Metrics define the measurements to meet in a covenant. Scenarios enable you to simulate different cases using different metrics.
Note: Only administrators can create scenarios.
Prerequisites
Contact your Finance Active consultant to:
Navigate to the Account Metrics
- Log in to your Fairways Debt account and select a customer account, if relevant.
- Navigate to Applications
> Account Administration.
- Click Account > Account Metrics.
In this example, we log in to the Main City account.
Create a Scenario
- Click Add Scenario.
- Complete the form with all the relevant details.
Note: Fields marked with an asterisk * are mandatory.
| Field | Description |
|---|---|
| Name | Scenario name. |
| Description | Additional details about the scenario. |
- Click Apply.
The new scenario displays in the Scenarios section.
Notes:
- You can edit or delete a scenario by clicking on the dedicated icon.
- You cannot delete the default base case.
Tip: Click the clock icon on the top-right corner to view the change history on a dedicated panel.