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Rollover Preferences
The rollover specifications for a loan account will apply to all loan accounts opened under the
product.
Auto/Manual Rollover
You have the option to rollover the loan manually or instruct the system to do an automatic
rollover. If you choose the do an auto rollover, then upon maturity of the loan, the system will
automatically rollover the account.
The rollover will happen as part of the Rollover Batch executed at BOD or EOD, depending on
your requirement.
Rollover Type
The following options are available:
 Custom: This determines if the Rolled over amount will include the unpaid components of
the product. The option list provided will display the components relevant to the product
from which you can choose the components that are to be rolled over.
 Special: Choose this option to indicate that a special amount is to be rolled over. The
amount is captured at the account level when the actual rollover is initiated.
Rollover Comp
This allows the user to select the components that are to be rolled over(only for auto rollover)
Rollover By
This is applicable if you have opted for automatic rollover. You have to specify the unit based on
which Rollover will be triggered. The options are:
 Days
 Months
 Quarters
 Semi Annuals
 Years
UDE Type
Here, you need to specify whether UDE Values for the new (rolled over) loan should be defaulted
from the product or from the original loan account/contract that is being rolled over.
Schedule Basis
You should also specify the schedule basis for the rolled over loan. The new loan can inherit the
schedules from the loan product or you can apply the schedules maintained for the original loan
itself.
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