Technical Design Document

Description: Defines the category of the advance plan, which determines the overall behaviour and deposit structure.

Control Properties:

• Default Value: —
• Data Source: MasterDataValue
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • Filtered by MasterDataCategory = ADP Plan Type
• User Entry: Selection from dropdown
• Mandatory: Yes
• Options: Value-Based Plan, Weight-Based Plan, Customer Deposit Plan (Confirm options with team)

Behavior:

• If Value-Based Plan → plan operates on monetary value.
• If Weight-Based Plan → plan operates on metal weight.
• If Customer Deposit Plan → plan operates as a customer deposit scheme.

Saved in & as:

• emaADPPlanHDR → MasterDataValueID_ADPPlanType

Description: The full descriptive name of the advance plan.

Control Properties:

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes
• Allowed Characters: Alphanumeric

Behavior: No conditional visibility.
Validation: Must not be blank. Must be unique across active plans. (Confirm uniqueness constraint with team)
Saved in & as:

• emaADPPlanHDR → Name

Description: An abbreviated identifier for the advance plan, used in lists and reports.

Control Properties:

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes
• Allowed Characters: Alphanumeric

Behavior: No conditional visibility.
Validation: Must not be blank.
Saved in & as:

• emaADPPlanHDR → ShortName

Description: Specifies whether the deposit collected from the customer is in the form of metal or monetary amount.

Control Properties:

• Default Value: —
• Data Source: MasterDataValue
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • Filtered by MasterDataCategory = ADP Plan Customer Deposit Type
• User Entry: Selection from dropdown
• Mandatory: Yes
• Options: Metal Deposit, Amount Deposit (Confirm options with team)

Behavior:

• If Metal Deposit → plan collects metal as deposit.
• If Amount Deposit → plan collects monetary amount as deposit.

Saved in & as:

• emaADPPlanHDR → MasterDataValueID_ADPPlanCustomerDepositType

Description: A numeric rotation identifier for the plan, used to differentiate plan cycles or batches.

Control Properties:

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes (Confirm mandatory status with team)
• Allowed Characters: Numeric

Behavior: No conditional visibility.
Validation: Must be a positive integer.
Saved in & as:

• emaADPPlanHDR → RotationNo

Description: Defines how the plan's collection amounts are structured — either as fixed instalments or as open contributions.

Control Properties:

• Default Value: —
• Data Source: MasterDataValue
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • Filtered by MasterDataCategory = ADP Plan Structure Type
• User Entry: Selection from dropdown
• Mandatory: Yes
• Options: Installment-Based, Open Contribution (Confirm options with team)

Behavior:

• If Installment-Based → Total No. of Installments field becomes visible and mandatory. Instalment rule configuration sections are activated.
• If Open Contribution → Total No. of Installments is hidden.

Saved in & as:

• emaADPPlanHDR → MasterDataValueID_ADPPlanStructureType

Description: Specifies the total number of instalments in the plan. This value drives the generation of instalment rows in the detail grid.

Control Properties:

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes (when Plan Structure Type = Installment-Based)
• Allowed Characters: Numeric

Behavior: Visible only when Plan Structure Type = Installment-Based. On entry, generates the corresponding number of instalment rows in the instalment detail grid.
Validation: Must be a positive integer greater than 0.
Saved in & as:

• emaADPPlanHDR → TotalInstallmentCount

Description: Defines the plan's maturity duration in days from enrolment.

Control Properties:

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes (Confirm mandatory status with team)
• Allowed Characters: Numeric

Behavior: No conditional visibility.
Validation: Must be a positive integer.
Saved in & as:

• emaADPPlanHDR → MaturityPeriodInDays

Description: Indicates whether the plan is eligible for lucky draw participation.

Control Properties:

• Default Value: Unchecked (False)
• User Entry: User can Check/Uncheck
• Mandatory: No

Behavior:

• Checked (True): Plan is marked as eligible for lucky draw.
• Unchecked (False): Plan is not eligible for lucky draw.

