3.6 Amendment Initiation - Connected Party

This topic describes information about the Connected Party in the Amendment Initiation.

This data segment allows to view, modify, delete and add details about the connected parties of users customer.

Figure 3-53 Connected Party

Description of "Figure 3-53 Connected Party"

1. To filter the required connected party from the list, click Filter button.
   The Filter window is displayed.

   Figure 3-54 Filter

   
   

   
   Description of "Figure 3-54 Filter"

   
   
2. Type and / or select the filter parameters.
3. Click Apply. Connected parties that matches the filter parameters are displayed.
4. To filter the connected parties using single filter parameter, type the parameter directly in Type to filter text box.

   Note:

   Minimum 3 characters need to be entered in the Type to filter text box to filter the connected parties.

5. To add information about connected parties, click the add icon.
   The Connected Parties Details window is displayed.

   Figure 3-55 Connected Parties Details

   
   

   
   Description of "Figure 3-55 Connected Parties Details"

   
   

   For information on fields in the Connected Parties Details page, refer the below table.

   Table 3-36 Connected Parties Details

   Fields	Description
   Customer No	Search and select the Customer No. of the party connected with your customer. Following details about the connected party are fetched and displayed: Name Total Gross Facility Total Net Facility Cash Cover Approved Funded Sell Down Approved Unfunded Sell Down Facility Details
   Facility Details	To change the view of Facility Details, click the required icon from List View, Table View and Tree View icons.
   Create	Click Create. Connected party details are added and displayed in the Connected Parties page.
   Save	Modify the required information and click Save.
   Hold	To hold the Amendment Initiation task, click Hold in the Connected Parties page.
   Back	To go back to the previous page, click Back.
   Save & Close	To save the Amendment Initiation task for future edit, click Save & Close.
   Next	To go to the next page, click Next.
   Cancel	To exit the process without saving the information, click Cancel.
   Select	To edit the connected party details, Select the required party from the list. Edit icon is enabled.
   edit	Click the edit icon. The Connected Party Details window is displayed.
   Select	To delete the connected party, Select the party and click delete icon.
   list view	To change the table view to list view, click the list view icon at the right corner.

6. Upon clicking Next in the Connected Parties page, the Write up page is displayed.