How to use the Activity Feed in the Debt Tracking app?
For all your operations, you'll find the “Activity feed” tab, which will record all the major events in your operation.
This feature meets the ever-increasing need for traceability.
Whether it's to view the activity of an operation in my portfolio, or for a one-off need to trace an action that has been taken, the tab will meet your needs in terms of information control.
Within the operation, this tab is only visible to the operation manager.
How do I use it?
The good news is that no action is required on your part. Events and traceability information are recorded automatically.
The following events and actions are recorded in this activity feed:
- Notifications sent to lenders and borrowers (with details of recipients)
- Operation manager actions on covenant controls (responses, validation, cancellation, breach declaration, etc.)
- Activation/deactivation of Borrower notifications by the operation manager
- Publication or deletion of a new covenant to follow or a new covenant version.
We have chosen to include only the most important information in this tab, to avoid information overload.
Operation managers will find a search bar and option for filtering by date or type of activity.
This tab can also be used as an internal audit trail, providing a common basis for tracing the events of an old operation.