Enhanced Fees and Charges

Course title
Enhanced Fees and Charges
Duration
1.5 days
Audience
Partners
Internal
Customers

Overview

  • ChargeĀ  Components, Events and Structures
  • Setting up Components, Events and Structures
  • Assigning Structures to Channel Codes
  • Creating Charge Structures by Account Type and Deal Type
  • Creating Structures for Specific Accounts and Commitments
  • Applying Charges in a Transaction
  • Maintaining Charges
  • Maintaining Queued Charges
  • Examining new EOD Process and Report

Pre-requisites

  • System Overview
  • Equation Introduction
  • Introduction to Parameters

Course Agenda

  • Set-up Charge Components and Events
  • Set-up Currency Based Charge Structures
  • Set-up Account/Deal Type Structures
  • Recall/Amend Standard Charges in a Transaction

What's included

Exercises and Quiz, HOL

Delivery dates

Twice a year, for new hires