Collateral types
A collateral type is a kind of asset you take as security — a vehicle, a property, a deposit. Your organisation decides what the list holds.
The type decides how the asset is valued and what you capture about it.
What a collateral type carries
| Field | What it is |
|---|---|
| Name | The stable identity everything else refers to. Fixed once you create it. |
| Label | What people read on screen. Rename it whenever the wording should change. |
| Valuation mode | How the asset is valued. Set when you create it. |
| Active | Whether the type is offered when someone registers collateral. |
Valuation mode
| Mode | What it means |
|---|---|
| Manual | Someone enters the value by hand. |
| Market feed | The value comes from a market price. |
Valuation mode is set when you create the type and fixed afterwards, because it decides which valuation the asset accepts.
Adding a collateral type
- Go to Settings, then Collateral Types.
- Select New Collateral Type.
- Enter a Name, such as
Vehicle. - Enter a Label, such as “Vehicle”.
- Choose the Valuation mode.
- Select Create.
The property schema
Open a type to see its Property Types — fields you capture on every asset of that type, such as a registration number. Add, edit and remove them on that panel. A property’s Kind is fixed once it exists; its label and whether it is required you can change.
Staging and publishing
Editing a type, adding a property, or deactivating one is staged. The change sits in a draft until you submit it from the bar at the top of the screen.
Retiring a collateral type
Deactivate is the everyday choice. Clear Active on the type. It disappears from the register-collateral screen, so nobody registers a new asset of it. Assets already registered keep working.
Remove deletes the type, for one created by mistake.
What your organisation configures
Everything on this screen. The collateral screens appear only when the collateral capability is switched on for your organisation.