Status:

oThis field allows the user to select a status for the obligation.

oActive: The creditor will appear on the proposal and plan as expected.

oHold: The creditor will appear on the proposal but not on the plan.

oCancelled: The creditor will not appear on the proposal or the plan.

·A few other statuses that affect the client's proposal:

oCancelled: The creditor will not appear on the proposal or the plan.

oFinal Offer Accepted: Used to perform a Final Universal Rule Set Validation

oPaid Up: Used to mark the obligation as paid up which will insert a balance change of 0 for the selected Obligation, removing the obligation from the plan only.

oProvisional Offer Accepted: Used to perform a Final Universal Rule Set Validation.

oProvisional Offer Rejected: Used to perform a Final Universal Rule Set Validation.

·Credit Provider:

oThis field allows the user to insert a credit provider for the selected obligation (Payments will be made to this creditor).

·Reference:

oAllows the user to insert a reference number used when making payments to the selected creditor.

·NCA Account Type:

oThis field allows the user to select an NCA account type for the obligation (e.g. Bond, Credit Card, Personal Loan and Vehicle).

·Agreement Type:

oThis field allows the user select the agreement type (e.g. Lawful, Unlawful and Reckless).

·Account Holder:

oThis field allows the user to specify the account holder (e.g. self, spouse, both).