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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.

Interest Conditions 

In the screen Interest Conditions all contractually agreed interest rates are displayed.

Using the arrows in the top right-hand corner, it is possible to scroll to the next agreement if there are different agreements (one after the other in terms of time).

Interest rate agreements can never overlap in time. If a floating agreement is involved, corresponding necessary fields are also displayed. If the end of the interest rate fixation is reached, the loan appears in a watch list and a new interest rate fixation must be made, i.e. afterwards there is an additional interest rate agreement for a further time frame.

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