18.1 Collateral Summary

This topic provides systematic instructions about the Collateral Summary data segment in Safekeeping stage.

In the Collateral Summary data segment, the following collateral details captured in the previous stages are displayed.
  • Basic Information
  • Collateral Type (Property) Details
  • Linked Facilities Details
  • Ownership
  • Seniority of Details
  • Covenants
  • Insurance
  • Configured Stage Status
  1. To launch the Safekeeping - Collateral summary screen, navigate to Tasks > Free Tasks from the left menu.
    The Free Tasks screen is displayed.

    Figure 18-1 Free Tasks


    Free Tasks queue in OBCFPM

  2. Click Acquire & Edit in the required Safekeeping task.
    The Safekeeping - Collateral Summary screen is displayed.

    Figure 18-2 Safekeeping - Collateral Summary


    Collateral Summary

  3. View the Collateral Summary and click Next.