Asset parameters
Asset
Asset type*
List
Select the asset type from the list. The available values are:
Vehicle,
Commercial pledge,
Real estate,
Security,
Deposit.
Asset class*
List
Select the asset class.
Note that the asset class is a configurable parameter. You can add your values by going to:
Administration > Settings > Lookups.
In the content menu search for Collateral > Asset class.
Configure new values for the asset class parameter.
See more information about lookups.
Owners
Fill in the Owners parameters and click the Add person button to select an existing person or create a new person.
Ownership type*
List
Select the type of asset ownership. Note that the ownership type is a configurable parameter. You can add your values by going to:
Administration > Settings > Lookups.
In the content menu search for Collateral > Asset ownership.
Configure new values for the asset ownership parameter.
See more information about lookups.
Ownership size*
Number
Enter the asset ownership percentage.
Owner name*
Text
This field will be autofilled when the owner person is selected.
Identification number*
Number/ Text
This field will be autofilled when the owner person is selected.
Evaluations
Value type*
List
Select the asset value type.
Note that the value type is a configurable parameter. You can add your values by going to:
Administration > Settings > Lookups.
In the content menu search for Collateral > Asset evaluation.
For the Lookup type choose TYPE.
Configure new values for the value type parameter.
See more information about lookups.
Amount*
Number
Enter the asset value amount and currency. Note that the asset evaluation currency must match the target loan currency code.
Evaluation date*
Date
Select the date when the asset evaluation was performed.
Evaluator
List
Select the asset evaluator. Note that the evaluator is a configurable parameter. You can add your values by going to:
Administration > Settings > Lookups.
In the content menu search for Collateral > Asset evaluation.
For the Lookup type choose EVALUATOR.
Configure new values for the evaluator parameter.
See more information about lookups.
Insurance
Insurance company*
Text/ Number
Enter the name of the insurance company. Note that the insurance company is a configurable parameter. You can add your values by going to:
Administration > Settings > Lookups.
In the content menu search for Collateral > Asset insurance.
Configure new values for the insurance company parameter.
See more information about lookups.
Agreement number*
Number/ Text
Enter the number of the insurance agreement.
Amount*
Number
Enter the insurance amount and select currency.
Start date*
Date
Select the date when the asset was insured.
End date*
Date
Select the insurance end date.
Description
Text/ Number
Enter additional information about the insurance.
Liabilities
Pledgee*
Text/ Number
Enter pledgee full name.
Pledge amount*
Number
Enter the pledge amount and currency.
Rank*
Number
Enter the asset rank.
Loan type code
List
Select the loan type code. Note that the loan type code is a configurable parameter. You can add your values by going to:
Administration > Settings > Lookups.
In the content menu search for Collateral > Asset liability.
Configure new values for the asset liability parameter.
See more information about lookups.
Loan amount
Number
Enter the loan amount.
Description
Text/ Number
Enter additional information about the pledge.
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