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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.


In the Fees screen, all contractually agreed fee agreements are displayed.

For all fees it is indicated

  • whether they are one-time or recurring
  • whether the assessment basis is a fixed amount or a percentage of the principal claim
  • whether the fee is payable in advance or in arrears

Using the arrows at the top right, it is possible to scroll to the next agreement if several fees exist.

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