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How to use the Activity Feed in the Debt Tracking app?

For all your transactions, you will find the “Activity feed” tab, which will record the major events from your transaction.

This feature addresses the growing requirement for traceability.

Whether you need to monitor the activity of an transaction within your portfolio, or to trace a specific action that has occurred, this tab provides essential information control functionality.

Within the transaction, this tab is accessible only to the operation manager. 

How does it work?

No action is required on your part. All events and traceability information are recorded automatically. 

The following events and actions are captured in this activity feed:

  • Notifications dispatched to lenders and borrowers (including recipient details)
  • Operation manager actions on covenant controls (such as responses, validations, cancellations, breach declarations, etc.)
  • Activation or deactivation of Borrower notifications by the operation manager
  • Publication or deletion of a new covenant to monitor, or a new covenant version.

Only the most pertinent information is included in this tab, in order to prevent information overload.

Operation managers This tab also serves as an internal audit trail, providing a reliable basis for tracking events related to past transaction by date or activity type.

 
This tab also serves as an internal audit trail, providing a reliable basis for tracking events related to past transactions.