Setup > Quick Setup

Setting up the Engine for Credit Risk Analysis:

Quick Credit Configuration: Minimum Requirement

To create your First Counterparty-Account Pair:

In the Credit Menu select
Then Click
Fill in the Fields
  • Party Name
  • Rating Rank.
  • Country of domicile
  • Collateral.
  • Home-Office
    Senior Party
  • Home-Office Collateral.
  • Netting Agreement
  • Credit Tag

Save the Counterparty Account

 

To Create another Account for the Same Counterparty, Select Create New Account

 

That's it !

Once you become familiar with Account Features, you can tweak party settings such as Country Defaults, Recovery Rates, Credit Curves, transition Matrices and Obligor Definitions.