Saved in & as:

• emaADPPlanHDR → IsLuckyDrawApplicable

Description: Indicates whether an enrollment gift is offered upon joining this plan.

Control Properties:

• Default Value: Unchecked (False)
• User Entry: User can Check/Uncheck
• Mandatory: No

Behavior:

• Checked (True): Enrolment gift feature is enabled for this plan.
• Unchecked (False): Enrolment gift feature is disabled.

Saved in & as:

• emaADPPlanHDR → HasEnrollmentGift

Description: Determines whether a rate-fixing option is available for this plan.

Control Properties:

• Default Value: Unchecked (False)
• User Entry: User can Check/Uncheck
• Mandatory: No

Behavior:

• Checked (True): Enables the Partial Rate Fixing Allowed checkbox.
• Unchecked (False): Disables and hides Partial Rate Fixing Allowed checkbox.

Saved in & as:

• emaADPPlanHDR → IsRateFixingAllowed

Description: Indicates whether partial rate fixing is permitted, i.e. only a portion of the holding can be rate-fixed.

Control Properties:

• Default Value: Unchecked (False)
• User Entry: User can Check/Uncheck
• Mandatory: No

Behavior: Visible only when Rate Fixing Allowed = Checked (True).

• Checked (True): Partial rate fixing is allowed.
• Unchecked (False): Only full rate fixing is allowed.

Saved in & as:

• emaADPPlanHDR → IsPartialRateFixingAllowed

Description: Controls whether a maturity payout is disbursed to the plan member upon plan completion.

Control Properties:

• Default Value: Unchecked (False)
• User Entry: User can Check/Uncheck
• Mandatory: No

Behavior:

• Checked (True): Enables the Maturity Payout Calculation Method dropdown.
• Unchecked (False): Hides and disables the Maturity Payout Calculation Method dropdown.

Saved in & as:

• emaADPPlanHDR → AllowMaturityPayout

Description: Specifies the method used to calculate the maturity payout amount.

Control Properties:

• Default Value: —
• Data Source: MasterDataValue
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • Filtered by MasterDataCategory = ADP Maturity Payout Calculation Method
• User Entry: Selection from dropdown
• Mandatory: Yes (when Allow Maturity Payout = Checked)
• Options: (Confirm options with team)

Behavior: Visible only when Allow Maturity Payout = Checked (True).
Saved in & as:

• emaADPPlanHDR → MasterDataValueID_MaturityPayoutCalculationMethod

Description: Indicates whether an instalment discount scheme applies to this plan.

Control Properties:

• Default Value: Unchecked (False)
• User Entry: User can Check/Uncheck
• Mandatory: No

Behavior:

• Checked (True): Reveals the Discount Installment Count textbox and the Installment Discount Distribution popup/section.
• Unchecked (False): Hides Discount Installment Count and Discount Distribution section.

Saved in & as:

• emaADPPlanHDR → IsInstallmentDiscountApplicable

Description: Specifies how many instalments are eligible for a discount.

Control Properties:

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes (when Installment Discount Applicable = Checked)
• Allowed Characters: Numeric

Behavior: Visible only when Installment Discount Applicable = Checked (True). On entry, generates the corresponding number of discount rows in the Installment Discount Distribution popup.
Validation: Must be ≤ Total No. of Installments.
Saved in & as:

• emaADPPlanHDR → DiscountInstallmentCount

Description: Controls whether a commission is applicable for this advance plan.

Control Properties:

• Default Value: Unchecked (False)
• User Entry: User can Check/Uncheck
• Mandatory: No

Behavior:

• Checked (True): Reveals Commission Calculation Method, Commission Trigger Event, Commission Value, and the per-instalment Commission Value grid.
• Unchecked (False): Hides all commission-related fields.

Saved in & as:

• emaADPPlanHDR → IsCommissionApplicable

Description: Defines how the commission amount is calculated — as a fixed amount or a percentage.

