2.2 Overall Summary section

This topic provides detailed information on the Overall Summary section available in the Covenants and Conditions Dashboard.

This section displays the below information, that are:

  • Total Covenants
    Displays the total sum of the customer, facility, and collateral-linked covenants. When the user click on the number, a pop-up will display the Number of Financial Covenants and Number of Non-Financial Covenants.

    Figure 2-5 Overall Summary - Total Covenants



  • Total Conditions
    Displays the total sum of the customer, facility, and collateral-linked conditions. When the user click on the number, a pop-up will display the Number of Pre-Disbursement, Number of Post-Disbursement and Number of Pre-Sanctioned Conditions.

    Figure 2-6 Overall Summary - Total Conditions



  • Upcoming Events
    Displays the number of tracking tasks for covenants and conditions that will be generated in the next 30 days from the current date. When the user click on the number, a pop-up will display the total tasks for covenants and conditions that will be generated in the next 30 days.

    Figure 2-7 Overall Summary - Upcoming Events



  • Pending Events
    Displays the number of pending Covenants or Conditions that have past the due date. When the user click on the number, a pop-up will display the Number of Pending Covenants and Number of Pending Conditions.

    Figure 2-8 Overall Summary - Pending Events