2 Covenants and Conditions Dashboard

This topics provides information about Covenants and Conditions Dashboard.

The Covenants and Conditions Dashboard will show all the covenants and conditions linked to a Borrower/customer.
  1. On the homepage, click Menu and click Covenants and Conditions.
    The Covenants and Conditions Dashboard displays.

    Figure 2-1 Covenants and Conditions Dashboard


    Description of Figure 2-1 follows
    Description of "Figure 2-1 Covenants and Conditions Dashboard"

  2. Select the Customer number from the LOV.
  3. Click Launch.
    The Covenants and Conditions Summary screen displays with the following tiles:
    1. Basic Info section
    2. Overall Summary section
    3. Covenants Compliance Summary
    4. Conditions Compliance Summary
    5. Upcoming Events
    6. Pending Events
    7. Covenants History
    8. Conditions History

    Figure 2-2 Covenants and Conditions Summary


    Description of Figure 2-2 follows
    Description of "Figure 2-2 Covenants and Conditions Summary"

    This topic contains the following sub-topics:

  • Basic Info Section
    This topic provides detailed information on the Basic Info tile available in the Covenants and Conditions Dashboard.
  • Overall Summary section
    This topic provides detailed information on the Overall Summary section available in the Covenants and Conditions Dashboard.
  • Covenants Compliance Summary
    This topic provides detailed information on the Covenants Compliance Summary tile available in the Covenants and Conditions Dashboard.
  • Conditions Compliance Summary
    This topic provides detailed information on the Conditions Compliance Summary tile available in the Covenants and Conditions Dashboard.
  • Upcoming Events
    This topic provides the systematic instructions to view upcoming events on the dashboard.
  • Pending Events
    This topic provides the systematic instructions to view pending events on the dashboard.
  • Covenants History
    This topic provides detailed information on the Covenants History tile available in the Covenants and Conditions Dashboard.
  • Conditions History
    This topic provides detailed information on the Conditions History tile available in the Covenants and Conditions Dashboard.