Path: Setup > Clients > Status Workflow Batch Rule > Edit Workflow Qualification Rule

This section allows you to modify an existing client status rule.

Security: The security option for these settings is located under the Report Section within Role Setup > Client Status Workflow Batch Rule.

General

• Description: Enter or update the description for this Qualification Rule.
• Rule Type: Select the appropriate rule type: Positive, Negative, or Special. The chosen type will dynamically display relevant rule options under "Rules Applicable."
• Enabled: Select this checkbox to enable (activate) the Qualification Rule. Uncheck it to disable the rule.

Rules Applicable

• All Loans Paid on Time: Select this checkbox to activate the "All Loans Paid on Time" condition for this rule.
  • No. of Months to consider: If "All Loans Paid on Time" is enabled, enter the number of months the system should consider when evaluating this rule.

Buttons

• Cancel: Click to cancel your changes and return to the previous page without saving.
• Save: Click to save the updated information for this client status rule.