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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.


Documents

In the mask Documents, all documents generated or sent in for the financial instrument are listed (documents sent, printed, returned by the client, etc.). This mask can therefore be used for the audit trail.

Clicking on the document link in the Name column opens the document in a separate tab of the browser.


By clicking on the link in the column Event, the screen Business Events is opened (see left sidebar). This screen is then pre-filtered, i.e. not all business events for the financial instrument are listed, but only those that are related to the corresponding document (in the Business Events screen opened in this way, however, all other business events can be shown and hidden again if required).

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