This article outlines how to upload credit facility information to a single company
To add credit facility information for companies, simply upload the data using the template contained within our platform.:
- 'Portfolios' > Enter a Portfolio,
- Click on 'Upload Credit Facility Information',
- 'Templates',
Credit facility files can also be uploaded from the Companies View page.
To upload the file:
- Select 'Upload your CSV or Excel file'.
- Or drag and drop your file into the upload manager.
- Navigate to where your file is located and select 'Open'.
- The platform will check whether the file is valid.
(any issues will be displayed in the right of the upload manager) - Click 'Upload'.
Required fields when uploading an MDI file into the platform:
The file will fail its validity check if any of these are missing.
The file will fail its validity check if any of these are missing.
- Loan_ID, (Your Internal ID)
- Company_ID,
- ISO_Code,
- Currency,
- Outstanding_Balance,
- Balance_Date,
- Commitment_Limit,
- Security_Type, (Secured, Unsecured)
- Security_Value, (If Security_Type = Secured)
- Security_Valuation_Date, (If Security_Type = Secured)
- Start_Drawdown_Date,
- Maturity_Date,
- Interest_Rate,
Please note: our accepted date/period format is YYYY-MM-DD.
Uploaded credit facility information will be visualised within a portfolio report:
SME Z-score distribution, PD Distribution, and PD by Country graphs will all reflect the provided inputs.
As Wiserfunding uses commas (,) as default delimiters/separators, CSV files with semicolons (;) as delimiters/separators will give you upload issues.
To learn how set commas (,) as a delimiter/separator to a CSV file, please read the following article.
If you have any further questions or face any issues, please contact our support team.