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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.


Deferrals 

In the Deferrals screen, all contractually agreed payment deferrals (pauses) are displayed.

Using the arrows at the top right, it is possible to scroll to the next agreement if different deferrals have been agreed.

Deferrals can either apply for a period of time, or only for certain months within a period of time, or for certain months during the complete credit period.

If a deferral is agreed for an annuity loan, the contract term is extended accordingly while the instalment amount remains unchanged.

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