User manual
Getting started
Start, save and retrieve a case
Start a new case
Import of data
Import from "Intagsblankett" ("Admission form") / Excel-form
Import from Credit reference company (UC, Bisnode etc)
Import SIE-file / import of accounting data (only in Sweden)
Additional information regarding import of SIE
Metria - Import av fastighetsdata / Import of Real estate information (Sweden only)
Save a case
Add or remove a company/companies
Ärendeinformation (Case information)
Reconsideration / Omprövning
Retrieve and/or delete a saved case
Status search
Result views - tabs on the right in the application
Överblick / Overview
Explanation of definition of key figures
Explanation of the meters
Finans & Säkerheter / Financing & Collaterals
Resultat / Income statement
Balans / Balance sheet
Kassaflöde / Cash flow
Likviditetsbudget / Liquidity budget (Cash flow on monthly basis)
Nyckeltal / Key figures
Bransch / Industry (only in Sweden)
Rating
Kassaflöde fast. / Cash flow r.est
Pages / Process steps - the left navigation column in the program
Ärendeuppgifter / Case information
Credit advice / kreditråd Capitex
Underlag / Basic information
Företaget / Company facts
Resultat, historiskt / Historical result
Tillgångar/ Assets (Balance sheet)
Eget kap/skulder / Equity and liabilities
Månadsfördelning / Monthly distribution
Underlag / Basic information - PD, LGD and ECL
Sökt finansiering / Applied financing
Fakturaköp / Invoice purchase
Lån / Loan
Revolverande kredit / Revolving credit
Omprövning (Förlängning/Årsföredragning / Reconsideration (Prolongation)
Manual input of "Extension cases " / "Förlängnings-" / "Årsföredragningsärenden" / "Prolongation cases"
Befintlig finansiering / Existing financing
Befintlig finansiering annan bank / Existing finance other banks
Förlängning / Omprövning Befintlig finansiering / Reconsideration / Extended Existing Finance
Framtidsfrågor / Questions about the future (forecast)
Calculation example Framtidsfrågor / Questions about the future (simplified forecast)
Prognos / Forecast
Känslighetsanalys / Sensitivity analysis (page and resultview)
Styrelse / Ledning - Board / Management
Säkerheter / Collateral
Bankgaranti / Bank guarantee
Deposition / Deposit
Fastighetsinteckning / Real estate mortgage
Företagsinteckning (Pantobligasjon Norge) / Company mortgage
Pant / Pledge (securities)
Verksamhet / Omvärld - Business / External analysis
Kundrelationer / Customer relations
Factoring frågor / Factoring questions
Koncerngemensamt / Group data
Koncernuppgifter / Group information
Prognos koncern / Forecast group
Samlimitering / Co-limitation
Fastigheter i portfölj / Properties in portfolio
Real-estate as an investment connected to a loan
Finansiell analys / Financial analysis
Kovenanter och övriga villkor / Covenants and other terms
Kovenanter / Covenants
Negativklausuler / Negative clause
Övriga villkor / Other terms
Exekutiv summering / Executive summary
Rekommendation och Riskanalys / Recommendation and Risk analysis
Kredit-PM / Credit-memo
Insert picture in Credit-memo
Kommentarer i Kredit-PM / Comments in Credit-memo
Redigera-läget / Edit-mode
Varningar / Warnings
Bifogade dokument / Attachements
Cash flow - Property
Inställningar / Settings
Kreditregler / Credit rules
Details regarding Kreditregler / Credit rules
Låneregler / Financing rules
Prognos övergripande / Forecast overall
Sekundär prognos / Secondary forecast
Efterbearbetning / Post-processing
Risk
Säkerheter / Collaterals
Valutor / Räntor - Currency / Rates
Känslighetsanalys / Sensitivity analysis
Appendix
Income statement - mapping of accounts from accounting program
Balance sheet Assets - mapping of accounts from accounting
Balance sheet Equities and Liabilities - mapping of accounts from accounting
Import of accounting / SIE-files
Shared hosting
Host your own server
Multi-tenant setup, overview
Consultation regarding hosting on your own server
Failover
Performance
Technical documentation
Integration examples overview
Datamodel - 25.2.0
Datamodel - 25.1.0
Datamodel - 24.8.0
Datamodel - 24.7.0
Datamodel - 24.6.0
Datamodel - 24.5.0
Datamodel - 24.4.0
Datamodel - 24.3.0
Datamodel - 24.2.0
Datamodel - 24.1.0
Datamodel - 23.5.0
Datamodel - 23.4.0
Datamodel - 23.3.0
Datamodel - 23.2.0
Datamodel - 23.1.2
Datamodel - 23.1.1
Datamodel - 23.1.0
Datamodel - 22.4.0
Datamodel - 22.3.1
Datamodel - 22.3.0
Datamodel - 22.2.1
Datamodel - 22.2.0
Datamodel - 22.1.0
Integrations/APIs
Example code
Calculation calls
Basic examples to show calls using different technologies/languages
Javascript inprocess
Example 1 - Historical accounts and forecast (Javascript inprocess)
JSON/Rest server calls (from javascript)
Example 1 - Historical accounts and forecast (JSON servercall)
SOAP
Example 1 - Historical accounts and forecast (SOAP)
Webservice calls from C#
Example 1 C#
Important information about a bug in .NET
Webservice calls using Java
Example 1 - Historical accounts and forecast
Example 2 - Existing revolving credit, new companyloan and a Bondsman
Creating new audit logs from API
Creation of Credit PM, PDFs/printouts
Create a PM pdf from credit case input
Hypothetical loan process example
Import from UC, SIE, Excel etc
Onboarding using ImportCompany (C#)
Onboarding using ImportCompany (Java)
Performing an Automatic Review
Prerequisites for using webservice in C#
Storage
Use the GUI to explore th datamodel
Webhook
Function reference - API for integration, calculations and printouts
Version History
Known bugs
Downloads