3.6 Groupwise Exposure

This data segment allows to capture exposure details of the other parties which are group entities of the party for whom the application is created. If you click Next in the Write Up screen, the Groupwise Exposure screen is displayed.

Figure 3-27 Groupwise Exposure


Description of Figure 3-27 follows
Description of "Figure 3-27 Groupwise Exposure"

  1. Click + icon. The Groupwise Exposure Details window is displayed.

    Figure 3-28 Groupwise Exposure Details


    Groupwise Exposure Details such as Entity Name and Customer Name

    For information on fields in the Groupwise Exposure Details screen, refer the table below.

    Table 3-12 Groupwise Exposure Details

    Fields/ Icon Description
    Entity Name In Entity Name field, enter the name of bank from which the party has availed facility.
    Customer Name In Customer Name field, enter the name of the party or the child party.
    Relation Select Relation as Borrower, if party name is provided in the Customer Name field.

    Select Relation as Connected Party, if child party name is provided in the Customer Name field.

    Commitment Status Select Commitment Status from the drop-down list. The options available are:
    • Committed
    • Uncommitted
  2. Specify the following details about the facility:
    • Approved Limit along with currency from drop-down list
    • Outstanding Limit Amount with currency from drop-down list
    • Tenor
  3. Click Create. Groupwise exposure details are added and displayed as shown below:

    Figure 3-29 Groupwise Exposure


    Add, Edit and Delete actions for Groupwise Exposure

  4. To change the layout, click Layout icon at the right corner.

    Note:

    If the party or its connected party has availed facility from more than one bank, add all the groupwise exposure details by clicking + icon again.
  5. Click Filter, to filter the required groupwise exposure from the list.
    The Filter window is displayed.

    Figure 3-30 Filter


    Filter details such as Relation and tenor

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

    Table 3-13 Filter

    Field/ Icon Description
    Filter Enter or select the filter parameters.
    Apply Click Apply. Existing groupwise exposure that matches the filter parameters are displayed.
    Reset Click Reset, to enter new filter parameters.
    Relation Select Relation option from the below checklist for sanctioned amount.
    • Borrower
    • Connected Party
    Tenor Enter Tenor for sanctioned amount.
    Currency Search and select Currency for sanctioned amount.
    From Amount Enter From Amount for sanctioned amount.
    To Amount Enter To Amount for sanctioned amount.
    Commitment Status Select Commitment Status option from the below checklist for sanctioned amount.
    • Commited
    • Uncommited
  6. Add the groupwise exposure information of the party and click Next. The Connected Parties screen is displayed.

Parent topic: Proposal Initiation