes following details:

• Income
• Expense
• Assets
• Liabilities
• Register User

To add asset / liability details:

1. From the Type of Asset list, select the appropriate option.
2. In the Value field, enter the value of the liability in the given currency .
3. In the Ownership (%) field, enter the percentage of ownership that the applicant has on the asset.
4. Click Save.

Note: To add asset details, click button.

1. From the Type of Liability list, select the appropriate option.
2. In the Value field, enter the value of the liability.
3. In the Outstanding Value field, enter the outstanding value of the liability.
4. From the Frequency of Expense list, select the expense frequency.
5. In the Ownership (%) field, enter the percentage of ownership that the applicant has on the liability.
6. Click Save.

Note: To add liability details, click button.

Asset / Liabilities Information

Field Description

Field Name	Description
Assets
Type of Asset	Type of asset the applicant is holding. The asset could be: Motor Vehicle Property Land Furniture
Value	Market value of the asset.
Ownership	Percentage of ownership the applicant is holding in the asset.
Add Another Asset	An option to add more asset details.
Liabilities
Type of Liability	Liability type of an applicant.
Value ($)	Value of the liability.
Outstanding Value ($)	Outstanding value of the liability.
Ownership (%)	Percentage of ownership the applicant is holding in the liability.
Add another Liability	An option to add more liability details.
Collateral
Category	CollateralCollateral refers to the security or collateral provided by the applicants as a guarantee to enable their applications to be approved. category.
Owner Estimated Value	Estimated market value of the collateral.
Model of Vehicle	Vehicle model name.
Vehicle Make Type	Manufacturer name of the vehicle.
Vehicle Year	Vehicle manufacture year.

To add expense / income details:

• From the Income Type list, select the income source of the applicant.
• In the Share of Income (%) field, enter the percentage of applicants income.
• In the Gross income ($) field, enter the applicants gross income.
• In the Net Income ($) field, enter the applicants net income.
• From the Frequency list, select the income frequency.
• Click Save to update the income details.

Note: To add new income details, click button.

7. In the Expense section, from the Type of expense list, select the applicants expense.
8. In the Share of expense (%) field, enter the percentage of applicants expense.
9. In the Total expense value ($) field, enter the applicants expense value.
10. From the Frequency list, select the expense frequency.

Note: To add new expense details, click button.

Field Description

Field Name	Description
Income
Income Type	Income type of the applicant. The income type could be: Rent Investment Inheritance Business
Share of Income (%)	ApplicantAn applicant refers to an individual or a non-individual (organization or trust) who has applied for one or more main lines.'s share in the income.
Gross Income	Gross amount of income earned.
Net Income	Net amount of income.
Frequency	Income frequency of the applicant. The frequency could be: Monthly Quarterly Half Yearly Yearly
Add other income	An option to add more income details.
Expense
Type of Expense	Expenditure type of an applicant.
Share of Expenses (%)	Percentage of ownership the applicant has on expenses.
Total Expense Value	Total expense value of applicant.
Frequency of Expense	Expense frequency of the applicant. The frequency could be: Monthly Weekly Yearly
Add Another Expense	An option to add more expense details.

To register a user

• The Register section appears. From the Salutation list, select the applicants name prefix.
• In the First Name field, enter the applicants first name.
• In the Last Name field, enter the applicants last name.
• From the Gender list, select the applicants gender.
• In the Date field, select the birth date of the applicant.
• In the Email field, enter the email address.

Note: To receive marketing communication from the bank, select the check box

• In the Enter Password field, enter the password

Note: Click the Password policy, to view the password policy.

• From the Select security questionlist select the security question.
• In the Enter Answer field, enter the answer corresponding to the security question.
• To enable the terms and conditions, select the Accept Terms and Conditions check box.
• Click Register and Continue.

Copyright Information

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