Reopen a Transaction


Concept

In this topic, you will see how to reopen an approved, declined or cancelled transaction.


Steps:

  1. An approved, declined or cancelled file can be reopened, as necessary for further consideration by anyone previously associated to a transaction.

    Step 1

  2. From the My Transactions tab, view Transactions with status of Approved, Declined or Cancelled.

     

    Click in the Status Filters field.

    Step 2

  3. In this example, click the UnSelect all button.

    Step 3

  4. Select the necessary Status.

     

    In this example, click the Approved checkbox.

    Step 4

  5. Click the Cancelled checkbox.

    Step 5

  6. Click the Declined checkbox.

    Step 6

  7. Click the Apply button.

    Step 7

  8. All Transactions selected for the filter display.  Access the Transaction that is being reopened.

     

    In this example, click the 70420480 link.

    Step 8

  9. On the File/Order page, files with a status of Approved, Declined or Cancelled display icons to Send Approval Forms, Reopen Transaction and Add Documents.

    Step 9

  10. Click the Decisioning menu item.

    Step 10

  11. Reminder: When the status of a Transaction is Approved, Declined or Cancelled the File/Order and Decisioning pages do not allow for modification until the Transaction is reopened.

    Step 11

  12. When the approval package requires delivery, select the Resend Approval Package icon.

    Step 12

  13. In this example, the Transaction will be reopened. 

     

    Click the Reopen Transaction icon.

    Step 13

  14. A Reason to Reopen is required.

     

    Click in the Reasons to Reopen field.

    Step 14

  15. In this example, enter "correct liability".

    Step 15

  16. To continue reopening the Transaction, click the Yes button.

    Step 16

  17. The History displays a Reopen decision with related information.

     

    The Transaction Status is changed to In Progress.

     

    The Decision field is once again availble.

    Step 17

  18. Information within the file can now be modified.

     

    Click File 70420480 menu item.

    Step 18

  19. In this example, the Liability Amount will be modified.

     

    Click the Edit Transaction icon.

    Step 19

  20. Click in the Est. Total Liability field.

    Step 20

  21. In this example, enter "14000000".

    Step 21

  22. Click the Save button.

    Step 22

  23. Click the Save File Information icon.

    Step 23

  24. Click the Documents menu item.

    Step 24

  25. When a Transaction is reopened, a HiLi Approval Package is created. 

     

    The system created Package does not contain any action icons.

    Step 25

  26. To view the contents of the HiLi Approval Package, click the HiLi Approval Package for 10000640 dated... link.

    Step 26

  27. Click the Open link.

    Step 27

  28. The content displays as read only files.

    Step 28

  29. Click the Close button.

    Step 29

  30. Once a Transaction has been reopened and all corrections/updates have been made, a Final Decision will need to be applied to the transaction. 

     

    NOTE: Please see Approve and Deliver Package training for additional information.

    Step 30

  31. To receive Reopen Transaction alerts for Transactions you are associated with, turn notifications on within User Preferences.

    Step 31

  32. Click the User Preferences icon.

    Step 32

  33. Click the Preferences tab.

    Step 33

  34. For the "When a transaction I am associated with is reopened" notification, click the Alert checkbox.

    Step 34

  35. To receive an email alert, click the Email checkbox.

    Step 35

  36. Click the Save Preferences icon.

    Step 36

You have seen how to reopen an approved, declined or cancelled transaction.

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