Control Properties:

• Default Value: —
• Data Source: MasterDataValue
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • Filtered by MasterDataCategory = ADP Commission Calculation Method
• User Entry: Selection from dropdown
• Mandatory: Yes (when Commission Applicable = Checked)
• Options: Fixed Amount, Percentage (Confirm options with team)

Behavior: Visible only when Commission Applicable = Checked (True).
Saved in & as:

• emaADPPlanHDR → Comission_MasterDataValueID_CalculationType

Description: Specifies the business event that triggers the commission calculation and payment.

Control Properties:

• Default Value: —
• Data Source: MasterDataValue
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • Filtered by MasterDataCategory = ADP Commission Trigger Event
• User Entry: Selection from dropdown
• Mandatory: Yes (when Commission Applicable = Checked)
• Options: On Enrollment, On Collection, Per Installment (Confirm options with team)

Behavior: Visible only when Commission Applicable = Checked (True).

• If Per Installment → the per-instalment commission value grid is shown (one row per instalment with individual Commission Value input).
• If On Enrollment or On Collection → a single Commission Value textbox is shown.

Saved in & as:

• emaADPPlanHDR → MasterDataValueID_ADPCommissionTriggerEvent

Description: The fixed commission amount or percentage applicable at the header level (used when Commission Trigger Event ≠ Per Installment).

Control Properties:

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes (when Commission Trigger Event = On Enrollment or On Collection)
• Allowed Characters: Numeric (decimal)

Behavior: Visible only when Commission Applicable = Checked AND Commission Trigger Event ≠ Per Installment.
Saved in & as:

• emaADPPlanHDR → CommissionValue

Description: Defines whether the plan has an unlimited or limited enrolment capacity.

Control Properties:

• Default Value: —
• Data Source: MasterDataValue
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • Filtered by MasterDataCategory = ADP Enrollment Limit
• User Entry: Selection from dropdown
• Mandatory: Yes
• Options: Unlimited, Limited (Confirm options with team)

Behavior:

• If Unlimited → Maximum Enrollment Count field is hidden.
• If Limited → Maximum Enrollment Count textbox becomes visible and mandatory.

Saved in & as:

• emaADPPlanHDR → MasterDataValueID_ADPEnrollmentLimit

Description: Specifies the maximum number of member enrolments permitted for this plan.

Control Properties:

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes (when ADP Enrollment Limit = Limited)
• Allowed Characters: Numeric

Behavior: Visible only when ADP Enrollment Limit = Limited.
Validation: Must be a positive integer.
Saved in & as:

• emaADPPlanHDR → MaximumEnrollmentCount

Description: Sets the default instalment rule type applied to all instalments in the plan. This drives which input fields are shown in the instalment rule configuration section.

Control Properties:

• Default Value: —
• Data Source: MasterDataValue
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • Filtered by MasterDataCategory = ADP Installment Rule Type
• User Entry: Selection from dropdown
• Mandatory: Yes
• Options: Fixed Selection, Ranged Selection, Predefined Term Amount, Progressive Term Formula (Confirm options with team)

Behavior:

• If Fixed Selection → Amount textbox and Add button shown; saved amounts listed in grid.
• If Ranged Selection → Starting Amount, Ending Amount, Multiple With textboxes shown.
• If Predefined Term Amount → per-instalment Amount grid with editable Amount per row.
• If Progressive Term Formula → Starting Amount, Ending Amount, Multiple With textboxes plus per-instalment Progression Type, Calculation Type, Progressive Value grid (from instalment 2 onwards).

Saved in & as:

• emaADPPlanHDR → MasterDataValueID_ADPInstallmentRuleType

Description: Enables the early plan closure feature, revealing the closure eligibility condition configuration popup.

Control Properties:

• Default Value: Unchecked (False)
• User Entry: User can Check/Uncheck
• Mandatory: No

Behavior:

• Checked (True): Reveals the Early Plan Closure configuration popup (Closure Eligibility Basis, Comparison Operator, Value, Connector rows, Expression display).
• Unchecked (False): Hides all early closure configuration fields.

