2.2.16 Facility Credit Rating and History
This topic describes about the procedure to capture facility rating details.
Note:
The fields, which are marked with an asterisk, are mandatory.- On Facilities Maintenance screen, click the
Credit Rating tab.The Facility Credit Rating and History screen is displayed.For more information on fields, refer to the field description table.
Figure 2-20 Facility Credit Rating and History
Table 2-41 Facility Credit Rating and History - Field Description
Fields Description Agency Name Click the 
icon and select the credit rating agency name from
the list.
Credit Rating Click the icon and select the credit rating from the list.
User can maintain multiple external credit rating agencies
for a single facility. However, user can maintain only one
internal credit rating agency for a single facility.
Primary Switch to
to make the record as primary for facility.
Switch to
to make the record as not primary for
facility.
The ratings from multiple agencies of external type can be assigned to a facility of which one should be marked as primary.
Only one internal credit rating can be maintained which by default is considered Primary.
The internal credit rating marked as Primary is shown in Internal Credit Rating field in the Facilities Maintenance screen. Similarly, external credit rating marked as Primary is shown in External Credit Rating field in the Facilities Maintenance screen.
The modification of primary from one agency to another is allowed.
Note: When a primary credit rating at facility level is modified to a rating with a lower priority, then an alert is triggered. The alert of such facilities is displayed in the dashboard.
Effective Date Specify the effective date while associating a credit rating to a facility. It is mandatory to select the effective date while associating the credit rating. Effective date can be backdated and not future dated. For the same agency, multiple ratings cannot be assigned for the same effective date.
For backdated facilities, rating effective date cannot be prior to the facility start date.
If multiple modifications are done for a particular agency with the same effective date, then the last modification is taken into consideration.
Credit Rating Agency Type Select the agency type as Internal or External. These values get defaulted from the Credit Rating Agency Maintenance screen. Facility Credit Rating History Specify the fileds under this section. Credit Rating and Effective Date If the credit rating for a specific agency is modified along with the Effective date at a facility level, then the existing is recorded in the Facility Credit Ratings History section.
Parent topic: Facilities Maintenance