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How the screen works

All detail screens of a financial instrument in the swim lane "Lifecycle Management" are structured according to the same pattern:

  • By selecting a subpage in the red marked area on the left, corresponding additional individual information of the financial instrument is displayed. The circled number indicates how much corresponding information is available.
  • The main information is always displayed in the blue-marked middle area of the screen.
  • To edit the financial instrument, e.g. to enter a change in the instalment for a loan, the respective business event must be selected in the green marked area on the right of the list. A data entry window will then open at the same place to enter all the data required for the business transaction.


Annuities 

In the screen Annuities all contractually agreed annuity repayment agreements are displayed.

Using the arrows at the top right, it is possible to scroll to the next agreement if there are several annuities (one after the other in terms of time).

Annuity agreements can never overlap in time. For each annuity agreement there are one or more interest agreements matching in terms of rhythm and date. Usually there is a 1 to 1 match between annuity and interest rate agreement; however, if there is an interest rate fixing during the annuity agreement, there can also be two or more interest rate agreements for the same annuity.

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