The Case Information page contains basic data about a case

  • Ärendenamn/Case name - the name you give your case when you save it

  • Ärendets valuta / Currency of the case - which currency is the company's main and any other currencies in the case are converted to the specified. SEK is the default for Sweden.

  • Antal prognosår/ Number of forecast years - in this dropdown you can choose how many forecast years to display in the service.

  • PM-mall / PM template - here you can choose the different templates that your bank uses in the service

  • Contact information - the contact information for the person who is the bank's main contact person at the company / companies applying for financing

  • Intagsblankett / Admission form - here is the admission form that you can send to the company for completion about eg YTD, Distribution of income / costs etc.

  • Status decision - here you specify the status of the case and those that exist are:

    • Pågår / Ongoing - this status has the case until all data collection is complete

    • Klar för granskning / Ready for review - credit analysts who should look into the matter before making a decision

    • Granskning / Review - here the case is ready for decision and can be set to below statuses

      • Beviljas / Approved

      • Nekas / Denied

      • Komplettera / Complete

    • Stängd / Closed - the case is closed without a decision being made.

    • Omprövning / Reconsideration - this status is used when a finance is supposed to be reconsidered by the bank after a period of time. There are the same type of overall type of status for Reconsideration cases as for ordinary new cases and they are. 

      • Omprövning pågår / Reconsideration ongoing

      • Omprövning klar för granskning / Reconsideration ready for review

      • Omprövning granska / Reconsideration review and can be set to below statusesOmprövning beviljas / Reconsideration approved

        • Omprövning bevilijas / Reconsideration approved

        • Omprövning avslag / Reconsideration denied

        • Omprövning komplettera / Reconsideration complete

      • Omprövning stängd / Reconsideration closed