Path: Setup > Clients > Status Workflow Batch Rule > Add a Qualification Rule > Positive Rule

This section explains how to set up Positive client status rules. These rules are designed to automatically update client statuses based on positive payment behavior, specifically when all loans are paid on or before their due date.

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

Positive Rule Logic: "All Loans Paid on Time"

When you select "All Loans Paid on Time", the system's batch process will change clients to the designated status if all their loans have been paid on or before their due dates within the specified "No. of Months to Consider" period. This rule operates based on the installment due date.

Example 1: "Good" Status Rule

Let's create a rule for clients whose installments are consistently paid on or before the due date.

GENERAL

• Description: Good
• Rule Type: Positive
• Enabled: Select the checkbox to enable this rule.

RULES APPLICABLE

• All Loans Paid on Time: Select the checkbox to enable this condition.
• Number of Months to Consider: Enter 3 to consider payment history over the last three months.

Example 2: "Waiting for Approval" Status Rule

This example demonstrates another scenario where a positive rule might be used, such as for clients consistently meeting payment criteria while their application is awaiting final approval.

GENERAL

• Description: Waiting for approval
• Rule Type: Positive
• Enabled: Select the checkbox to enable this rule.

RULES APPLICABLE

• All Loans Paid on Time: Select the checkbox to enable this condition.
• Number of Months to Consider: Enter 3 to consider payment history over the last three months.

Buttons

• Cancel: Click to cancel this request and return to the previous page without saving.
• Save: Click to save the information entered on this screen.