Advance Plan

Controls the active/inactive status of the Advance Plan record.

• Default Value: Checked (True)
• User Entry: User can Toggle On/Off
• Mandatory: No

• Toggled On (True): Record is Active and available for use in enrollment and collection transactions.
• Toggled Off (False): Record is Inactive and no longer available for new transactions.
• Not restricted by Roles and Rights Configuration — available to all users.

• emaADPPlanHDR → Active (bit)

Defines the category of the Advance Plan.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = ADPPlanType
• User Entry: Selection from dropdown
• Mandatory: Yes
• Options:
  • Value-Based Plan — Plan where installment amounts are defined in monetary value.
  • Weight-Based Plan — Plan where installment contributions are defined by metal weight.
  • Customer Deposit Plan — Plan where the customer makes a deposit against a purchase commitment.

• If Customer Deposit Plan → Customer Deposit Type field becomes visible and mandatory.
• If Customer Deposit Plan → Plan Structure Type is forced to "Installment-Based" and Total No. of Installments is forced to 1.
• If Value-Based Plan or Weight-Based Plan and Plan Structure Type = Open Contribution → Installment Rule Type is restricted to "Fully Flexible" or "Flexible with Limits".

• emaADPPlanHDR → MasterDataValueID_ADPPlanType

Full name of the Advance Plan.

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

• emaADPPlanHDR → Name (nvarchar(max))

Abbreviated name used for display in grids and reports.

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

• emaADPPlanHDR → ShortName (nvarchar(max))

Specifies the type of customer deposit for Customer Deposit Plan.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = ADPPlanCustomerDepositType
• User Entry: Selection from dropdown
• Mandatory: Yes (when Plan Type = Customer Deposit Plan)
• Options:
  • Metal Deposit — Customer deposits in metal weight units.
  • Amount Deposit — Customer deposits in monetary amount.

• Visible only when Plan Type = Customer Deposit Plan.
• If Metal Deposit → Rate Fixing Allowed and Partial Rate Fixing Allowed checkboxes become enabled for selection.

• emaADPPlanHDR → MasterDataValueID_ADPPlanCustomerDepositType

Rotation number identifier for the plan.

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

• emaADPPlanHDR → RotationNo (int)

Defines whether the plan is installment-based with fixed terms or allows open contributions.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = ADPPlanStructureType
• User Entry: Selection from dropdown
• Mandatory: Yes
• Options:
  • Installment-Based — Plan has a fixed number of installment terms.
  • Open Contribution — Plan allows flexible, unscheduled contributions.

• If Customer Deposit Plan → forced to "Installment-Based" (read-only).
• If Open Contribution → Total No. of Installments field is disabled.
• If Open Contribution and Plan Type = Value-Based or Weight-Based → Installment Rule Type restricted to "Fully Flexible" or "Flexible with Limits".

• emaADPPlanHDR → MasterDataValueID_ADPPlanStructureType

Specifies the total number of installment terms in the plan.

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

• Disabled when Plan Structure Type = Open Contribution.
• If Customer Deposit Plan → forced to 1 (read-only).
• Drives the number of installment rows generated in the Installment Setup section.

• emaADPPlanHDR → TotalInstallmentCount (int)

Defines the maturity duration of the plan in number of days.

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes
• Allowed Characters: Numeric (integer)

• emaADPPlanHDR → MaturityPeriodInDays (int)

Indicates whether the plan is eligible for lucky draw participation.

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

• emaADPPlanHDR → IsLuckyDrawApplicable (bit)

Indicates whether an enrollment gift is offered under this plan.

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

• emaADPPlanHDR → HasEnrollmentGift (bit)

Enables maturity payout for the plan on completion.

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

• Checked (True): Maturity Payout Calculation Method field becomes visible and mandatory.
• Unchecked (False): Maturity Payout Calculation Method is hidden.

