4.8 Collateral Details

In this page, you can capture detailed information about the selected collateral. Click Next in the Basic Details screen, the Collateral Details is displayed.

Figure 4-53 Collateral Details


Description of Figure 4-53 follows
Description of "Figure 4-53 Collateral Details"

Click + icon. The Configuration window is displayed.

Figure 4-54 Configuration


Description of Figure 4-54 follows
Description of "Figure 4-54 Configuration"

Figure 4-55 Configuration


Description of Figure 4-55 follows
Description of "Figure 4-55 Configuration"

Note:

The above screen varies based on the selected collateral type. For example, if Deposit is selected as the Collateral Type in Basic Details page, deposit related fields appear.

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

Ship

Table 4-32 Ship Details

Fields/ Icons Description
Water Vessel Name Specify name of ship in Water Vessel Name field.
Type Select Type of the ship. The options available are:
  • Combined Carriers
  • Container Ships
  • Cruise Ships
  • Dry Bulk Carriers
  • Ferries
  • Fishing Vessel
  • Freight
  • General Cargo Vessels
  • High Speed Craft
  • Multi Purpose Vessels
  • Ocean Liners
  • Passenger
  • Pure Car Carriers
  • Reefer Ships
  • Ro-Pax
  • Roll On Roll Off
  • Tankers
Navigational Limits Select Navigational Limits from the drop-down list. The options are:
  • Inland Lakes
  • Inland Rivers
  • Oceans
  • Seas
Powered By Select Powered By from the drop-down list. The options are:
  • Fuel
  • Sail
Fuel Type Select Fuel Type from the drop-down list. The options are:
  • Diesel
  • Gasoline
Water Vessel Intended Use Select Water Vessel Intended Use from the drop-down list. The options are:
  • Commercial
  • Personal
  • Recreational
Water Vessel Condition Select Water Vessel Condition of ship from the drop-down list. The options are:
  • Average
  • Damaged
  • Exceptional
  • Good
Water Vessel Location Search and select Water Vessel Location of the ship.
Currency Search and select Currency.
Basis Vessel Value Select Basis Vessel Value of the ship from the drop-down list. The options are:
  • Invoice Value
  • Market Value
Market Value Enter Market Value of the ship.
Amount in Collateral Currency Amount in Collateral Currency is displayed by default.
Port of Registry Enter Port of Registry of the ship.
Registration Number Enter Registration Number of the ship.
Number of Hull Units Enter Number of Hull Units of the ship.
Number of Vessel Decks Enter Number of Vessel Decks of the ship.
Manufactured Date Click Select Date and specify Manufactured Date.
Manufacturer Name Enter Manufacturer Name of the ship.
State Or Territory Vessel Operates In Enter State Or Territory Vessel Operates In of the ship.
Motor Number Enter Motor Number of the ship.
Twenty Foot Equivalent Enter Twenty Foot Equivalent of the ship.
Water Vessel License Number Enter Water Vessel License Number of the ship.
License Details Enter License Details of the ship.
Water Vessel Description Enter Water Vessel Description of the ship.

Ship Dimensions

Figure 4-56 Configure - Ship Dimensions


Description of Figure 4-56 follows
Description of "Figure 4-56 Configure - Ship Dimensions"

For information on fields in the Configure - Ship Dimensions screen, refer the below table.

Table 4-33 Configure - Ship Dimensions

Fields/ Icons Descriptions
Dimension Unit Select unit for ship dimension from Dimension Unit drop-down list. The options available are:
  • Feet
  • Meters
Water Vessel Length Specify Water Vessel Length of ship in selected unit.
Water Vessel Beam Specify Water Vessel Beam (width) of ship in selected unit.
Water Vessel Height Specify Water Vessel Height of ship in selected unit.
Displacement Unit Select unit for ship weight from Displacement Unit drop-down list. The options available are:
  • Tons
  • Metric Tons
Water Vessel Displacement Specify Water Vessel Displacement in selected unit.

Ship Tonnage

Figure 4-57 Ship Tonnage


Description of Figure 4-57 follows
Description of "Figure 4-57 Ship Tonnage"

  1. Select Water Vessel Size of the Ship.
    The options available are:
    • Aframax
    • Capesize
    • Chinamax
    • Handymax
    • Handysize
    • Malaccamax
    • Panamax
    • Q-Max
    • Seawaymax
    • Suezmax
  2. Specify the following details of the ship.
    • Deadweight Tonnage
    • Gross Registered Tonnage
    • Water Vessel Tonnage
    • Net Registered Tonnage
  3. Click Next. The Collateral Insurance page is displayed.

