2.25 Alert Definition Maintenance

This topic describes about the procedure to maintain rule criteria code.

Note:

The fields, which are marked with an asterisk, are mandatory.

User can define specific alerts to be sent to the bank users. User need to define the alert codes and map the alert code to the bank user using Alert Definition Maintenance screen.

1. On the Home screen, specify CODADMNT in the text box and click the icon.
   The Alert Definition Maintenance screen displays.

   Figure 2-63 Alert Definition Maintenance

   
   

   
   Description of "Figure 2-63 Alert Definition Maintenance"

   
   
2. On Alert Definition Maintenance screen, click New and specify the fields.
   For more information on fields, refer to the field description table.

   Table 2-87 Alert Definition Maintenance - Field Description

   Field	Description
   Alert Code	Specify the alert code to be mapped to the bank.
   Description	The system displays the description of the alert based on the alert code specified.
   Criteria Code	Click the icon and select the criteria code to be used for the alert. The option list displays valid criteria codes (Rules 1 to 9 which are factory shipped) that are maintained in the system. The description of each criteria code is explained below table: For more information on rule code description, refer Table 2-88.
   Final SQL Statement	Based on the criteria code selected, the system displays the final SQL statement.

   Table 2-88 Rule Code Description

   Rule Code	Rule Name	Rule Description	Parameter Configured	Trigger for Alert	Alert Message Description
   Rule1	Limits Due for Expiry	Review required X days before Limit Expiry Date, where X is configurable parameter	Notice Days (GEDLMPRS) Screen	Limit Expiry Date	<FACILITY_ ID> - Limit <LIAB_ ID> - <LINE_CO DE> due for expiry
   Rule 2	Limits where Collateral due for expiry	Review required X days before Collateral Expiry Date, where X is a configurable parameter	Notice Days (GEDLMPRS Screen)	Collateral Expiry Date	<COLLATERAL_ ID> - Collaterals <COLLATERAL CODE> for Limit <LIABILITY ID> due for expiry
   Rule 3	Limits where the Utilization Threshold% is breached with respect to Sanctioned Limit	Review required for Limit Utilization % breached with respect to Sanctioned Limit, where Threshold % is a configurable parameter	Threshold % (GEDLMPRS Screen)	Sanctioned Limit Amount	<FACILITY_ ID> - Sanctioned Limit for Limit <LIABILITY ID> - <LINE CODE> has breached the predefined threshold percentage
   Rule 4	Limits where the Utilization Threshold% is breached with respect to Collateral Value	Review required for Limit Utilization % breached with respect to Collateral Value, where Threshold % is a configurable parameter	Threshold % (GEDLMPRS Screen)	Collateral Value	<COLLATERAL_ ID> - Collaterals Value for Limit <LIABILITY ID> has breached the predefined threshold percentage
   Rule 5	Frequency Based Limit Review	Frequency Based Limit Review	Frequency maintained in the Facilities Maintenance (GEDFACLT) screen.	Frequency and Next Review Date on the Facilities Maintenance Screen (GEDFACLT)	<FACILITY_ ID> - Limit Review for Limit <LIABILITY ID> - <LINE CODE> is due
   Rule 8	Documents due for Expiry	Review required when the documents are expired	Frequency, Start Month, Due date on field on the Covenant Maintenance Screen (GEDCOVNT) and Notice Days on the Rule Criteria Code Screen. Notice days on the Covenant Maintenance Screen will not be considered for Alert generation	Revision Date on the Covenants tab on the Collateral Maintenance (GCDCOLLT)	<COVENANT_ ID> - Documents/ Covenants <COVENANT NAME> for Limit <LIABILITY ID> due for expiry
   RULE 9	Marketable/ non-marketable securities value decrease	Review required when the marketable or the non marketable securities value is decreased	From Securities Maintenance Level	Securities Value	<SECURITY_ ID> - Securities <SECURITY CODE> for Limit <LIABILITY ID> value decreased
   Rule 11	Liabilities where Credit rating has been lowered	Review required when the Credit Rating for liability is lowered	Liability Credit Rating (GEDMLIAB)	Credit Rating Grade	Credit Rating for LIABILITY NO issued by AGENCY NAME has been lowered
   Rule 12	Facilities where Credit rating has been lowered	Review required when the Credit Rating for facility is lowered	Facility Credit Rating (GEDFACLT)	Credit Rating Grade	Credit Rating for LINE CODE issued by AGENCY NAME has been lowered

3. On Alert Definition Maintenance screen, click Preferences tab.
   The Preferences screen displays.

   Figure 2-64 Preferences

   
   

   
   Description of "Figure 2-64 Preferences"

   
   

   For more information on fields, refer to the field description table.

   Table 2-89 Preferences - Field Description

   Field	Description
   Effective From	Specify the start date of the alert message generation. Click the date button to choose a date from the calendar. The system generates the alerts for the users from this date.
   End Date	Specify the end date of the alert message generation. Click the date button to choose a date from the calendar. The system generates the alerts for the users until this date.
   Frequency	Select the frequency for the alert message generation from the drop down list. The options available are: Once Daily Weekly Monthly Yearly Always
   View Days	Specify the number of days to keep the alert message in the dashboard or the portal. The user can view the alert message in the dashboard or portal for the number of view days maintained here. After that, the message disappears from the dashboard or portal.

4. On Alert Definition Maintenance screen, click Target tab.
   The Target screen displays.

   Figure 2-65 Target

   
   

   
   Description of "Figure 2-65 Target"

   
   

   For more information on fields, refer to the field description table.

   Table 2-90 Target - Field Description

   Field	Description
   Target Type	The target type indicates the receiver of the alert message. The system displays the default value as a Bank User.
   Bank User Type	Specify the bank user type to receive the alert message. The drop-down list displays the following user types: Role User ID
   Target ID	Specify the target ID. If the Bank User Type is Role, specify the particular user role. If the Bank User Type is User ID, specify the respective user ID. User can choose the appropriate target ID from the option list. The alert message is generated to the target IDs selected here.
   Description	The system displays the description of the selected target ID. User can add more bank user types by clicking the Add button. User can also delete a bank user type using Delete button.

5. On Alert Definition Maintenance screen, click Message tab.
   The Message screen displays.

   Figure 2-66 Message

   
   

   
   Description of "Figure 2-66 Message"

   
   

   For more information on fields, refer to the field description table.

   Table 2-91 Message - Field Description

   Field	Description
   Channel	Select the mode of message delivery. The following options are: Dashboard The alert message is delivered to the bank user by the mode specified.
   Language	Specify the language of the alert message. The option list displays all valid languages that are applicable.
   Subject	Specify a subject that is significant to the alert message to be generated.
   User Message	Specify the message to be generated for the bank user or RM. The message may contain two types of text: Static Variables The static text is generated as they are defined. The variable text varies based on the intended user and the nature of the message.

6. Click Execute Query to execute the record.

• Alert Definition Summary
  This topic describes about the procedure to view alert definition summary.