• emaADPPlanHDR → AllowMaturityPayout (bit)

Specifies how the maturity payout amount is calculated when the plan matures.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = MaturityPayoutCalculationMethod
• User Entry: Selection from dropdown
• Mandatory: Yes (when Allow Maturity Payout = Checked)
• Options:
  • Principal Amount Only — Payout equals the total principal collected.
  • Principal and Bonus Amount — Payout includes principal plus accrued bonus.
  • Convert Weight to Amount — Payout converts accumulated metal weight to monetary value.
  • Based on Closing — Payout is calculated at the time of plan closing.

• Visible only when Allow Maturity Payout = Checked.

• emaADPPlanHDR → MasterDataValueID_MaturityPayoutCalculationMethod

Indicates whether rate fixing is allowed for this plan.

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

• Enabled only when Plan Type = Customer Deposit Plan and Customer Deposit Type = Metal Deposit.
• Disabled otherwise.
• Checked (True): Partial Rate Fixing Allowed checkbox becomes enabled.
• Unchecked (False): Partial Rate Fixing Allowed is disabled and reset to False.

• emaADPPlanHDR → IsRateFixingAllowed (bit)

Indicates whether partial rate fixing is permitted on this plan.

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

• Enabled only when Rate Fixing Allowed = True.
• Disabled otherwise.

• emaADPPlanHDR → IsPartialRateFixingAllowed (bit)

Enables the installment discount distribution configuration.

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

• Checked (True): Reveals Discount Installment Count field and Installment Discount Distribution popup.
• Unchecked (False): Discount configuration section is hidden.
• Enabled only when Plan Type = Value-Based Plan or Weight-Based Plan and Plan Structure Type = Installment-Based.

• emaADPPlanHDR → DiscountInstallmentCount (int) — count stored here; per-installment discount % stored in emaADPPlanInstallmentDTL → DiscountPercentage

Defines how many installments' worth of value will be given as a discount to the customer out of the total installments. For example: Total Installments = 11, Per Installment Amount = 1000 — if Discount Installment Count = 2, the customer receives a discount equivalent to 2 installment values (2 × 1000 = 2000).

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

• Visible only when Installment Discount Applicable = Checked.
• Value must be less than Total No. of Installments.
• Drives the number of installment rows shown in the Installment Discount Distribution popup for percentage distribution.

Entered value must be greater than 0 and less than Total No. of Installments.

• emaADPPlanHDR → DiscountInstallmentCount (int)

Opens a popup to assign discount percentages per installment term.

• User Entry: Manual click by user
• Mandatory: No (click is optional; values within are mandatory if opened)

• Opens popup listing installment rows (count = Discount Installment Count) with a checkbox and Discount Percentage textbox per row.
• User selects which installments receive a discount and enters the discount percentage.
• The total of all entered discount percentages must equal exactly 100%. For example: Installment 1 = 20%, Installment 2 = 30%, Installment 3 = 20%, Installment 4 = 30%.
• Validation: If the sum of all Discount Percentage values does not equal 100%, the system displays an error — "Total discount percentage must equal 100%." and prevents submission.
• On submit: IsDiscountApplied (bit) and DiscountPercentage (decimal 18,9) saved per installment row in emaADPPlanInstallmentDTL.

Enables early closure eligibility condition configuration for the plan.

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

• Checked (True): Reveals the early closure condition builder section.
• Unchecked (False): Early closure section is hidden.

• emaADPPlanHDR → AllowEarlyPlanClosure (bit)

Specifies the basis on which early closure eligibility is evaluated.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = ADPClosureEligibilityBasis
• User Entry: Selection from dropdown
• Mandatory: Yes (within closure condition row)
• Options:
  • Installment — Eligibility based on number of installments collected.
  • Amount — Eligibility based on total amount collected.
  • Days — Eligibility based on number of days elapsed since enrollment.

• emaADPPlanEarlyClosureConditionDTL → MasterDataValueID_ADPClosureEligibilityBasis

Comparison operator applied to the closure eligibility condition.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = ComparisionOperator
• User Entry: Selection from dropdown
• Mandatory: Yes
• Options: Equal To (=), Not Equal To (<>), Greater Than (>), Less Than (<), Greater Than or Equal To (>=), Less Than or Equal To (<=)

• emaADPPlanEarlyClosureConditionDTL → MasterDataValueID_ComparisionOperator

The threshold value used in the closure eligibility comparison.