Saved in & as:

• emaADPPlanHDR → AllowEarlyPlanClosure

Description: Specifies the maximum number of plan enrolments allowed per individual member.

Control Properties:

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: No (Confirm mandatory status with team)
• Allowed Characters: Numeric

Behavior: Visible only when Allow Early Plan Closure popup is active. (Confirm placement — UI Page 2 suggests this is near the early closure popup)
Saved in & as:

• emaADPPlanHDR → MaximumEnrollmentCount (Confirm — may be a separate member-level limit column)

Description: Defines the type of collection window used for instalment collection scheduling.

Control Properties:

• Default Value: —
• Data Source: MasterDataValue
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • Filtered by MasterDataCategory = ADP Collection Window Type
• User Entry: Selection from dropdown
• Mandatory: Yes
• Options: Calendar Window, Relative Days Window, Open Collection (Confirm options with team)

Behavior:

• If Calendar Window → From Day (1st dropdown, 1–30) and To Day (1st dropdown, 1–30) plus second From Day / To Day pair are shown.
• If Relative Days Window → From Day and To Day dropdowns are shown.
• If Open Collection → Collection window day fields are hidden.

Saved in & as:

• emaADPPlanRuleDTL → MasterDataValueID_ADPCollectionWindowType

Description: The start day of the primary collection window period (day of month, 1–30).

Control Properties:

• Default Value: —
• Data Source: MasterDataValue (Day)
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • Options: 1 through 30
• User Entry: Selection from dropdown
• Mandatory: Yes (when Collection Window Type = Calendar Window or Relative Days Window)

Behavior: Visible only when Collection Window Type ≠ Open Collection.
Saved in & as:

• emaADPPlanRuleDTL → From_MasterDataValueID_Day

Description: The end day of the primary collection window period (day of month, 1–30).

Control Properties:

• Default Value: —
• Data Source: MasterDataValue (Day)
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • Options: 1 through 30
• User Entry: Selection from dropdown
• Mandatory: Yes (when Collection Window Type = Calendar Window or Relative Days Window)

Behavior: Visible only when Collection Window Type ≠ Open Collection.
Saved in & as:

• emaADPPlanRuleDTL → To_MasterDataValueID_Day

Description: The number of days after the collection window close before the instalment is considered overdue.

Control Properties:

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: No (Confirm mandatory status with team)
• Allowed Characters: Numeric

Saved in & as:

• emaADPPlanRuleDTL → CollectionCutoffPeriodInDays

Description: The minimum number of days that must elapse between successive instalment collections.

Control Properties:

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: No
• Allowed Characters: Numeric

Saved in & as:

• emaADPPlanRuleDTL → MinimumInstallmentGapInDays

Description: When enabled, the plan membership is automatically deactivated if the member misses a defined number of collections.

Control Properties:

• Default Value: Unchecked (False)
• User Entry: User can Check/Uncheck
• Mandatory: No

Behavior:

• Checked (True): Reveals Max Missed Installments, Max Overdue Days, and Max Missed Collection Occurrences fields.
• Unchecked (False): Hides Max Missed Installments, Max Overdue Days, and Max Missed Collection Occurrences fields.

Saved in & as:

• emaADPPlanRuleDTL → IsAutoDeactivateOnMissedCollection

Description: Maximum number of missed instalments before automatic deactivation is triggered.

Control Properties:

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes (when Auto Deactivate on Missed Collections = Checked)
• Allowed Characters: Numeric

Behavior: Visible only when Auto Deactivate on Missed Collections = Checked.
Saved in & as:

• emaADPPlanRuleDTL → MaxMissedInstallmentCount

Description: Maximum number of overdue days allowed before auto-deactivation is triggered.

Control Properties:

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes (when Auto Deactivate on Missed Collections = Checked)
• Allowed Characters: Numeric

Behavior: Visible only when Auto Deactivate on Missed Collections = Checked.
Saved in & as:

• emaADPPlanRuleDTL → MaxOverdueDays

Description: Maximum number of times a member can miss a collection window before auto-deactivation triggers.

