3.7 Connected Parties

If the party’s connected party (party, supplier, etc) is already banking with you or is a borrower, the connected party information can be added during proposal initiation. If you click Next in the Groupwise Exposure screen, the Connected Parties screen is displayed.

Figure 3-31 Connected Parties

Description of "Figure 3-31 Connected Parties "

1. Click + icon.
   The Connected Parties Details window appears.

   Figure 3-32 Connected Party Details

   
   

   
   Description of "Figure 3-32 Connected Party Details"

   
   

   For information on fields in the Connected Party Details screen, refer the table below.

   Table 3-14 Connected Party Details

   Fields/Icon	Description
   Customer ID	Search and select Customer ID of the connected party. The following fields are displayed by default: Name Total gross facility Total net facility Enter amount for following fields: Cash cover Approved funded sell down Approved unfunded sell down
   Facility Details	Facility Details is displayed by default based on the selected Customer ID.
   Create	Click Create. Connected party details are added and displayed in the Connected Parties page.
   List view	To change the table view to list view, click the List view icon at the right corner. Note: If the party has more than one connected party in your bank, add all the connected parties details by clicking + icon again.

2. Click Filter, to filter the required connected party from the list.
   The Filter window is displayed.

   Figure 3-33 Filter

   
   

   
   Description of "Figure 3-33 Filter"

   
   

   For information on fields in the Filter details screen, refer the below table.

   Table 3-15 Filter

   Fields/Icon	Description
   Filter	Enter or select Filter parameters.
   Apply	Click Apply. Connected parties that matches the filter parameters are displayed.
   Reset	Click Reset to enter new filter parameters.
   Customer ID	Enter Customer ID of the connected party.
   Name	Enter Name of the connected party.
   Currency	Search and Select Currency for the connected party.
   From Gross Amount	Enter From Gross Amount for the connected party.
   To Gross Amount	Enter To Gross Amount for the connected party.

3. Add the connected party details of the party and click Next. The Liability details page is displayed.