Overview

This page helps you understand how to update initial and final level valuations of a market linked debenture. As part of updating an initial level valuation, you need to first click the External ID of the variation on the Market Linked Debentures page. Subsequently, you need to click the Edit button on the Initial Level Valuations pane, and then edit the initial level valuation details on the Edit Initial Level Valuation screen.   

The process of updating a final level valuation is similar to that of updating an initial level valuation. However, you need to do it on the Edit Final Level Valuation screen.

Updating an Initial Level Valuation

1. On the Side Panel of the Finvisage application, click Liability. 

The Liability menu is expanded.

2. On the expanded Liability menu, click Market Linked Debenture.

The Market Linked Debenture page is displayed.

3. On the Market Linked Debenture page, click the External ID of the market linked debenture to which you wish to add an initial level valuation.

The Market Linked tab is displayed with the Variations panel.

4. In the Variations panel, click the External ID of the variation.

The Variation tab is displayed.

5. On the Variation tab, scroll down, and then click the Edit button on the Initial Level Valuations pane.

The Edit Initial Level Valuation screen is displayed.

6. On the Edit Initial Level Valuation screen, make the desired changes, and then click the Submit button.

The Initial Level Valuation was successfully updated message is displayed.

Updating a Final Level Valuation

1. Follow the steps from 1 to 4 mentioned in Updating an Initial Valuation section above.

2. On the Variation tab, scroll down, and then click the Edit button on the Final Level Valuations pane.

The Edit Final Level Valuation screen is displayed.

6. On the Edit Final Level Valuation screen, make the desired changes, and then click the Submit button.

The Final Level Valuation was successfully updated message is displayed.