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Airplane
Status:
Inactive
Boat
Status:
Inactive
Automobile
Status:
Inactive
Stocks
Status:
Inactive
Bonds
Status:
Inactive
Select a collateral type below to access the type configuration.
Configure Collateral Types
Mutual Funds
Status:
Inactive
Derivatives
Status:
Inactive
Commodities
Status:
Inactive
Savings Account
Status:
Inactive
CD
Status:
Inactive
TD
Status:
Inactive
Commercial Real Estate
Status:
Inactive
Residential Real Estate
Status:
Inactive
Type Documents
Delete
Add New
Delete
Add New
Actions
Required
No
Yes
No
Yes
IBM
Actions
Actions
IBM
Actions
Edit Configuration
Edit Definition
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Commercial Jet
Private Jet
Type Parameters
Haircut value:
Increase limit:
Decrease limit:
Contribution limit:
Cost of sale:
Legal enforceability:
Cap amount:
Cap amount tolerance:
Feed path:
Exchange:
Valuation Agency Type:
Permit Override
No
Yes
%
%
%
Valuation method:
Valuation frequency
%
%
Feed path:
Categories:
Yes
Documents:
DOCUMENTS UI TBD
Configure Categories
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
%
No
Yes
No
Yes
Document Types
Required
Frequency
Actions
YES
NO
Remove
Add New
Remove
Add New
NO
Remove
Add New
Frequency
Permit Override
No
Yes
No
Yes
Type Documents*
Delete
Add New
Delete
Add New
Actions
Required
Haircut value:*
Increase limit:*
Decrease limit:*
Contribution limit:*
Cost of sale:*
Legal enforceability:*
Cap amount:*
Cap amount tolerance:*
No
Yes
%
%
%
%
%
No
Yes
No
Yes
No
Yes
No
Yes
%
Frequency*
Permit override:
Permit override:
Permit override:
Permit override:
Permit override:
Permit override:
No
Yes
Permit override:
No
Yes
Permit override:
No
Yes
Permit override:
USD
General Configuration
Document Configuration
Permit
Override
No
Yes
No
Yes
Yes
No
Yes
No
Yes
No
Valuation Configuration
Valuation Agency Type*
Delete
Add New
Delete
Add New
Actions
Permit
Override
No
Yes
No
Yes
Delete
Add New
No
Yes
Primary
No
Yes
Reduces bank value:
Pricing Feed Configuration
Company name:
No
Yes
No
Yes
No
Yes
No
Yes
Permit override:
Permit override:
Permit override:
Permit override:
Permit override:
Yes
No
o Pricing Source
o Unique ID
o Ticker
o Bloomberg Identifier
Pricing source:
Unique ID
Ticker:
Feed identifier:
<Apple Pricing Source Value>
<0000000000000000>
AAPL
<Apple Feed identifier>
<American Access Pricing Source Value>
<0000000000000000>
AATK
<American Access Feed identifier>
<Anglo Pricing Source Value>
<0000000000000000>
AAUK
<Anglo Access Feed identifier>
<Gold Banc Corporation, Inc.Pricing Source Value>
<0000000000000000>
ABANP
<Gold Banc Corporation, Inc Access Feed identifier>
Apple, Inc. - AAPL
American Access Technologies, Inc - AATK
Anglo American plc - AAUK
Gold Banc Corporation, Inc. - ABANP
1
2
3
4
Yes
No
No
Yes
General Configuration
Document Configuration
Valuation Configuration
1
2
3
No
Yes
No
Yes
TYPE
Yes
No
General Configuration
Document Configuration
Valuation Configuration
1
2
3
No
Yes
No
Yes
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Administration
Welcome, Mike O'Brien
Manage Tables
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Define
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Define
Define
Configure
Collateral Menu
Define
Manage Tables
Cost of Sale
Exchanges
Valuation Agency Type
Frequency
Document Types
Legal Enforcement
Collateral Status
File Extensions
Classes
Types
Categories
Types
Categories
Financial Entity Setup
Channel
Processing
Collateral
Manage Tables
Define
Configure
User Provisioning
Classification Groups
Job Functions
Roles
Users
Product
Product Catalog
Package
Package Definitions (EVRM)
Organization
Product Catalog
Customer
Extended Attributes
Group Definitions
Relationship Codes
Documents
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Documents Link
Documents Link
Financial Entity Setup
