7.2 Amendment Structuring - Amendment Summary

This topic procides systematic instructions about Amendment Summary of the Amendment Structuring.

This data segment displays amendment summary of the facilities, collaterals, covenants and terms & conditions, thus the user can easily identify the changes made to the proposal.

Figure 7-3 Customer Summary

Description of "Figure 7-3 Customer Summary"

1. To view the existing and proposed entities, click and expand the Amendment Impact Overview.

   Figure 7-4 Amendment Impact Overview

   

   For information on fields in the Amendment Impact Overview page, refer the below table

   Table 7-1 Amendment Impact Overview

   Fields	Description
   Filter	To filter the required facility, click the Filter button and provide the filter parameters. (Or) directly type first 3 letters of the filter parameter in Type to filter text box.
   table icon	To change the layout of Facilities page to the table view, click the table icon.
   Entities	After viewing the Facility Amendment Summary, click the Entities tab.

   The Entities page is displayed.

   Figure 7-5 Amendment Summary

   
   

   
   Description of "Figure 7-5 Amendment Summary "

   
   
2. To view the entity details, click the Party Id.
   The Entity Details window is displayed.

   Figure 7-6 Entity Details

   

   For information on fields in the Entity Details page, refer the below table

   Table 7-2 Entity Details

   Fields	Description
   Address	To view the entity’s address and industry information, click the Address and the Industry tabs respectively.
   Right arrow	To view the business details, click the right arrow next to the Customer Profile menu and select the Business sub-menu.

3. To view the entity’s financial details, click Financial Profile from the left menu.

   Figure 7-7 Entity Details

   
4. To view the financial documents submitted by the entity, click the Financial Documents button.
5. To view the projections calculated for the entity, click Projections from the left menu.

   Figure 7-8 Entity Details

   

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

   Table 7-3 Entity Details

   Fields	Description
   Projection Documents	To view the projection documents, click the Projection Documents button.
   Rating	To view the credit rating of party, click Rating from the left menu.

6. To view the information about entity’s stakeholders, click StakeHolders from the left menu. Stakeholders menu expands.

   Figure 7-9 Entity Details

   

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

   Table 7-4 Entity Details

   Fields	Description
   Assets	To view the asset details, click Assets from the left menu.
   Customer Covenants	To view the covenant details, click Customer Covenants from the left menu.
   Terms & Conditions	To view the terms and conditions detail, click Terms & Conditions from the left menu.
   Close	To exit the Entity Details window, click Close.
   Sub menu	To view the stakeholder information such as Management Team, Bankers/ Financiers, Guarantors, Customers, Suppliers, Contractors and Insurers, click on the respective sub-menu.
   left arrow	To go back to the main menu, click the left arrow at the top left corner.

7. To view the Collaterals Amendment Summary, click Collaterals tab in the Amendment Summary page.

   Figure 7-10 Amendment Summary

   
   

   
   Description of "Figure 7-10 Amendment Summary "

   
   

   For information on fields in the Amendment Summary page, refer the below table

   Table 7-5 Amendment Summary

   Fields	Description
   Filter	To filter the required collateral information, click the Filter button and provide the filter parameters. (Or) directly type first 3 letters of the filter parameter in Type to filter text box.
   Table View	To change the layout of Collaterals page to the table view, click the Table View icon.

8. To view the Covenants Amendment Summary, click the Covenants tab.

   Figure 7-11 Amendment Summary

   

   For information on fields in the Amendment Summary page, refer the below table

   Table 7-6 Amendment Summary

   Fields	Description
   Filter	To filter the required covenants, click the Filter button and provide the filter parameters. (Or) directly type first 3 letters of the filter parameter in Type to filter text box.
   Table View	To change the layout of the Covenants page to the table view, click the Table View icon.

9. To view the Terms & Conditions Amendment Summary, click the Terms & Conditions tab.

   Figure 7-12 Amendment Summary

   

   For information on fields in the Amendment Summary page, refer the below table

   Table 7-7 Amendment Summary

   Fields	Description
   Filter	To filter the required terms & conditions, click the Filter button and provide the filter parameters. (Or) directly type first 3 letters of the filter parameter in Type to filter text box.
   Table View	To change the layout of Terms & Conditions page to the table view, click the Table View icon.

10. To go to the next page, click Next. The Proposal Structuring page is displayed.