Fairways Debt notifies you by email when an event occurs. To create an event and link it to a transaction, you must first create an event type to categorize that event.
Navigate to the Debt & Derivatives Application
- Log in to your Fairways Debt account.
- Select a customer account, if required.
- Navigate to Applications
> Debt & Derivatives.
Add an Event to a Transaction
- Open a transaction.
- Click Custom Event Notifications
> Add Event.
- Complete the form with all relevant details.
Note: Fields marked with an asterisk * are mandatory.
| Field | Description |
|---|---|
| Name | Event name. |
| Start/Event Date |
|
| Type |
Event category. See Create an Event Type. |
| Description | Notification email content. |
| Periodic | Enable to configure a series of events. |
- Click OK to confirm.
The new event displays in the Custom Event Notification list...
... and in Calendar.
Configure a Periodic Event
| Field | Description |
|---|---|
| Frequency | How often the event occurs. |
| End Date Rule |
When and how the series of events ends:
Note: Additional fields to complete display depending on the end date rule selected. |
Notes:
- Events may happen before the trade/start date and after the maturity date.
- The last event of the series is set to 50 years after the start date, even for ongoing loans with no maturity date.