Assessment – Asset Position tab
This section provides the business with the applicant’s assessment details. Any areas requiring manual review are indicated by the word “refer,” highlighted in yellow.
1. Aggregate
Aggregate Section
This section provides a consolidated view of both the applicant’s assets and liabilities.
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Metrics – Displays the values being assessed.
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Requirements – Defines the condition to be met.
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Parameter – Shows the target value for assessment.
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Actual Value – Represents the applicant’s provided value.
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Evaluation – Indicates whether the value meets requirements or requires manual review.
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Action – Allows the user to manually review and, if necessary, override the metric.
2. Assets
Assets Section
This section summarises the customers asset holdings.
3. Liabilities
Liabilities Section
This section summarises the customers liability holdings.
4. Refer
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7. Manual Evaluation Notes
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Frequenty Asked Questions
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