7.6 Proposal Structuring - Proposal Structuring

This data segment allows the user to propose a facility amount for the customer based on the customer evaluation.

Note:

In this chapter, only the procedure to propose facility amount is provided.

For information on Actions that can be performed for the facility (such as Create Sub Limit, Remove Facility, and Link Document) and for information on viewing and managing Facility, Collateral, Covenants, and Terms & Conditions, refer Basic Info.

Figure 7-6 Summary

Description of "Figure 7-6 Summary"

1. Click the Hamburger icon in the corresponding record and select Edit Facility.
   The Facility Details window is displayed.

   Figure 7-7 Facility Details

   
   

   
   Description of "Figure 7-7 Facility Details"

   
   

   Note:

   For information about Schedule, Exposure, Fee, Pool Linkage, Pricing, Facility Collateral Linkage, Credit Rating, FX Rate Revaluation, and Utilization History menus, refer Basic Info.

2. Specify an amount in Proposed Amount field.
3. Click Save. Proposed amount is added to the facility.
4. To go to the Comments page, click Next.