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Course: Advanced Covenant Setup
Description:
This module presents advanced configuration features which increase the functionality of Covenant testing. Participants will build on the Covenant Setup module and learn about updating lender defaults, implications of deleting customer ratio and much more.
Prerequisites:
Borrower Setup
Covenant Setup
Duration:
TBD
Learning Outcomes:
At the end of this training, participants will be able to:
1. Differentiate the implication of reverting to Lender Defaults in Statements Templates and Ratio page
2. Outline the implications of deleting a customized ratio and line items
3. Configure Covenant testing for off balance sheet items
Topics covered:
1. Lender Dashboard Review Process
- Overview of the Covarity Dashboard functions
- Review steps to create covenant in the Lender Dashboard
2. Lender Defaults
- Update Lender Default in Ratio page
- Update Lender Default for Statement Templates
3. Implications of Revert to Lender Default
- Statement Templates revert to Lender Defaults
- Ratio page Revert to Lender Default
4. Ratio properties
- Display to Borrower option
- Deleting customized ratios and impact on Covenants
- Hiding a Ratio and impact on Covenants
5. Additional Obligations |
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