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes
• Allowed Characters: Numeric (decimal)

• emaADPPlanEarlyClosureConditionDTL → Value (decimal 18,9)

Logical connector used to join multiple closure conditions.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = ComparisionConnector
• User Entry: Selection from dropdown
• Mandatory: Yes (for second condition onwards)
• Options:
  • AND (&&) — Both conditions must be satisfied.
  • OR (||) — Either condition must be satisfied.

• emaADPPlanEarlyClosureConditionDTL → MasterDataValueID_ComparisionConnector

Auto-generated expression string representing all early closure conditions.

• Default Value: Empty
• User Entry: Read-only; auto-generated by system
• Mandatory: No

• emaADPPlanHDR → EarlyPlanClosureConditionJsonFormat (nvarchar(max))
• emaADPPlanHDR → EarlyPlanClosureConditionStringFormat (nvarchar(max))

Adds a new condition row to the early closure condition builder.

• User Entry: Manual click by user
• Mandatory: No

• On click: Appends a new condition row with Connector, Closure Eligibility Basis, Comparison Operator, and Value fields.
• Updates the Expression field on each addition.
• Each row saved as one record in emaADPPlanEarlyClosureConditionDTL with SortOrder.

Defines whether total enrollment into the plan is capped or unlimited.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = ADPEnrollmentLimit
• User Entry: Selection from dropdown
• Mandatory: Yes
• Options:
  • Unlimited — No cap on total enrollments.
  • Limited — Total enrollments are capped; requires Maximum Enrollment Count.

• If Unlimited → Member Enrollment Limit textbox is hidden. No cap applied on enrollments.
• If Limited → Member Enrollment Limit textbox becomes visible and mandatory. Enrollment is capped at the entered value.

• emaADPPlanHDR → MasterDataValueID_ADPEnrollmentLimit

Maximum number of customers allowed to enroll in this plan.

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

• Visible only when Enrollment Limit = Limited.

• emaADPPlanHDR → MaximumEnrollmentCount (int)

Enables commission configuration for the plan.

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

• Checked (True): Reveals Commission Calculation Method, Commission Trigger Event, Commission Value, and per-installment commission grid.
• Unchecked (False): Commission section is hidden.

• emaADPPlanHDR → IsCommissionApplicable (bit)

Defines the method used to calculate commission.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = CalculationType
• User Entry: Selection from dropdown
• Mandatory: Yes (when Commission Applicable = Checked)
• Options:
  • Amount — Commission is a fixed monetary amount.
  • Percentage — Commission is a percentage of the installment.

• emaADPPlanHDR → Comission_MasterDataValueID_CalculationType

Specifies the event that triggers commission calculation.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = ADPCommissionTriggerEvent
• User Entry: Selection from dropdown
• Mandatory: Yes (when Commission Applicable = Checked)
• Options:
  • On Enrollment — Commission is triggered at the time the customer enrolls (joining month).
  • On Collection — Commission is triggered on total collection amount.
  • Per Installment — Commission is triggered per individual installment; shows per-installment commission grid.

• If On Enrollment or On Collection → single Commission Value textbox is shown.
• If Per Installment → single Commission Value textbox is hidden. Commission Value / Percentage grid becomes visible displaying rows equal to Total No. of Installments (one Commission Value/Percentage input per installment row).

• emaADPPlanHDR → MasterDataValueID_ADPCommissionTriggerEvent

The commission amount or percentage applied at the plan level (for On Enrollment / On Collection trigger).

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

• Visible when Commission Trigger Event = On Enrollment or On Collection.
• Hidden when trigger = Per Installment (commission entered per installment in grid).