    Collateral Insurance

    In this page, you can capture insurance details of the collateral

    Figure 4-58 Collateral Insurance


    Description of Figure 4-58 follows
    Description of "Figure 4-58 Collateral Insurance"

  4. To add insurance details, click +. The following window is displayed.

    Figure 4-59 Collateral Details


    Description of Figure 4-59 follows
    Description of "Figure 4-59 Collateral Details"

    Insurance Basic Details

  5. Specify the insurance following details in respective fields:
    • Insurance Name
    • Insurance Number
    • Insurance Owner
    • Policy Name

    For information on fields in the Insurance Basic Details screen, refer the table below.

    Table 4-34 Insurance Basic Details

    Fields/ Icons Description
    Insurance Type Select Insurance Type from the drop-down list. The options available are:
    • Asset Insurance
    • Borrower Insurance
    • Corporate Insurance
    • Life Insurance
    Start Date Click Calendar icon and select the insurance Start Date.
    End Date Click Calendar icon and select the insurance End Date.
    Revision Date Click Calendar icon and select the insurance Revision Date.
    Notice Days Specify Notice Days for insurance premium payment.
    Insurance Currency Search and Select Insurance Currency.
    Insurance Amount Specify Insurance Amount in selected insurance currency.
    Grace Days Specify Grace Days for making insurance premium payment.
    Insurance Code Enter Insurance Code.
    Policy Assigned To Bank Specify if the policy is assigned to your bank by selecting required option from the Policy Assigned To Bank drop-down list. The options are:
    • Yes
    • No
    Date Click Calendar icon and select Date.

    Insurance Premium Details

    Insurance Premium Details screen.

    Figure 4-60 Insurance Premium Details


    Description of Figure 4-60 follows
    Description of "Figure 4-60 Insurance Premium Details"

    For information on fields in the Insurance Premium Details screen, refer the table below.

    Table 4-35 Insurance Premium Details

    Fields/ Icons Description
    Premium Frequency Select Premium Frequency from the drop-down list.
    Premium Currency Click Search icon in Premium Currency field and select the currency in which insurance premium is paid.
    Premium Amount Specify Premium Amount in selected premium currency.
    Premium End Date. Click Calendar icon and select Premium End Date.
    Premium Status Select Premium Status from the drop-down list. The options available are:
    • Inforce
    • Lapsed
    • Paidup
    Cover Date Click Calendar icon and select Cover Date.
    Coverage Enter Coverage details.
    Remarks Enter Remarks about the insurance, if any.
    Add Click Add to add the insurance.
  6. Click + icon. The insurance details are added and displayed as shown below:

    Figure 4-61 Collateral Insurance


    Description of Figure 4-61 follows
    Description of "Figure 4-61 Collateral Insurance"

    For field level information refer the table below.

    Table 4-36 Collateral Insurance

    Fields/ Icons Description
    Edit To modify the insurance details, select the record and click Edit on Action button.
    View To view the added insurance details, select the record and click View on Action button.
    Delete To delete the insurance details, select the record and click Delete on Action button.
  7. Click Next. The Valuation page is displayed.

    Valuation

    Update the monetary value that can be attributed to the collateral in the Valuation page.

    Figure 4-62 Valuation


    Description of Figure 4-62 follows
    Description of "Figure 4-62 Valuation"

    Click + icon. The following window is displayed.

    Figure 4-63 External Valuation Details


    Description of Figure 4-63 follows
    Description of "Figure 4-63 External Valuation Details"

    For field level information refer the table below.

    Table 4-37 External Valuation Details

    Fields/ Icons Description
    Agency Search and select Agency which valuated the collateral.
    Valuation Type Select Valuation Type from the drop-down list.
    Valuation Date Click Calendar icon and select Valuation Date.
    Valuation Frequency Select Valuation Frequency from the drop-down list.
    Valuation Expiry Date Click Calendar icon and select Valuation Expiry Date.
    Valuation Amount Specify Valuation Amount in selected valuation currency.
    Estimated Age of Asset Specify Estimated Age of Asset.
    Estimated Life Span of Asset Specify Estimated Life Span of Asset.
    Remarks Enter Remarks, if any.
    Valuer Remarks Enter Valuer Remarks, if any.
    Add Click Add. The collateral valuation details are added and displayed in the Valuation page.
  8. Click Next. The Collateral Summary page is displayed.

    Collateral Summary

    The collateral summary provides an overview of collateral based on the information added in previous pages.

    Figure 4-64 Collateral Summary


    Description of Figure 4-64 follows
    Description of "Figure 4-64 Collateral Summary"

    For field level information refer the table below

    Table 4-38 Collateral Summary

    Fields/ Icons Description
    Submit View the Collateral Summary and click Submit. Collateral record is added and displayed in the Collateral Details page.
    View/Edit/Delete To View, Edit or Delete the collateral details, click Down Arrow in the corresponding record and select the required option.
    Next Click Next in the Collateral Details page. The Collateral Facility Linkage page appears.

Parent topic: Proposal Enrichment