3.4.2 Configuring Customer Covenants

Configuring Customer Covenants
  1. To add a customer covenants, click Customer Covenants from the left menu and then click + icon. Covenant Details window is displayed:

    Figure 3-24 Customer Covenants


    Description of Figure 3-24 follows
    Description of "Figure 3-24 Customer Covenants"

    Figure 3-25 Covenant Details


    Description of Figure 3-25 follows
    Description of "Figure 3-25 Covenant Details"

    Figure 3-26 Covenant Details


    Description of Figure 3-26 follows
    Description of "Figure 3-26 Covenant Details"

    For information on fields in the Covenant Details screen, refer the below table.

    Table 3-4 Covenant Details

    Fields/Icons Description
    Covenant ID Search and select Covenant ID from the list of already created and maintained customer covenants. Details associated with the customer covenants are automatically fetched and displayed in the Covenant Details window.
    Is Waivable? Enable Is Waivable? check box, if waive off option is allowed for the customer covenant.
    Target Condition Select Target Condition from drop-down list. The following options are available:
    • Between
    • Equal to
    • Greater than
    • Greater than or equal to
    • Less than
    • Less than or equal to

    Note: If you have selected Covenant Type as Financial, then this field is displayed. For Covenant Type selected as Non-financial this field is not available.

    Target Value Enter Target Value.

    Note: If you have selected Covenant Type as Financial, then this field is displayed. For Covenant Type selected as Non-financial this field is not available.

    Comments Enter Comments to help Approvers in making quick decision.
    Add Click Add. Covenant Details are added and displayed in Customer Covenants window.
    Edit To modify the added customer covenant, click Edit icon.
    Delete To delete the added customer covenant, click Delete icon.
    View To view the added customer covenant, click View icon.
  2. Default and Validation
    The following fields will get defaulted from Policy Definition to the OBCFPM processes which are linked to policy definition and policy validation.
    • Code
    • Is Waivable?
    • Target Condition
    • Target Value
The following fields will get validated against policy definition and the compliance will be reported in Policy Exception.
  • Code
  • Is Waivable?
  • Target Condition
  • Target Value

Parent topic: Policy Definition