• emaADPPlanHDR → CommissionValue (decimal 18,9)

Defines the type of collection window applied to the plan.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = ADPCollectionWindowType
• User Entry: Selection from dropdown
• Mandatory: Yes
• Options:
  • Calendar Window — Collection allowed within specific calendar days of the month (From Day–To Day).
  • Relative Days Window — Collection allowed within relative days before/after due date.
  • Open Collection — Collection allowed at any time without window restriction.

• If Calendar Window → From Day (D1) and To Day (D1) dropdowns visible.
• If Relative Days Window → From Day and To Day textboxes visible (numeric days).
• If Open Collection → window day fields are hidden.

• emaADPPlanRuleDTL → MasterDataValueID_ADPCollectionWindowType

Start day of the collection window (calendar day 1–30).

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID (day values)
  • MasterDataCategory = Day
• User Entry: Selection from dropdown
• Mandatory: Yes (when Collection Window Type = Calendar Window)

Visible only when Collection Window Type = Calendar Window.

• emaADPPlanRuleDTL → From_MasterDataValueID_Day

End day of the collection window (calendar day 1–30).

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID (day values)
  • MasterDataCategory = Day
• User Entry: Selection from dropdown
• Mandatory: Yes (when Collection Window Type = Calendar Window)

Visible only when Collection Window Type = Calendar Window.

• emaADPPlanRuleDTL → To_MasterDataValueID_Day

Number of days before the due date from which collection is allowed.

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes (when Collection Window Type = Relative Days Window)
• Allowed Characters: Numeric (integer)

Visible only when Collection Window Type = Relative Days Window.

• emaADPPlanRuleDTL → FromDays (int)

Number of days after the due date until which collection is allowed.

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes (when Collection Window Type = Relative Days Window)
• Allowed Characters: Numeric (integer)

Visible only when Collection Window Type = Relative Days Window.

• emaADPPlanRuleDTL → ToDays (int)

Number of days after the collection window closes before the system marks the installment as missed.

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

• emaADPPlanRuleDTL → CollectionCutoffPeriodInDays (int)

Defines the minimum number of days that must elapse between two consecutive installment collections. For example, if set to 30, a customer cannot collect two installments within the same 30-day period — the second installment can only be collected after 30 days from the previous collection date.

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

• emaADPPlanRuleDTL → MinimumInstallmentGapInDays (int)

Automatically deactivates the enrollment if missed collection thresholds are exceeded.

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

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

• emaADPPlanRuleDTL → IsAutoDeactivateOnMissedCollection (bit)

Maximum number of consecutive missed installments before auto-deactivation.

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

• emaADPPlanRuleDTL → MaxMissedInstallmentCount (int)

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

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

• emaADPPlanRuleDTL → MaxOverdueDays (int)

Maximum total occurrences of missed collections allowed across the plan lifetime.

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

• emaADPPlanRuleDTL → MaxMissedCollectionOccurrences (int)

Automatically deactivates the member if the plan enrollment is deactivated due to missed collections.

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

• Checked (True): Reveals Member Auto Deactivation Period (Days) textbox.
• Unchecked (False): That field is hidden.

• emaADPPlanRuleDTL → IsAutoDeactivateMember (bit)

Grace period (in days) after which the member is auto-deactivated.

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

• emaADPPlanRuleDTL → MemberAutoDeactivationPeriodInDays (int)

Allows collection of previously missed / pending installments.

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

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

• emaADPPlanRuleDTL → IsPendingInstallmentCollectionAllowed (bit)

Maximum number of pending installments the system allows to be collected at once.

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

• emaADPPlanRuleDTL → MaxPendingInstallmentCollectionCount (int)

Allows customers to pay ahead of schedule (advance installments).

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

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

• emaADPPlanRuleDTL → IsAdvanceInstallmentCollectionAllowed (bit)

Maximum number of installments a customer can pay in advance.

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

• emaADPPlanRuleDTL → MaxAdvanceInstallmentCollectionCount (int)

Allows customers to make partial payments against an installment.

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

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

• emaADPPlanRuleDTL → IsPartialInstallmentCollectionAllowed (bit)

Maximum number of partial payment transactions allowed per installment.

