Processing Mature Deals
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
TR_MATURE_DEALS |
Run the Mature Deals process (TR_MATURE) to identify all active deals that have reached their maturity date, and change the deal status to Mature. For multiline deals, except options and futures, the deal is marked Mature only if all the lines in the deal are past their maturity date. |
Use the Mature Deals page (TR_MATURE_DEALS) to run the Mature Deals process to identify and mark matured deals.
Navigation:
Use the Process Scheduler to establish the date, time, and frequency for processing the validation check for mature deals.
Note: Schedule the TR_MATURE process from the Process Scheduler using a run recurrence frequency of Daily.