Create an Event

Fairways Debt notifies you by email when an event occurs. To create an event, you must first create an event type to categorize that event.

Navigate to the Debt & Derivatives Application
  1. Log in to your Fairways Debt account, e.g. https://login.financeactive.com/login.
  2. Select a customer account, if required.
  3. Navigate to Applications Applications.png > Debt & Derivatives.
Create an Event
  1. Open a transaction.

DebtDerivatives_Portfolio_EN.png

  1. Click Custom Event Notification FairwaysDebt_Event_Add.png > Add Event.

DebtDerivatives_Transaction_CustomEventNotification_EN.png

  1. Complete the form with all relevant details.

Note: Fields marked with an asterisk * are mandatory.

 Field  Description
Name Event name.
Start/Event Date
  • For a unique event: Event date.
  • For a periodic event: Date of the first occurrence.
Type

Event category.

See Create an Event Type.

Description Notification email content.
Periodic Enable to configure a series of events.
  1. Click OK to confirm.

DebtDerivatives_Event_Create_EN.png

The new event displays in the Custom Event Notification list...

DebtDerivatives_Event_Created_EN.png

... and in Calendar.

Calendar_EN.png

Configure a Periodic Event
 Field  Description
Frequency How often the event occurs.
End Date Rule

When and how the series of events ends:

  • Transaction End Type: The series of events ends on the transaction maturity date or earlier, following the selected frequency.
  • Custom End Date: The series of events ends on a selected date.
  • Times: The series of events ends following a defined number of occurrences.

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.

DebtDerivatives_Event_Periodic_EN.png

Related Documentation
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