A retail finance application raised against a sale: it records what the customer asked for and what the financier granted as parallel requested/approved/disbursed sets of amount, down payment, interest rate, tenure and EMI, and links the sale through OrderId and InvoiceId plus the financier through FinanceProviderId and FinancerSchemeId. It is live and wired into order-to-cash: creating one, changing its DisbursedAmount, or deleting it pushes the financed amount back onto the linked Order and Invoice, and when an invoice is raised for an order the platform re-tags the order's finance cases with the new InvoiceId. OrderId, InvoiceId, BranchId and PartnerAccountId are frozen after creation, and the partner/branch pairing is validated on insert.
Fields
| Field | Label | Type | Required | What it does |
|---|
AccountId | Account | Lookup → Account | | |
ApprovalRemarks | Approval Remarks | Text | | |
ApprovedAmount | Approved Amount | Currency | | |
ApprovedById | Approved By | Lookup | | |
ApprovedDownPayment | Approved Down Payment | Currency | | |
ApprovedInterestRate | Approved Interest Rate | Decimal | | |
ApprovedTenureMonths | Approved Tenure (In Months) | Number | | |
BranchId | Branch | Lookup → Branch | | |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DeclinedById | Declined By | Lookup | | |
DeclinedRemarks | Declined Remarks | Text | | |
DisbursedAmount | Disbursed Amount | Currency | | The amount the financier actually paid out, and the only field on the case that drives anything downstream: changing it re-pushes the financed amount onto the linked Order and the linked Invoice. Creating or deleting the case does the same. |
DisbursementDate | Disbursement Date | Date | | |
DisbursementNumber | Disbursement Number | Text | | |
EMIOnApprovedAmount | EMI on Approved Amount | Currency | | |
EMIOnDisbursedAmount | EMI on Disbursed Amount | Currency | | |
EMIOnRequestedAmount | EMI on Requested Amount | Currency | | |
ExternalId | External | Text | | |
FinanceProviderId | Finance Provider | Lookup → Financer | | The Financer funding this case. Where the customer has gone to a lender that is not on the master, OtherFinancer holds the name as free text instead - so a case can be financed with this left empty. |
FinancerSchemeId | Financer Scheme | Lookup → FinancerScheme | | The financier's product the case is written under. Nothing validates the case's amount or tenure against that scheme's minimum and maximum bounds - the scheme entity is never loaded by any code - so the bounds are advisory. |
FinanceSchemeId | Finance Scheme | Lookup | | A second scheme reference distinct from FinancerSchemeId, with no code reading either; where both are populated nothing reconciles them. Prefer FinancerSchemeId, which is the one that maps to the FinancerScheme master. |
Id | Id | Guid | Yes | |
InvoiceId | Invoice | Lookup → Invoice | | The invoice the financed sale was billed on. It is usually not chosen by hand - when an invoice is raised for the case's order, the platform stamps the new invoice onto the order's finance cases that do not already have one. It is frozen against edits after creation. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | |
OrderId | Order | Lookup → Order | | The sales order being financed; it is the key the platform uses to find the case when an invoice is later raised. Frozen against edits after creation, along with the invoice, branch and partner-account links. |
OtherFinancer | Other Financer | Text | | Free-text name of a lender that is not on the Financer master, used instead of FinanceProviderId. Because it is unstructured it will not join to anything, so cases recorded this way are invisible to any analysis grouped by financier. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | The company that owns the case, validated against the chosen branch on insert and frozen thereafter. This is the company dimension, not the applicant - the customer applying for finance is AccountId. |
RecordTypeId | Record Type | Guid, hidden | | |
RequestedAmount | Requested Amount | Currency | | |
RequestedDownPayment | Requested Down Payment | Currency | | |
RequestedInterestRate | Requested Interest Rate | Decimal | | |
RequestedTenureMonths | Requested Tenure (In Months) | Number | | |
Status | Status | PickList | | Where the application stands - draft, documentation, approval in process, declined or approved. |
TenureMonths | Tenure Months | PickList | | A picklist of standard tenures held separately from the numeric RequestedTenureMonths and ApprovedTenureMonths, which are what the requested and approved terms actually record. Nothing keeps this in step with them. Values: 12, 24, 36, 48, 60, 72, 84. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit in page |
EditInList | Edit | EditInline | Edit |
EditListRow | Edit | Edit | EditListRow |
New | New | New | New |
Validations
| Validation | Applies to | Error message | Notes |
|---|
| Disbursed Amount Validation | DisbursedAmount, Error | Disbursed Amount cannot be greater than the Requested Amount | Disbursed Amount Validation |
| XM_DownPaymentAmountValidation | RequestedDownPayment, Error | Requested Down Payment cannot be Negative | Requested Down Payment cannot be Negative |
| EMI Amount Rule Validation | EMIOnRequestedAmount, Error | EMI Amount should be less than or Equal to Disbursed Amount | EMI Amount Validation |
| XM_RequestedAmountValidation | RequestedAmount, Error | Requested Amount cannot be Negative. | Requested Amount cannot be Negative |
| Tenure Rule Validation | AccountId, Error | Tenure should not be less than 1 | Account Tenure must be greater than 1 month. |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| Branch For Partner Account | BranchId | Branch For Partner Account |
| Customer Account Filter | AccountId | |
| Partner Account | PartnerAccountId | |