Control Properties:

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes (when Auto Deactivate on Missed Collections = Checked)
• Allowed Characters: Numeric

Behavior: Visible only when Auto Deactivate on Missed Collections = Checked.
Saved in & as:

• emaADPPlanRuleDTL → MaxMissedCollectionOccurrences

Description: When checked, the member account itself (not just the plan membership) is auto-deactivated after a defined period.

Control Properties:

• Default Value: Unchecked (False)
• User Entry: User can Check/Uncheck
• Mandatory: No

Behavior:

• Checked (True): Reveals Member Auto Deactivation Period (Days) field.
• Unchecked (False): Hides Member Auto Deactivation Period (Days) field.

Saved in & as:

• emaADPPlanRuleDTL → IsAutoDeactivateMember

Description: The number of days after which a member is automatically deactivated if the plan conditions are breached.

Control Properties:

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes (when Auto Deactivate Member = Checked)
• Allowed Characters: Numeric

Behavior: Visible only when Auto Deactivate Member = Checked.
Saved in & as:

• emaADPPlanRuleDTL → MemberAutoDeactivationPeriodInDays

Description: Permits collection of outstanding overdue instalments.

Control Properties:

• Default Value: Unchecked (False)
• User Entry: User can Check/Uncheck
• Mandatory: No

Behavior:

• Checked (True): Reveals Max Pending Installments Allowed textbox.
• Unchecked (False): Hides Max Pending Installments Allowed textbox.

Saved in & as:

• emaADPPlanRuleDTL → IsPendingInstallmentCollectionAllowed

Description: Maximum number of pending instalments that can be collected in one transaction.

Control Properties:

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes (when Allow Collection of Pending Installments = Checked)
• Allowed Characters: Numeric

Behavior: Visible only when Allow Collection of Pending Installments = Checked.
Saved in & as:

• emaADPPlanRuleDTL → MaxPendingInstallmentCollectionCount

Description: Permits collection of future (advance) instalments ahead of their scheduled date.

Control Properties:

• Default Value: Unchecked (False)
• User Entry: User can Check/Uncheck
• Mandatory: No

Behavior:

• Checked (True): Reveals Max Advance Installments Allowed textbox.
• Unchecked (False): Hides Max Advance Installments Allowed textbox.

Saved in & as:

• emaADPPlanRuleDTL → IsAdvanceInstallmentCollectionAllowed

Description: Maximum number of advance instalments permitted in a single collection.

Control Properties:

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes (when Allow Collection of Advance Installments = Checked)
• Allowed Characters: Numeric

Behavior: Visible only when Allow Collection of Advance Installments = Checked.
Saved in & as:

• emaADPPlanRuleDTL → MaxAdvanceInstallmentCollectionCount

Description: Allows partial payment of an instalment amount.

Control Properties:

• Default Value: Unchecked (False)
• User Entry: User can Check/Uncheck
• Mandatory: No

Behavior:

• Checked (True): Reveals Max Partial Payments Per Installment textbox.
• Unchecked (False): Hides Max Partial Payments Per Installment textbox.

Saved in & as:

• emaADPPlanRuleDTL → IsPartialInstallmentCollectionAllowed

Description: Maximum number of partial payments allowed per instalment.

Control Properties:

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes (when Allow Partial Installment Collection = Checked)
• Allowed Characters: Numeric

Behavior: Visible only when Allow Partial Installment Collection = Checked.
Saved in & as:

• emaADPPlanRuleDTL → MaxPartialPaymentsPerInstallment

Description: A fixed instalment amount option that the plan member will select from during enrolment.

Control Properties:

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes (when Installment Rule Type = Fixed Selection)
• Allowed Characters: Numeric (decimal)

Behavior: Visible only when Installment Rule Type = Fixed Selection. The user enters an amount and clicks Add; each added amount creates one row in the display grid and one record in emaADPPlanInstallmentRuleValueDTL.
Saved in & as:

• emaADPPlanInstallmentRuleValueDTL → InstallmentAmount

Description: The minimum (starting) instalment amount for Ranged Selection or Progressive Term Formula rule types.

