14.2 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.
- Click RM Dashboard tab on the screen.
The system displays the list of customers.
- 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 14-4 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 14-5 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. |
Parent topic: Dashboards