7.1 Create Financial Ratio Benchmark

This topic provides systematic instructions about the procedure to create financial ratio benchmark record.

The Create Financial Ratio Benchmark screen provides an option to define new benchmark for a financial value.

1. From Home screen, select Credit Facilities. Under Credit Facilities, select Maintenance.
2. Under Maintenance, select Financial Ratio Benchmark. Under Financial Ratio Benchmark, select Create Financial Ratio Benchmark.
   The Create Financial Ratio Benchmark screen is displayed.

   Figure 7-1 Create Financial Ratio Benchmark

   
   

   
   Description of "Figure 7-1 Create Financial Ratio Benchmark"

   
   
3. Provide or select the benchmark details based on description in the following table.

   Table 7-1 Create Financial Ratio Benchmark - Field Description

   Field	Description
   Benchmark Code	Specify a unique code for the benchmark to be defined.
   Industry Type	Specify the type of industry for which the benchmark is to be defined.
   Customer Segment	Select the customer segment from the drop down list.
   Effective Date	Click the calendar icon and select the effective date for benchmark.
   Applicable Period	Select the financial year for which the Benchmark is applicable from the drop downlist.
   Balancesheet Currency	Search and select the balance sheet currency.
   Balancesheet Size -From	Specify the minimum balance sheet size for defining benchmark.
   Balancesheet Size -To	Specify the maximum balance sheet size for defining benchmark.

4. Click Add Benchmark in the Financial Code Details section.
   New row for specifying the financial code details is created as shown below.

   Figure 7-2 Create Financial Ratio Benchmark - Financial Code Details

   
   

   
   Description of "Figure 7-2 Create Financial Ratio Benchmark - Financial Code Details"

   
   
5. Select or specify the financial code details based on description in the following table.

   Table 7-2 Create Financial Ratio Benchmark - Financial Code Details - Field Description

   Field	Description
   Financial Code	Select the financial code from the list of codes maintained in Financial Code Maintenance screen.
   Bank Benchmark Value	Specify the bank’s benchmark value for a particular financial range.
   Industry Benchmark Value	Specify the industry benchmark value for a particular financial range.
   Absolute Range Min.	Specify the minimum financial value for defining financial range.
   Absolute Range Max.	Specify the maximum financial value for defining financial range.

6. To remove the financial code entry, click Remove in the Actions column.
7. To create Financial Ratio Benchmark, click Save.
   The Financial Ratio Benchmark will be created upon authorization.