3.5 Amendment Initiation - Groupwise Exposure

This topic describes information about the Groupwise Exposure in the Amendment Initiation.

This data segment allows to view, modify, delete and add information about the facilities already availed by the party / child party from your bank.

Figure 3-50 Groupwise Exposure

Description of "Figure 3-50 Groupwise Exposure"

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

   Figure 3-51 Filter

   
   

   
   Description of "Figure 3-51 Filter"

   
   
2. Type and / or select the filter parameters.
3. Click Apply. Existing groupwise exposure that matches the filter parameters are displayed.
4. To filter the groupwise exposure 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 groupwise exposure.

5. To add groupwise exposure details, click the add icon.
   The Groupwise Exposure Details window is displayed.

   Figure 3-52 Groupwise Exposure Details

   
   

   
   Description of "Figure 3-52 Groupwise Exposure Details"

   
   

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

   Table 3-35 Groupwise Exposure Details

   Fields	Description
   Entity Name	In Entity Name field, enter your bank name.
   Customer Name	In Customer Name field, enter the name of the party or the child party.
   Relation	Select the Relation as Borrower, if party name is provided in the Customer Name field. If child party name is provided in the Customer Name field, select the Relation as Connected Party.
   Currency	Search and select the Currency in which the facility is offered by your bank. Specify the following details about the facility: Approved Limit Outstanding Limit Amount Tenor
   Commitment Status	Select the Commitment Status from the drop don list. The options available are Committed and Uncommitted.
   Save	Click Save. Groupwise exposure details are added.
   Hold	To hold the Amendment Initiation task, click Hold in the Groupwise Exposure 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 groupwise exposure information, Select the required exposure from the list. Edit icon is enabled.
   edit	Click the edit icon. The Groupwise Exposure Details window is displayed.
   Save	Modify the required information and click Save.
   delete	To delete the groupwise exposure information, Select the exposure and click delete icon.
   list view	To change the layout of Groupwise Exposure page to list view, click the list view icon at the right corner.

6. Click Next in the Groupwise Exposure page, the Connected Parties page is displayed.