Loan Management

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Loan Management

The “Loan Management” screen allows customers to look up information on outstanding loans, review the history of fully paid- off loans and submit online extension requests for eligible loans.

Unpaid Loan: Search for loans that have not been fully repaid using the following filters:  
- Account No: The margin trading account number at SSI  
- Status: select the status you want to look up including: “Outstanding”; “Due”; “Overdue”; “Partially Settled”

- Filter loan contracts eligible for extension: Display loans eligible for renewal

Loan Extension: Allows customers to submit online extension requests for eligible loans based on SSI regulations.  

- Step 1: On the “Loan Management” screen → “Unpaid Loan”à “Filter loan contracts eligible for extension”→ choose loans to extend → click “Extend” or “Extend All” to extend all loans in the list.

- Step 2: Select "Days Required" and agree to the Terms of extension service, then click "Next".

- Step 3: Enter the OTP code to the authentication method in use, then click "Confirm" to complete the extension request.

*After submitting the request, customers can check the status of their extended loans through notifications sent to their registered email address.

Paid-off Loan: Look up the history of fully repaid loans using the following filters:  
- Account No: The margin trading account number at SSI  
- Contract Date: Select the time period to search.

 

Extension status: Search for extended loans using the following filters:  
- Account No: Margin trading account number at SSI  
- Request Date: Date of renewal request  
- Channel:Online, At counter, Contact Center
- Status: Processing, Success, Rejected, Canceled

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