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Siebel eFinance Guide > Commercial Loans > End-User Procedures >
Adding a Covenant
Using the Covenants view, end users can associate facilities with covenants. For example, an organization may require a borrower to submit a financial statement every quarter. This type of requirement can be created and managed in the Covenants view.
To add a covenant to a facility
- Navigate to the Commercial Loan screen.
- From the Show drop-down list, select My Requests.
- In the Request list, select a commercial loan request.
- Click the Covenants view tab.
- In the Borrower list, select a borrower.
- In the Loan Facility list, select a facility for the borrower.
- In the Covenants list or Covenant Detail form, add a record and complete the necessary fields.
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Siebel eFinance Guide Published: 20 October 2003 |