1. Overview

This screen allows you to modify the details of an existing loan payout (disbursement) instruction. This is typically used to correct information or update the status of a payout before it has been fully processed by the Payout Service Provider (CSP).

2. Before You Begin: Prerequisites

• Security Permissions: To access this page, the user's role must have the following resources enabled:
  • Navigation: Setup > Security > Roles > Edit
  • Required Resources:
    • Manage Payout Instructions
    • View Payout Instructions

3. Navigation

1. Go to Client Administration and search for the existing client.
2. Highlight the client and click the Loans button.
3. Highlight the relevant loan from the list.
4. Click the Payout Instruction button.
5. On the Payout Instructions list, highlight the specific instruction you wish to edit.
6. Click the Edit Payout Instruction button.

4. Payout Instruction Values

This section contains the fields that can be modified for the selected payout instruction.

5. Record Details (Read-Only)

This section provides a non-editable audit trail of the record's history for informational purposes.

6. Saving Changes

• After making the necessary edits, click the Update or Save button to confirm the changes.
• To exit without saving, click the Cancel or Back button.