Control Properties:

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes (when Installment Rule Type = Ranged Selection or Progressive Term Formula)
• Allowed Characters: Numeric (decimal)

Behavior: Visible only when Installment Rule Type = Ranged Selection or Progressive Term Formula.
Saved in & as:

• emaADPPlanInstallmentRuleValueDTL → StartingInstallmentAmount

Description: The maximum (ending) instalment amount for Ranged Selection or Progressive Term Formula rule types.

Control Properties:

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes (when Installment Rule Type = Ranged Selection or Progressive Term Formula)
• Allowed Characters: Numeric (decimal)

Behavior: Visible only when Installment Rule Type = Ranged Selection or Progressive Term Formula.
Saved in & as:

• emaADPPlanInstallmentRuleValueDTL → EndingInstallmentAmount

Description: Defines the increment step for Ranged Selection; the collected amount must be a multiple of this value within the defined range.

Control Properties:

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: No (optional for Ranged Selection)
• Allowed Characters: Numeric (decimal)

Behavior: Visible only when Installment Rule Type = Ranged Selection or Progressive Term Formula.
Saved in & as:

• emaADPPlanInstallmentRuleValueDTL → MultipleWith

Description: A per-instalment amount grid where each instalment row has an editable Amount field. The number of rows equals Total No. of Installments.

Control Properties:

• Default Value: Empty per row
• User Entry: Manual input per row
• Mandatory: Yes (when Installment Rule Type = Predefined Term Amount)
• Allowed Characters: Numeric (decimal)

Behavior: Visible only when Installment Rule Type = Predefined Term Amount. One editable Amount cell per instalment row. Each row generates a separate emaADPPlanInstallmentRuleDTL record and a corresponding emaADPPlanInstallmentRuleValueDTL record.
Saved in & as:

• emaADPPlanInstallmentRuleValueDTL → InstallmentAmount (one row per instalment)

Description: A grid shown when Installment Rule Type = Progressive Term Formula. Rows are generated from instalment 2 through Total No. of Installments (instalment 1 uses the Starting Amount). Each row has Progression Type (dropdown), Calculation Type (dropdown), and Progressive Value (textbox).

Progression Type (Single Selection Dropdown per row)

• Data Source: MasterDataValue
• Filter Condition: Active = True, MasterDataCategory = ADP Installment Progression Type
• Options: Increase, Decrease (Confirm options with team)
• Mandatory: Yes (when row is active)
• Saved in: emaADPPlanInstallmentRuleValueDTL → MasterDataValueID_ADPInstallmentProgressionType

Calculation Type (Single Selection Dropdown per row)

• Data Source: MasterDataValue
• Filter Condition: Active = True, MasterDataCategory = ADP Calculation Type
• Options: Percent, Fixed Amount (Confirm options with team)
• Mandatory: Yes (when row is active)
• Saved in: emaADPPlanInstallmentRuleValueDTL → MasterDataValueID_CalculationType

Progressive Value (Textbox per row)

• Allowed Characters: Numeric (decimal)
• Mandatory: Yes (when row is active)
• Saved in: emaADPPlanInstallmentRuleValueDTL → ProgressionValue

Additional Behavior: Each row also generates an emaADPPlanInstallmentRuleValueFormulaDTL record for the formula expression components.

Description: When Commission Trigger Event = Per Installment, a grid is displayed showing each instalment number and an editable Commission Value/Percentage textbox.

Control Properties:

• Default Value: Empty per row
• User Entry: Manual input per row
• Mandatory: Yes (when Commission Trigger Event = Per Installment)
• Allowed Characters: Numeric (decimal)

Behavior: Visible only when Commission Applicable = Checked AND Commission Trigger Event = Per Installment. Number of rows = TotalInstallmentCount.
Saved in & as:

• emaADPPlanInstallmentDTL → CommissionValue (one row per instalment)

Description: A grid showing each instalment number with two checkbox columns — Block Online and Block Offline — to restrict which collection channels are available per instalment.

