The calendar provides a global overview of portfolio-related events.
Configure events directly from the profile of guarantees, internal/external third parties or operations.
Some actions performed from the guarantee profile automatically update the calendar:
- Effective date
- Nominal expiry date
- Change in the guaranteed amount
You can also create events to complete the guarantee profile.
The calendar is divided into two parts:
- An overview of the events of the current month
- A breakdown where you can display a view by day, week, month or year
Click an event to open the relevant guarantee or third party. All the information available in the calendar can be exported as an Excel. The calendar also enables you to filter items and events. You can apply filters to entities, guarantees, operations, and external third parties.