6.2 Updating Covenant Details

  1. To update the covenant details, click Action icon in the covenant record and select Update Covenant.
    The Covenant Details - Covenant Breach RM window is displayed.

    Figure 6-2 Covenant Details - Covenant Breach RM


    Description of Figure 6-2 follows
    Description of "Figure 6-2 Covenant Details - Covenant Breach RM"

    Figure 6-3 Covenant Details - Covenant Breach RM


    Description of Figure 6-3 follows
    Description of "Figure 6-3 Covenant Details - Covenant Breach RM"

    In the above window, covenant details derived by the system as well as captured by the users in previous stage are displayed. The RM can modify the covenant details only if the fields are set as editable in Business Process maintenance.

    Note:

    To upload financial documents in this stage, refer Uploading Financial Document chapter.

    To view covenant linkage details, click and expand the Covenant Details section.

  2. In the Relationship Manager Opinion section, capture comments for the covenant if any.
  3. Click Post.
    Comments are posted below the comments text box.
  4. Click Update.

Parent topic: Breach - RM