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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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Notes
In the Notes screen, notes about the financial instrument or the customer are displayed.
New notes can be entered by selecting a business transaction. Existing notes can be marked as obsolete directly in this screen.
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