Copy Deal

Created by Erik Åkerlund, Modified on Wed, 07 Feb 2024 at 02:00 PM by Catharina Hansson

Front Office > Deal Entry


It is possible to quickly make a copy of an existing deal to a new deal. This function is preferable used for deals that are similar or for back-to-back deals.


The Copy Deal function is supported for the following deal types; 

  • FX
  • FX Swap
  • NDF
  • Bank Account Transfers
  • Loan
  • Recurring Fees
  • Credit Facilities
  • Guarantees
  • Loan (copy deal will open the wizard with the same info as the original deal)
  • Interest rate swap (copy deal will open the wizard with the same info as the original deal) 


How to Copy Deal

  1. Open the deal to make Copy from
  2. Click 'Copy Deal' button in the top bar
  3. Save


     



Permissions needed

The permission Register Deals (or Deal Type specific permission if applicable) is needed to Copy and Save a new deal. 





Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article