• Always start a new calculation by clicking on "Ny" / "New" at the top of the program menu.

  • You can choose to start either by:

    • "Starta med ett tomt ärende" / An Empty case - then nothing is filled in the service and you enter everything manually

    • Import one or more companies from UC - you can import up to 5 companies at the same time 

  • When you import companies and the most recent financial year is missing, you get three choices:

    • "Mata in uppgifter från årsredovisning manuellt" / Enter information from the annual report manually - you then take the information from the company and enter it into the service yourself

    • "Skapa automatisk prognos" / Create automatic forecast - forecast for the current year and the next one is created according to the regulations the bank has chosen for forecasts

    • "Använd samma uppgifter som senaste utfall" / Use the same information as the most recent outcome - the service takes the most recently registered outcome and sets for the current year and creates forecasts for the following years

  • Choose Credit decision report template (Kredit-PM mall) - depending on which version your bank has you may be able to choose different credit decision report templates. The template adjust both the credit decision as well as the GUI inside the software.

  • You can switch template in an ongoing case on the page "Ärendeuppgifter"/"Case information" and/or the page "Kredit-PM" / "Credit decision report". When switching/changing information might be lost due to the fact that a specific information box is excluded from the new template.

Example pictures from the application