Processing Mature Deals

Page Used to Process Mature Deals

Page Name Definition Name Usage

Mature Deals Page

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.

Mature Deals Page

Use the Mature Deals page (TR_MATURE_DEALS) to run the Mature Deals process to identify and mark matured deals.

Navigation:

Deal Management, and then Process Deals, and then Mature Deals, and then Mature Deals

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.