Control Properties:

• Default Value: Unchecked per cell
• User Entry: User can Check/Uncheck per cell
• Mandatory: No

Behavior: One row per instalment. Checking Block Online sets IsOnlineCollectionBlocked = True for that instalment. Checking Block Offline sets IsOfflineCollectionBlocked = True.
Saved in & as:

• emaADPPlanInstallmentDTL → IsOnlineCollectionBlocked (per instalment row)
• emaADPPlanInstallmentDTL → IsOfflineCollectionBlocked (per instalment row)

Description: A grid displaying each action type (Enrollment, Collection, Closing) with Online and Offline checkbox columns to control which channels are permitted per action.

Control Properties:

• Default Value: Unchecked per cell
• User Entry: User can Check/Uncheck per cell
• Mandatory: No

Behavior: One row per action type. Checking Online = unchecked means channel is allowed; checking Block means channel is blocked. (Confirm whether checkbox = Blocked or checkbox = Allowed with team)
Saved in & as:

• emaADPPlanChannelAccessDTL → MasterDataValueID_ADPActionType (one row per action type)
• emaADPPlanChannelAccessDTL → IsOnlineBlocked
• emaADPPlanChannelAccessDTL → IsOfflineBlocked

Description: A popup that appears when Installment Discount Applicable = Checked. Displays a grid of instalments (count = Discount Installment Count) with a checkbox selector and a Discount Percentage input per row.

Visible when: Installment Discount Applicable = Checked (True).

• Select (Checkbox per row): Allows marking which instalments receive the discount.
• Installment (Read only label): Instalment term label (e.g. Installment Term 1, 2, 3…).
• Discount Percentage (Textbox per row): The discount percentage applied to the selected instalment.
  • Allowed Characters: Numeric (decimal)
  • Mandatory: Yes (when row is selected)
  • Saved in: emaADPPlanInstallmentDTL → DiscountPercentage and IsInstallmentDiscountApplicable = True

Description: A popup that appears when Allow Early Plan Closure = Checked. Allows the user to define one or more eligibility conditions for early closure, combined with logical connectors, and displays the resulting expression.

Visible when: Allow Early Plan Closure = Checked (True).

Closure Eligibility Basis (Single Selection Dropdown):

• Data Source: MasterDataValue, filtered by MasterDataCategory = ADP Closure Eligibility Basis
• Options: (Confirm options with team)
• Mandatory: Yes
• Saved in: emaADPPlanEarlyClosureConditionDTL → MasterDataValueID_ADPClosureEligibilityBasis

Comparison Operator (Single Selection Dropdown):

• Data Source: MasterDataValue, filtered by MasterDataCategory = Comparison Operator
• Options: =, ≠, >, <, ≥, ≤ (Confirm options with team)
• Mandatory: Yes
• Saved in: emaADPPlanEarlyClosureConditionDTL → MasterDataValueID_ComparisionOperator

Value (Textbox):

• Allowed Characters: Numeric (decimal)
• Mandatory: Yes
• Saved in: emaADPPlanEarlyClosureConditionDTL → Value

+ Button: Adds an additional condition row (with Connector dropdown).

Connector (Single Selection Dropdown — for additional rows):

• Data Source: MasterDataValue, filtered by MasterDataCategory = Comparison Connector
• Options: AND, OR (Confirm options with team)
• Mandatory: Yes (when second condition row is added)
• Saved in: emaADPPlanEarlyClosureConditionDTL → MasterDataValueID_ComparisionConnector

Expression (Textbox — Read only):

• Auto-generated string representation of the conditions defined above.
• Saved in: emaADPPlanHDR → EarlyPlanClosureConditionJsonFormat / EarlyPlanClosureConditionStringFormat

Sort Order: Saved in emaADPPlanEarlyClosureConditionDTL → SortOrder (auto-incremented per row).