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