How the screen works
All detail screens of a financial instrument in the swim lane "Lifecycle Management" are structured according to the same pattern:
- By selecting a subpage in the red marked area on the left, corresponding additional individual information of the financial instrument is displayed. The circled number indicates how much corresponding information is available.
- The main information is always displayed in the blue-marked middle area of the screen.
- To edit the financial instrument, e.g. to enter a change in the instalment for a loan, the respective business event must be selected in the green marked area on the right of the list. A data entry window will then open at the same place to enter all the data required for the business transaction.
Legitimation
All data with which a customer has authenticated himself are displayed in the Legitimation screen.
In case of a loan, the main borrower is displayed first, and the legitimation of co-applicants, guarantors or other participants is also displayed in further tabs.
If there is more than one legitimation for a customer, the small arrows in the top right-hand corner can be used to scroll. Scanned documents can be found in the Documents screen.
