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Configure umbrella loan product

To configure an umbrella loan product, go to:

  1. Loans > Products > Loan products.

  2. On the loan products page, click the Add new product button.

  1. Fill in the umbrella-specific loan product parameters:

Field name
Type
Description

Product group*

List

Select the loan product group:

  • Umbrella credit facility - for non-revolving umbrella loans.

  • Umbrella revolving credit facility - for revolving umbrella loans.

Schedule*

List

Select the schedule type. For the umbrella loan products, the only available option is:

  • No schedule.

Loan term rule*

List

Select the loan term rule:

  • Infinite - for infinite umbrella loan contracts.

  • Specific date - for definite umbrella loan contracts.

Limit usage end*

List

Select the loan limit usage end:

  • Contract end - the loan limit will be unavailable at the loan contract end date.

  • Specific date -

See more information about the loan product configuration parameters in the .

following section