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

• emaADPPlanRuleDTL → MaxPartialPaymentsPerInstallment (int)

Grid showing action types (Enrollment, Collection, Closing) with Online and Offline blocking checkboxes to control which channels are allowed per action.

• Default Value: Unchecked (False) for each
• User Entry: User can Check/Uncheck per action type
• Mandatory: No

• Three fixed rows are always displayed: Enrollment, Collection, and Closing.
• If Online = Checked → that action type is blocked from being performed via online channel.
• If Offline = Checked → that action type is blocked from being performed via offline channel.
• Both Online and Offline can be checked simultaneously for the same action type.

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

Inline grid showing each installment row with Block Online and Block Offline checkboxes to restrict which collection channel is available per installment.

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

• Grid displays rows equal to Total No. of Installments.
• If Block Online = Checked → collection for that installment is blocked via online channel.
• If Block Offline = Checked → collection for that installment is blocked via offline channel.
• Both Block Online and Block Offline can be checked simultaneously for the same installment.

• emaADPPlanInstallmentDTL → IsOnlineCollectionBlocked (bit)
• emaADPPlanInstallmentDTL → IsOfflineCollectionBlocked (bit)

Defines the rule type that governs acceptable installment amounts for this plan.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = ADPInstallmentRuleType
• User Entry: Selection from dropdown
• Mandatory: Yes
• Options:
  • Fixed Selection — Customer selects from a predefined list of fixed amounts. Requires Amount input + Add button.
  • Ranged Selection — Customer enters any amount within a defined starting–ending range with a multiple-with constraint.
  • Predefined Term Amount — Each installment term has a specific preset amount.
  • Progressive Term Formula — Starting amount, ending amount, multiple-with, and per-installment progression rules (Progression Type, Calculation Type, Progressive Value).
  • Fully Flexible — No amount restriction; customer can enter any amount.
  • Flexible with Limits — Customer can enter any amount within a starting–ending range.
  • Advanced Formula — Amount computed using a formula expression built from components.

• Each selected rule type reveals a specific sub-field configuration (see 5.8.1–5.8.7).
• If Plan Type = Customer Deposit Plan → restricted to "Flexible with Limits".
• If Plan Type = Value/Weight-Based and Plan Structure Type = Open Contribution → restricted to "Fully Flexible" or "Flexible with Limits".

• emaADPPlanHDR → MasterDataValueID_ADPInstallmentRuleType
• emaADPPlanInstallmentRuleDTL → MasterDataValueID_ADPInstallmentRuleType

A fixed installment amount value the customer can select.

• Default Value: Empty
• User Entry: Manual input
• Mandatory: Yes
• Allowed Characters: Numeric (decimal)

User enters an amount and clicks Add. Multiple amounts can be added to an inline list with a Remove (×) option. At least one amount is required.

• emaADPPlanInstallmentRuleValueDTL → InstallmentAmount (decimal 18,9) — one row per added amount

Minimum installment amount the customer can enter.

• Default Value: Empty
• User Entry: Manual input
• Mandatory: Yes
• Allowed Characters: Numeric (decimal)

• emaADPPlanInstallmentRuleValueDTL → StartingInstallmentAmount (decimal 18,9)

Maximum installment amount the customer can enter.

• Default Value: Empty
• User Entry: Manual input
• Mandatory: Yes
• Allowed Characters: Numeric (decimal)

• emaADPPlanInstallmentRuleValueDTL → EndingInstallmentAmount (decimal 18,9)

Amount increment constraint — the entered amount must be a multiple of this value.

• Default Value: Empty
• User Entry: Manual input
• Mandatory: No (Confirm with team)
• Allowed Characters: Numeric (decimal)

• emaADPPlanInstallmentRuleValueDTL → MultipleWith (decimal 18,9)

Preset amount for each installment term.

