12.2 RM Dashboard

This topic describes about the various widgets on the RM Dashboard.

RM Dashboard allows the user to view the summary of Liquidity Management transactions and the relevant system alerts. The various dashboards for corporate are discussed under the following headings.

1. Click RM Dashboard tab on the screen.

   The system displays the list of customers.

2. Select the customer for which the dashboard has to be displayed.

   The dashboard for the selected customer displays.

Account Map

In this widget, the user can view the currency wise balances of a corporate across all structures in a location. The user can hover over the dots in a region to see the balances.

The color of the dots is different depending on the balances:

Table 12-4 Account Map - Color Description

Color Dot	Description
Green	The location has positive balances across the currencies.
Amber	The location has both positive and negative balances across the currencies.
Red	The location has negative balances across the currencies.

Currency Balances - Past 30 days

This widget displays the corporate currency wise total positions on a day for the past 30 days. The currency balance refers to the EOD balances. It helps to ascertain the global currency positions of the corporate and the changes in currency positions.

Scheduled Sweeps - Today

This widget displays the list of sweeps scheduled for the day. The scheduled sweeps will be displayed as per the logged in user’s time zone.

The various columns in the widget are as follows:

Table 12-5 Scheduled Sweeps - Today - Field Description

Field	Description
Structure ID	Displays the Structure ID.
Child Account	Displays the child account number.
Parent Account	Displays the parent account number.
Instruction	Displays the instruction that the pair is assigned.