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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.

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History

In this screen, all changes to the financial instrument itself but also to all connected objects such as customer master data, securities, etc. are displayed.

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To do this, it is possible to either scroll from change to change in the first tab ("By Date/Time") or to display a complete change history structured by date in the second tab "(All").

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