Proposal Sandbox (Search for a Solve)

Navigation: The User Interface > What is in Simplicity > Toolbar > Clients (Browse) > Client Dashboard > Obligations >

Proposal Sandbox (Search for a Solve)

Show/Hide Hidden Text

oProposal Sandbox Feature allows the user to quickly make changes to the instalments and interest rates of the client's obligations in order to find a solve for the client's proposal.

oA Pro-rata calculation is done automatically if the proposal does not solve on the Task Team rules.

oOnce a solve is found, either Task Team rules or Pro-rata, and the save button is pressed, the client's affordability will be locked on the new figure, the user can then adjust the budget in order to match this new figure.

An example of the Proposal Sandbox window with a proposal that solves on the Task Team rule set

Plus18 The following can be found on the Proposal Sandbox browse:

· insert1 Insert Unproposed PDA-Paid Account:

oAllows the user to insert Unproposed PDA-Paid Account from Sandbox.

· Change Change instalment of the selected creditor:

oAllows the user to make changes to and lock the instalment and/or interest rate of the selected obligation.

· ClearoverridesSearchSolve Clear Overrides:

oThis control allows the user to do the following:

oSet all interest rates - Sets all obligation interest rates to original, default, minimum.

oClear All Overrides - Clears the overrides of all the obligations

oClear Instalment Override - Clears the overrides of the selected obligation

· SearchForSolveCalulate Calculate Proposed Instatement:

o This control allows the user to do the following:

oUse Original Interest - Inserts the original interest rates into the proposed interest rate field.

oUse Account Type Formula - Calculates the proposed instalment according to the rule specified in the NCA account type master table of the corresponding account type, this applies to all non-overridden obligations.

· CSV Export detailed proposal to CSV:

oAllows the user to export the current proposal to an excel spreadsheet.

·Affordability:

oThis field displays the leads original/current affordability figure.

·Test Affordability:

oAllows the user to edit the affordability being used for the "Proposal Sandbox" feature.

oIf the test affordability in this window is altered and then saved, the lead's affordability will then be locked on the changed amount, allowing the user to make adjustments to the lead's budget in order to match the new locked affordability, the affordability will be unlocked when the current affordability matches the new one.

·Difference:

oThis field displays the difference between the original/current affordability and the test affordability.

· DCRSNotif