• Default Value: Empty
• User Entry: Manual input per row
• Mandatory: Yes (for each row)
• Allowed Characters: Numeric (decimal)

• emaADPPlanInstallmentRuleValueDTL → InstallmentAmount (decimal 18,9) — one record per term, each linked to its own emaADPPlanInstallmentRuleDTL record

The installment amount for the first term and the base amount from which progression is calculated.

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes
• Allowed Characters: Numeric (decimal)

• emaADPPlanInstallmentRuleValueDTL → StartingInstallmentAmount (decimal 18,9)

The maximum installment amount the progression can reach.

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes
• Allowed Characters: Numeric (decimal)

• emaADPPlanInstallmentRuleValueDTL → EndingInstallmentAmount (decimal 18,9)

Amount increment constraint — the progressive installment amount must be a multiple of this value.

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

• emaADPPlanInstallmentRuleValueDTL → MultipleWith (decimal 18,9)

Defines how the installment amount progresses from one term to the next.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = ADPInstallmentProgressionType
• User Entry: Selection from dropdown
• Mandatory: Yes
• Options:
  • Increase — Amount increases each term.
  • Decrease — Amount decreases each term.
  • Same as Previous Installment — Amount remains unchanged from the previous term.
  • Formula Expression — Opens formula builder popup (see 5.8.7).

• emaADPPlanInstallmentRuleValueDTL → MasterDataValueID_ADPInstallmentProgressionType

Method by which the progression value is applied to calculate the next installment amount.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • MasterDataCategory = CalculationType
• User Entry: Selection from dropdown
• Mandatory: Yes (when Progression Type = Increase or Decrease)
• Options: Amount, Percentage

• emaADPPlanInstallmentRuleValueDTL → MasterDataValueID_CalculationType

The numeric amount or percentage used in the progression calculation.

• Default Value: Empty
• User Entry: Manual input
• Mandatory: Yes (when Progression Type = Increase or Decrease)
• Allowed Characters: Numeric (decimal)

• emaADPPlanInstallmentRuleValueDTL → ProgressionValue (decimal 18,9)

Minimum installment amount the customer can enter.

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes
• Allowed Characters: Numeric (decimal)

Must be greater than 0 and less than Ending Amount.

• emaADPPlanInstallmentRuleValueDTL → StartingInstallmentAmount (decimal 18,9)

Maximum installment amount the customer can enter.

• Default Value: Empty
• User Entry: Manual input by user
• Mandatory: Yes
• Allowed Characters: Numeric (decimal)

Must be greater than Starting Amount.

• emaADPPlanInstallmentRuleValueDTL → EndingInstallmentAmount (decimal 18,9)

Defines what type of value the formula component represents.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • MasterDataCategory = ADPInstallmentFormulaComponentType
• User Entry: Selection from dropdown
• Mandatory: Yes
• Options:
  • Installment — Component references a specific installment term number.
  • Static Value — Component is a fixed numeric value.

• If Installment → Installment dropdown (select term no.) becomes visible.
• If Static Value → Value textbox becomes visible.

• emaADPPlanInstallmentRuleValueFormulaDTL → MasterDataValueID_ADPInstallmentFormulaComponentType

Selects the installment term number to reference in the formula.

• Default Value: —
• Data Source: emaADPPlanInstallmentDTL (current plan)
• Filter Condition:
  • Active installment terms for the current plan
• User Entry: Selection from dropdown
• Mandatory: Yes (when Component Type = Installment)

Visible only when Component Type = Installment.

• emaADPPlanInstallmentRuleValueFormulaDTL → MasterDataValueID_ADPInstallmentID (uniqueidentifier)

Static numeric value used as a formula component.

• Default Value: Empty
• User Entry: Manual input
• Mandatory: Yes (when Component Type = Static Value)
• Allowed Characters: Numeric (decimal)

Visible only when Component Type = Static Value.

