Adding Collateral Transactions

Procedure

Note:  This procedure is for all collateral transactions except Letter of Credit and Corporate Guarantee. For steps to add Corporate Guarantee transactions, see Adding Corporate Guarantor Collateral Transactions. For steps to add a letter of credit transaction, see Adding a Letter of Credit Collateral Transaction.

To add collateral transactions:

1. Select the customer. How?

2. From the Customer Information tab, select Collateral.
   The Collaterals List screen appears.

3. In the Collaterals List section, click Add.
   The Collateral details screen appears.

4. Select the collateral category from the Collateral Category list.
   The Collateral Type list contains the selections for the category you select.

5. Select the type from the Collateral Type list.
   The Collateral details screen displays the fields for the collateral transaction type you select.

6. Enter information for the collateral transaction.

7. Click Save.