Collateral/ securitization setup

Business context:

timveroOS offers clients a comprehensive solution for Collateral Management. Our platform allows clients to add collateral requirements to Additives, ensuring seamless customization and flexibility:

Configuration:

Within the SDK, similar to customizing Participants, Assets (i.e., Collateral and its types) can also be customized, much like the roles assigned to Participants. Once customized, these Assets will be available for inclusion on the Additives page:

Just like with Participants, clients can assign specific BPM trees to formalize the collateral profile. For detailed instructions, refer to the section https://app.gitbook.com/o/GjSGByguUgFaXlshNiyi/s/UIyo0W6h9h3OnGtkW2pQ/~/changes/3/timveroos-setup-guide-v.-3.7.9/data-sources-and-bpm-underwriting-setup-for-dynamic-profile-formation/assigning-participants-or-collaterals-evaluation-algorithm

Example of the Application with the Collateral and it's profile:

Collateral profile:

Additionally, similar to the customization of Documents for Participants, clients can customize Documents for Collateral. Collateral-related documents can also be associated with the Collateral Provider role, which could be one of the existing roles, such as Borrower: