Create new underwriter contact and Funding Record in RL to BV

 

 

There are six main sections for the Funding integration to BV-

 

1. Funding Information is entered

2. Required fields to be populated

3. Season status is set to “Ready for Scheduling”

4. Funding Status is set to “Active”

5. Underwriting contact is created in Rightsline and BV.  

6. BV Deal lists funders/underwriters, funder start dates and funder end dates.

 

Step

Action

Result

1. Locate the desired deal template and scroll down to the table section.

  • Search and identify the desired deal template on table section to create Funding records.
  • Desired deal is displayed.
2. Enter the below required fields on underwriter contact record :
  • Full Legal Name
  • Common Name
  • Address Line 1
  • City
  • State /Province
  • Country
  • Funder Class
  • Funder Type

Type the values in the required fields on Underwriter contact Record:   

  • Full Legal Name
  • Common Name
  • Address Line 1
  • City
  • State /Province
  • Country
  • Other fields as you desired

The following fields are displayed on the 

Underwriter contact Record:   

  • Full Legal Name
  • Common Name
  • Address Line 1
  • City
  • State /Province
  • Country
  • Other fields as you desired

3. Enter the below required fields on Funding Records:

  • Associated Contact (Underwriter)
  • Funding Type
  • On Air Credit
  • Funder Role
  • Start
  • End

 

 

Type the values in the required fields on Funding and Underwriter Records:   

  • Associated Contact (Underwriter)
  • Funding Type
  • On Air Credit
  • Funder Role
  • Start – Funding Info Start Date
  • End-Funding Info End Date

 

The following fields are displayed on the Funding Record-

  • Associated Contact (Underwriter)
  • Funding Type
  • On Air Credit
  • Funder Role
  • Start
  • End

4. Update the status on the Funding Record to “Active”

Click on the Funding status to update from “Pending” to “Active”.

Funding record status is set to Active.

5. Confirm the PBS Traffic        ID is populated on Funding and underwriter contact Records.

Click in BV and check the funding records are created on associated deal.

Funding records and underwriter contacts are created in BV.