Collateral Recording

Course title
Collateral Recording
Duration
1 day
Audience
Partners
Internal
Customers

Overview

  • Management Overview
  • Collateral Types
  • Collateral Locations
  • Entering Collateral Items
  • Assigning Collateral Items
  • Reports and Enquiries

Pre-requisites

  • System Overview
  • Equation Introduction
  • Introduction to Parameters
  • Equation Lending User

Course Agenda

  • Define Types of Collaterals
  • Set up Collateral Locations
  • Enter New Collateral Items
  • Recognise the Collateral Assignment Rules
  • Assign Collateral to¬† Overdrafts, Commitments and Loans

What's included

Exercises and Quiz, HOL

Delivery dates

Twice a year, for new hires