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Current Date - suggestion: Repayment Date

 И тут у меня вопрос - вот эта разбивка на прошлое и будущее она идет между датой, когда мы вносим в систему (Current date) или фактической датой платежа (Repayment date)? Пока что везде пишу, что это Current date

Simple Payments

Initial Payment: Is only applicable for payments in the Awaiting for Initial Payment status

Pay off Amount: The repayment amount enough to pay off the principal and all the interests and fees as of the current date and used for this purpose.

Other payments

(это просто описание для понимания, и чтобы проверить, что я верно поняла)

Repayments not aimed neither for the Initial Payment nor for Pay off can be used for different purposes. The list of purposes and their order is defined for each Repayment Mode.

  • System tries to pay-off the purpose 1. 

  • If the repayment amount is less than the amount required to pay for the purpose 1, it is covered in part. 

  • If the repayment amount is more  than the amount required to pay for the purpose 1, the system will go on and use the available repayment amount to pay for purpose 2, etc. 

Repayment Steps List

current name: RepaymentStepsKit

suggested screen name: Repayment Allocation Order

suggested description: Ordered list of purposes for which repayment shall be used. 

suggested info hint: System tries to pay-off the purposes in the list in their order. If the available repayment amount is more  than the amount required for the purpose, it will be used for the next purpose. If at any step, the available repayment amount is less than the amount required to pay for the purpose, it is payed in part.

PastDueDebtStep

suggested screen name: Past Due Debt

suggested description: Available repayment amount is used to pay off the debt that is owed on the Repayment Date.

EarlyPayCurrentDebtStep:

suggested screen name: Current Installment Fees and Interest

suggested description: Available repayment amount is used to pay off interests and fees due for the current installment on the Repayment Date 

RemainingCurrentPrincipalStep 

suggested screen name: Current Installment Principal 

suggested description: Available repayment amount is used to pay off the principal due for the installment actual for the Repayment Date

suggested info text: Amount payable for the installment that has started and has not finished before or on the Repayment Date 

CurrentDebtStep

suggested screen name: Current Installment Full 

suggested description: Available repayment amount is used to pay off the principal, fees and interests due for the whole installment actual for the Repayment Date

suggested info text: Amount payable for the installment that has started and has not finished before or on the Repayment Date 

PayOverpaymentStep - ???

RECALCULATION AND BALANCING

CurrentRecalculateStep 

suggested screen name: Recalculate Installment

suggested description: Recalculate fees and interest for the installment

suggested info text:  Apply the step after Current Installment Principal  or Current Installment Full  to recalculate outstanding fees and payments for the installment. Don't add the step to keep the initial payment schedule.


RemainingRecalculateStep 

suggested screen name: Recalculate Loan

suggested description: Recalculate the loan schedule

suggested info text:  Apply the step to recalculate the loan schedule if the repayment amount was used for any early payments. 

Options: 

suggested selector info text: Decide how the payment schedule shall be updated if the total due amount is changed. 

Option 1

Current name: Keep initial value

Suggested name: Reduce the number of payments

Suggested hint: Installment amounts stay the same, but their number is reduced to match the new amount. 

Option 2

Current name: Recalculate always

Suggested name: Reduce the payment per installment

Suggested hint: Loan payment schedule stays the same

Curent recalculate: Recalculate current installment

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