3.41 Groupwise Exposure

In this data segment, the user can add details of the party or the connected party’s exposure with your bank.

Figure 3-93 Groupwise Exposure


Description of Figure 3-93 follows
Description of "Figure 3-93 Groupwise Exposure"

  1. Click the Add icon.
    The Groupwise Exposure Details window is displayed.

    Figure 3-94 Groupwise Exposure Details

    Groupwise Exposure Details such as Entity Name and Customer Name

    For field level information refer the below table.

    Table 3-40 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 as Borrower 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 the bank.
    Commitment Status Select the Commitment Status from the drop don list. The options available are Committed and Uncommitted.
  2. Specify the following details about the facility:
    • Approved Limit
    • Outstanding Limit Amount
    • Tenor
  3. Click Create. Groupwise exposure details are added and displayed as shown below:

    Figure 3-95 Groupwise Exposure


    Description of Figure 3-95 follows
    Description of "Figure 3-95 Groupwise Exposure"

    For field level information refer the below table.

    Table 3-41 Groupwise Exposure

    Fields Description
    List view To change the table view to list view, click the List view icon at the right corner.

    Note: If the party or child party has availed more than one facility from your bank, add all the groupwise exposure details by clicking Add icon again.

    Filter To filter the required groupwise exposure, click the Filter icon and specify the filter parameters or directly provide the exposure detail in the Type to filter text box.
    Edit To edit the groupwise exposure information, Select the required exposure from the list and click the Edit icon.
    Delete To delete the groupwise exposure information, Select the exposure and click the Delete icon.
    Next To add groupwise exposure detail of the child party, click the arrow Next to the party name in the top left corner. Customer list appears.
  4. Select the required child party. The Groupwise Exposure page is displayed.
  5. Add the groupwise exposure information of the child party and click Next. The Connected Parties is displayed.

Parent topic: Proposal Initiation