5.5 Collateral Query

This topic provides the information on Collateral Query.

Through this query, user can fetch collaterals created for a liability. Collateral type provides additional filter option to fetch collaterals of a particular type.On execute query, system lists the collaterals in the grid with details.Further drill down options facilitates in queries the details of collateral utilization, linkage of entities like facility/collateral pool to the selected collateral

  1. On Home screen, select Limits and Collaterals. Under Limits and Collaterals, select Query.
  2. Under Query, select Collateral Query. Under Collateral Query, select View Collateral Query.
    The View Collateral Query screen is displayed.

    Figure 5-6 View Collateral Query


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    Description of "Figure 5-6 View Collateral Query"

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

    Table 5-5 View Collateral Query - Field Description

    Field Description
    Liability No Click the Search icon and select the liability number from the list.
    Collateral Code Click the Search icon and select the collateral code from the list.
    Collateral Type Click the Search icon and select the collateral type from the list.
    Here records can be queried based on multiple filters like Liability Code, Collateral Code and Collateral Type.

    Note:

    • When records queried based on Liability Code alone, system fetches and displays records of all the collateral code across different collateral types.
    • When record fetched based on specific collateral code system fetches and displays record of the that specific collateral code.
    • When records are queried based on Collateral Type, system fetches and displays records of that specific collateral type across different Liability code.
    User can select Collateral Code as below:

    Figure 5-7 Search Collateral Code


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    Description of "Figure 5-7 Search Collateral Code"

    Figure 5-8 View Collateral Query


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    Description of "Figure 5-8 View Collateral Query"

  3. Click Execute Query.
    The Execute Query - View Collateral Query screen displays.

    Figure 5-9 Execute Query - View Collateral Query


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    Description of "Figure 5-9 Execute Query - View Collateral Query "

    Figure 5-10 Execute Query - View Collateral Query


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    Description of "Figure 5-10 Execute Query - View Collateral Query "

  4. Click on Details.
    The Collateral Details screen displays.
    User here can click ‘Open Pool Summary’ option and check the details about the Pools associated with this Collateral Code. Pool Summary Screen can also be accessed directly from queries menu as well.

    Figure 5-11 Pool Summary


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    Description of "Figure 5-11 Pool Summary"

    User can click ‘Open Utilization Query’ button and view the Utilization Summary of this collateral code.

    Utilisation query can also be accessed directly from Queries menu as well

    Figure 5-12 Utilization Inquiry


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    Description of "Figure 5-12 Utilization Inquiry"

    Now here by clicking ‘View’ option , user can view further details related to this Utulization as below.

    Figure 5-13 View More


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    Description of "Figure 5-13 View More"

    Here now clicking ‘View Utilization Log’ option user can view various actions performed on this collateral Code as below. Utilization Log inquiry screen can be directly accessed from Queries menu as well.

    Figure 5-14 Utilization Log


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    Description of "Figure 5-14 Utilization Log"

    By Clicking ‘View’ user can view more details about this transaction.

    Figure 5-15 View Transaction Details


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    Description of "Figure 5-15 View Transaction Details"

Parent topic: Query