Creating a new credit arrangement
A *credit arrangement* is the maximum amount a client can take out in loans and overdrafts. It is similar in function to the *maximum exposure*...
5 docs tagged with "credit-management"
View all tagsCredit arrangement states
A *Credit Arrangement* is a maximum amount a client (individual, group or company) can take out in loans and overdrafts.
Managing credit arrangements
Once a credit arrangement is created, it will be displayed as a separate tab on the client or group **Overview** page (similar to the way a loan...
Removing accounts from a credit arrangement
Accounts that are not yet closed can be removed (unlinked) from credit arrangements as long as the product setup does not require the account to be...
Working with Credit Arrangements (Lines of Credit)
A “Credit Arrangement” is a maximum amount a client (individual, group or company) can take in loans and overdrafts. It is similar in function to the...