• emaADPPlanInstallmentRuleValueFormulaDTL → StaticValue (decimal 18,9)

Arithmetic operator connecting two formula components.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • MasterDataCategory = Operator
• User Entry: Selection from dropdown
• Mandatory: Yes (for second component onwards)
• Options: Add (+), Minus (-), Multiply (*), Divide (/)

• emaADPPlanInstallmentRuleValueFormulaDTL → MasterDataValueID_Operator

Auto-generated string representation of the formula expression.

• Default Value: Empty
• User Entry: Read-only; auto-generated by system
• Mandatory: No

• emaADPPlanInstallmentRuleValueDTL → FormulaExpressionJsonFormat (nvarchar(max))
• emaADPPlanInstallmentRuleValueDTL → FormulaExpressionStringFormat (nvarchar(max))

Validates and saves the Advance Plan record.

• User Entry: Manual click by user
• Mandatory: Yes

• Validates all mandatory header and DTL fields.
• On success: Inserts HDR, all DTL records, sets ApprovalStatus = Pending.
• On failure: Displays inline validation errors.

Resets the form to its default empty state.

• User Entry: Manual click by user
• Mandatory: No

• Clears all field values and resets the form to default state without saving.

No active member enrollments or transactions linked to this plan.

All plan fields are fully editable. No restrictions apply. Complete plan configuration including Plan Type, Plan Structure Type, Total No. of Installments, Installment Rule Type, and all DTL records can be modified.

At least one active member enrollment or transaction is linked to this plan.

Only the following fields are editable. All other fields are read-only.

• Name — Fully editable.
• Short Name — Fully editable.
• Maturity Period (Days) — Editable only if Allow Days Increase is permitted (increase only; cannot reduce).
• Enrollment Gift Applicable — Fully editable (checkbox).
• Rate Fixing Allowed — Fully editable (checkbox).
• Partial Rate Fixing Allowed — Fully editable (checkbox; subject to Rate Fixing Allowed = True).
• Allow Maturity Payout — Fully editable (checkbox).
• Maturity Payout Calculation Method — Editable when Allow Maturity Payout = Checked.
• Discount Installment Count — Increase only; cannot reduce below current value.
• Installment Discount Distribution — Installment selection and discount percentage editable; increase only.
• Allow Early Plan Closure — Fully editable (checkbox and condition builder).
• Enrollment Limit — Fully editable (dropdown).
• Member Enrollment Limit — Increase only; cannot reduce below current value.
• Commission Applicable — Fully editable (checkbox).
• Commission Calculation Method — Editable when Commission Applicable = Checked.
• Commission Trigger Event — Editable when Commission Applicable = Checked.
• Commission Value — Editable when Commission Applicable = Checked.
• Channel Access Controls — Online/Offline blocking per action type fully editable.
• Collection Channel Restrictions — Block Online/Block Offline per installment fully editable.
• Collection Window / Days — Collection Window Type, From Day, To Day editable.
• Collection Cutoff Period (Days) — Fully editable.
• Min Gap Between Installments (Days) — Fully editable.
• Auto Deactivate on Missed Collections — Checkbox editable. If enabled:
  • Max Missed Installments — Editable.
  • Max Overdue Days — Editable.
  • Max Missed Collection Occurrences — Editable.
• Auto Deactivate Member — Checkbox editable. If enabled:
  • Member Auto Deactivation Period (Days) — Editable.
• Allow Collection of Pending Installments — Checkbox editable. If enabled:
  • Max Pending Installments Allowed — Editable.
• Allow Collection of Advance Installments — Checkbox editable. If enabled:
  • Max Advance Installments Allowed — Editable.
• Allow Partial Installment Collection — Checkbox editable. If enabled:
  • Max Partial Payments Per Installment — Editable.
• Installment Rule Type Values — Rule Type itself is read-only (not changeable). Only the rule values are editable with the following constraints:
  • Fixed Selection — New amount values can be added only; existing values cannot be removed.
  • Ending Amount — Increase only; cannot reduce below current value.
  • Multiple With — Increase only; cannot reduce below current value.
• Installment Rule Type = Advanced Formula — Table values (Progression Type, Calculation Type, Progressive Value) are editable per installment row based on the selected Installment Type.