Copy Deal

Created by Erik Åkerlund, Modified on Wed, 7 Feb, 2024 at 2:00 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

Open the deal to make Copy from
Click 'Copy Deal' button in the top bar
Save

Permissions needed

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