Managing Guarantors

Intro

Information about guarantors is stored in the Guarantors library of Arc Suite. You can assign guarantors (“Item C.15.a”) to fund holdings records via the “Fund Holdings” page.

You can also specify credit ratings for each guarantor on the “Guarantors” page.

Information about guarantors is stored in the Guarantors library of Arc Suite. You can assign guarantors to fund holdings records via the “Fund Holdings” page.

You can also specify credit ratings for each guarantor on the “Guarantors” page.

Certain functionality in this application area requires you to have one or more . For more information about any given right (i.e., what functionality it governs, etc.), please see the “Available User Rights” topic.

Tasks

    1. Expand the ArcFiling “Filing Libraries” .

      1. Click the “Home” button at the top of the application window to return to the landing page.

      2. Select “ArcFiling” from the .
        Landing page components list (ArcFiling)

      3. Click the “Administration” at lower-left of the screen.
        “Administration” tab

      4. Click the “Filing Libraries” menu to view available items.

    2. Expand the ArcReporting “Reporting Libraries” .

      1. Click the “Home” button at the top of the application window to return to the landing page.

      2. Select “ArcReporting” from the .
        Landing page components list (ArcReporting)

      3. Click the “Administration” at lower-left of the screen.
        “Administration” tab

      4. Click the “Reporting Libraries” menu to view available items.

    3. Click the “Guarantors” item.

      “Guarantors” page

    4. Click the “Add” button at lower-right of the page.

    5. Enter a “Name”, “Code” and “Description” for the new guarantor, either in the cells of the new row at left of the page, or in the fields of the “Detail” pane at right.
    6. Provide additional information pertaining to the new guarantor, as applicable, in the fields of the “Credit Ratings” section in the lower portion of the “Detail” pane.

    7. Click the “Save” button at lower-right of the page.

    1. Expand the ArcFiling “Filing Libraries” .

      1. Click the “Home” button at the top of the application window to return to the landing page.

      2. Select “ArcFiling” from the .
        Landing page components list (ArcFiling)

      3. Click the “Administration” at lower-left of the screen.
        “Administration” tab

      4. Click the “Filing Libraries” menu to view available items.

    2. Expand the ArcReporting “Reporting Libraries” .

      1. Click the “Home” button at the top of the application window to return to the landing page.

      2. Select “ArcReporting” from the .
        Landing page components list (ArcReporting)

      3. Click the “Administration” at lower-left of the screen.
        “Administration” tab

      4. Click the “Reporting Libraries” menu to view available items.

    3. Click the “Guarantors” item.

      “Guarantors” page

    4. Select the desired item from the “Listing” pane at left of the page.

    5. Review and edit information for the item in the “Detail” pane at right of the page, or directly in the cells of the “Listing” pane at left of the page.

    6. Click the “Save” button at lower-right of the page if any updates were made.

    A listing of records, with certain associated information, can be exported from the application database to any of several different file formats (DOC, HTM, XML, etc.). Follow the steps below to perform a data export.

    1. Click the “Export data” at lower-right of the pane where existing items are listed to export data from the grid.

      1. Select the next to the file format to which you’d like the data saved.

        •  .XML

        •  .DOC

        •  .CSV

        •  .HTM

        •  .TXT

      2. Click the “Accept” button at lower-right of the dialogue.

        1. Specify a local or network directory in which to store the file, and provide a “File name”.
        2. Click the “Save” button.