Process enforcement

You can apply process enforcements to all the contracts of a contact or account, in order to comply with specific business or regulatory requirements. For more information on process enforcements, refer to section Process Enforcements in the CL Loan User Guide, and section Set Up Process Enforcements in the CL Loan Administration Guide.

The related list, Process Enforcement Details, and a custom button, Apply Process Enforcement, is added to the Contact and Account object page layouts. If this field is not visible on the interface by default, you can add this manually on your page layout. For more information on adding these fields to the page layout, refer to the section Modify the Page Layout. 

In addition, you must include the related list of CL Contracts on the Contact or Account page layout, to monitor the PE action for this.

Recommended layout

The following image displays the suggested layout for applying process enforcement:

Custom button to apply process enforcement:

Related Lists:

Custom button to revoke process enforcement