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Configuration - Update the Entity Metrics

Updated

Metrics define the measurements to meet in a covenant.

 

Prerequisites
  1. Create a Metric in the Account or Import a Metric Package to an Account
  2. Associate a Metric with Entities
  3. Configure an Entity Scenario

 

Navigate to the Entities Page
  1. Log in to your Fairways Debt account and select a customer account, if relevant.
  2. Navigate to Applications Applications.png > Debt & Derivatives > Entities.

 

Update the Entity Metrics
  1. Click the ellipsis icon Ellipsis.png and select Update Metrics Values.

UpdateEntityMetrics_EN.png

  1. Select one or more entities and click Next.

SelectEntities_EN.png

  1. Select the relevant scenario and click Next.

SelectScenario_EN.png

  1. Browse, or drag and drop the file with the updated data in the dedicated area.

    Note: You can click Download XLS Template to download the template with the scenario's metrics. You will then only need to update the data and upload the file.

FileUpload_EN.png

  1. Click Next to preview the results of the upload.

    Note: If one or more values are rejected, you can click Previous and then upload again the file with the values set in the appropriate format.

PreviewResults_EN.png

  1. Click Apply and validate the confirmation message to apply the new metrics values.

The summary of the scenario displays with the new values.

ActionResults_EN.png

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