Fairways Debt can remind you of specific events, using notification emails.
Navigate to Your Settings
- Log in to your Fairways Debt account and select a customer account, if relevant.
- Click Notifications.
In this example, we log in to the Main City account.
Create a Notification
- Click Add Notification.
- Complete the form with all relevant details.
|
Field |
Description |
|---|---|
|
Event type triggering the notification. Note: Extra fields may display depending on the selected type. |
|
|
Document Type |
Note: This field only displays for notification event types. Document template to associate with the event. |
|
Notice Period Before Event |
Frequency of the notification reception, related to the event trigger. |
|
With Filter |
Filter criteria to refine the notification. |
- Click Apply to create the notification.
The new notification displays in the Notifications list and in Calendar.
Type
Event type triggering the notification.
|
Type |
Description |
|---|---|
|
Uploaded Documents |
A document associated with a transaction. |
|
Loan Order Consolidation |
A loan order is consolidated by the borrower. |
|
Loan Order Validation Request |
A loan order validation request is submitted by the borrower. |
|
Loan Order Validation |
A loan order is validated by the lender. |
|
Collateral Revision |
Date at which the collateral is revised. |
|
Due Date of Prepayment Penalty |
Date at which a prepayment penalty is due. |
|
Margin Revision Date |
Date at which the margin is revised. |
|
Maturity |
Date at which a transaction matures. |
|
Notice Date of Prepayment Penalty |
Alert a prepayment penalty is due soon. |
|
Payment |
Date at which a payment is due. |
|
Rate Revision Date |
Date at which the rate should be revised. |
|
Spread Revision Date |
Date at which the spread should be revised. |
|
Swap Cancelation Date |
Date at which the swap is canceled. |
|
Transaction Fixing Date |
Date at which a fixing is updated. |
|
Covenant Not Compliant |
A covenant does not meet the metrics required. |
|
Covenant Publication |
Covenant status to report to lenders. |
|
Task List Assignment |
A task list event has been assigned to the user. |
|
Task List Daily Update |
Daily update of all the task lists (task lists that are already overdue or will become overdue in a given period, task lists updated since the last notification). |
Configure Filter Criteria
|
Field |
Description |
|---|---|
|
And/Or |
Relationship between criteria:
|
|
Item |
Filter criteria type. |
|
Defines how items and values match. |
|
|
Value |
Defines what matches or does not match the filter criteria. |
Operator
|
Field |
Description |
|---|---|
|
contains |
The item must include the custom string entered. |
|
does not contain |
The item must not include the custom string entered. |
|
name contains |
The item name must include the custom string entered. |
|
name does not contain |
The item name must not include the custom string entered. |
|
is |
The item must match the custom string entered. |
|
is in |
The item must match at least one of the selected generic values. |
|
is not in |
The item must not match any of the selected generic values. |
|
currency is |
The item must match at least one of the selected currencies. |
|
currency is not |
The item must not match any of the selected currencies. |
|
is lower than or equal to |
The item must be lower than or equal to the entered decimal value, e.g. lower than or equal to 1000. |
|
is greater than or equal to |
The item must be greater than or equal to the entered decimal value, e.g. greater than or equal to 1000. |
|
is lower than or equal to (%) |
The item must be lower than or equal to the entered percentage value, e.g. lower than or equal to 10%. |
|
is greater than or equal to (%) |
The item must be greater than or equal to the entered percentage value, e.g. greater than or equal to 10%. |
|
between |
The item must occur during the selected period, e.g. between 01/01/2018 and 31/12/2018. |
|
is earlier than (date) |
The item must occur earlier than the selected date, e.g. earlier than 31/12/2018. |
|
is later than (date) |
The item must occur later than the selected date, e.g. later than 01/01/2018. |
|
is earlier than (reference) |
The item must occur earlier than the selected time value, e.g. earlier than today. |
|
is later than (reference) |
The item must occur later than the selected time value, e.g. later than today. |
|
is in last |
The item must occur during the last selected time period, e.g. last month. |
|
is in next |
The item must occur during the next selected time period, e.g. next month. |