Historical tabs give us the option to record actual collected data that we receive from clients. The trustee gathers this data. When we enter historical data, we refer to it as rolling a deal. This data will affect future projected calculations in applicable fields, but there will be no inner calculations between the fields (more detail below).
- Historical Projects – only appear in deals with a project
- Historical Loans – only appear in deals with loans
- Historical Loans (deal) – only appears in deals with loans
- Historical Bonds – only appear in deals with bonds (securitized)
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This table was created specifically for loan parameters that are not given by the client in a per-loan format. This means when we get the total value for the entire deal, we will input it here.
We prefer the data to be more granular, and get it per loan, but it is not always the case. On this tab, we can input the aggregated data or a loan parameter, for the entire deal.
At the moment, this tab only contains the YSOC field, as that was the need we encountered.