3.22 Basic Info

In this data segment, the user can view and manage the Facilities, Collaterals, Covenants, and Terms and Conditions of the customer.

Figure 3-48 Basic Info

Description of "Figure 3-48 Basic Info"

In the Facilities tab, the count of facilities that need to be reviewed are listed in the following widgets:

• Amount
• Overdue
• Facility Covenants
• Facility T&C
• No Anomaly

1. Click the count on required widget to view the facilities under a particular category.

   Figure 3-49 Basic Info

   
   

   
   Description of "Figure 3-49 Basic Info"

   
   
2. To take necessary action for the facility, select the facility and click Actions.

   The following table describes the result of each action available in the Actions list of values:

   Table 3-25 Basic Info

   Actions	Result
   Mark as no change required	The system will mark that no change is required for the facility
   Change to new review date	The user can enter a new review date for the facility
   Close Facility	The facility will be closed
   Hold Facility	The system will hold the facility

3. Click on the required action.

   You can directly create new facility or create facility using the Facility Template maintained at the Maintenance module in this data segment.