Overview

In the Finvisage application, you can add equated call schedules to a drawdown. The following step-by-step instructions describe the process.

Adding an Equated Call Schedule to a Drawdown 

1. On the Side Panel of Finvisage application, click Liabilities, and then click  Loan Facility from the drop-down menu.

The Loan Facility page is displayed.

2. On the  Loan Facility page, click the Reference ID corresponding to the required loan facility.

3. On the Loan Facility page, in the Drawdown section, click the External ID. See the image below.

The Drawdown page is displayed.

4. On the Drawdown page, click the Call Schedules tab.

The Call Schedules tab is open.

5. On the Call Schedules tab, click the Menu button, and then click Add Equated Schedule from the drop-down menu.

 The New Call Equated Schedule screen is displayed.

6. In the New Call Schedule screen, specify the Start Date, End Date, Call Frequency, Call Exercise Day, and then click the Preview button. 

The Equated Call Schedules screen is displayed.

6. On the Equated Call Schedules screen, click the Generate Schedule button.

The call schedule is generated. To view it, click the Call Schedule tab.