Entity Metrics

Covenants in Fairways Debt are agreements specifying actions and thresholds that the borrower must perform and respect. Covenants protect lenders when borrowers do not meet their requirements.

Metrics define the measurements to meet in a covenant.

 

  1. Log in to your Fairways Debt account and select a customer account, if relevant.
  2. Navigate to Applications Applications.png > Debt & Derivatives > Entities.
  3. Click the relevant entity name.

In this example, we log in to the Main City account.

Entities_EN.png

  1. Click Metrics.

Overview_EN.png

The entity metrics display.

Metrics_EN.png

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Description

A

Filter the metrics by status.

  • A metric is in "Upcoming" status when the value of the current period has not been entered.
  • A metric is in "Overdue" status when the value of the previous period has not been entered.
  • A metric is in "Done" status when the values of both periods have been entered.

B

Search for a metric by:

  • Metric name
  • Status

C

Select the relevant scenario in the list to display the corresponding metrics.

D

Sort metrics. Click an item:

  • Once, to sort by ascending alphabetical or numerical order. An arrow directing to the top ↑ displays beside the sorted item.
  • Twice, to sort by descending alphabetical or numerical order. An arrow directing to the bottom ↓ displays beside the sorted item.
  • Three times, to cancel sorting. No arrow displays.

E

Double-click on values of the following fields to edit the corresponding data:

  • Current period value
  • Previous period value
  • Reminder

The reminder feature via email notification will be available at a later date.

Notes:

  • Any update will automatically affect data of the Base case scenario on the Overview tab.
  • If the values of the metrics are not displayed and the currency type selected for the entity is "Transaction Currency", check that the same currency is applied to all transactions in this entity. For more information, see Configure an Entity Scenario. Contact your Finance Active consultant for further assistance.
  • If present, hover over the information icon InformationIcon.png beside the metric name to display the associated description.

F

Click the pencil icon Edit_Gray.png to edit the data for the previous periods, the current period and/or the next ones on a dedicated side pane. You can also add as many rows as necessary to fill in data for future periods.

G

Click the clock icon Clock_Icon.png to view the change history on a dedicated panel. Contact your Finance Active consultant to enable the Covenants module history beta feature.

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