Download User Manual SOLAR Application

TABLE OF CONTENTS
1
Introduction to the SOLAR Application
1.1
NOTATION IN THIS DOCUMENT
1.1.1
Preconditions for SOLAR
2
7
8
Getting Started with SOLAR
9
2.1
USER AUTHORISATION
9
2.2
CHANGE PASSWORD
9
2.3
NAVIGATE THROUGH THE SOLAR WINDOW
10
2.4
BUTTONS AND SHORTCUT KEYS
12
2.5
MAIN MENU
14
2.6
WINDOW DIFFERENCES
2.6.1
The Status Bar
2.6.2
Print Functionality
14
15
15
2.7
SEARCH AND QUERY FUNCTIONALITY
2.7.1
Wildcards Searches
2.7.2
Range Searches
15
16
16
2.8
SAVE AND ADD FUNCTIONALITY
17
2.9
LIST OF VALUES
18
2.10
ABOUT SOLAR
18
2.11
REPORTS AND OVERVIEWS
19
2.12
AGENDA FUNCTIONALITY
20
2.13
SHOW FILES FUNCTIONALITY
21
2.14 CALCULATION MENU
2.14.1
Calculation Methods
2.14.2
Annual Installments
2.14.3
Straight Line Summary
2.14.4
Lease Term Summary
2.14.5
Present Value Interest Loss
2.14.6
Present Value / Future Value Reference Date
2.14.7
Percentage Comparison
2.14.8
Mixed Interest Rates
2.14.9
RCS
3
7
The Loan Process
3.1
21
23
23
23
23
24
24
24
25
25
27
PREPARATORY TASKS BEFORE ENTERING AN APPLICATION
28
3.2
MAINTAIN ECONOMIC ONE OBLIGOR
3.2.1
Retrieve EOO/LOO Information
29
30
3.3
30
CLIENT RISK QUALIFICATION
3.4
IPRE RATING PROCEDURE
3.4.1
The Ratings Button
3.4.2
The Prepare Rating Button
3.4.3
The Pro Forma Rating Button
30
32
34
37
3.5
MAINTAIN PROPERTIES WINDOW
38
3.6
THE MAINTAIN APPLICATION WINDOW
38
User Manual SOLAR v3.4
© 2007; ING REF; All Rights Reserved
Page 3 of 135
06/29/2007
Internal Use Only