[Date Prev][Date Next][Thread Prev][Thread Next][Date Index][Thread Index]

RE: Loan FpML WG Meeting: 15 December 2009, 1000-1030EST (London Time: 3-3:30pm)



Hi Bhavik,
Here is the information regarding PIK processing.  I think it would be helpful if the intended population of the PIK segment and reflection of the increase on the loan is reviewed on the interest payment message.  Additionally, it may be helpful to discuss possible impacts on the rollover message based on the use of that for PIK processing.  Please let me know if you would like additional information.  Thanks, Ann

3.1 Manual PIK

This PIK has no discernable characteristics.  Essentially, the interest is processed as a payment on the accrual, the existing loan is paid down, and a new loan is created that has been increased to encompass the interest payment plus the principal.  This may happen very rarely.  It may be helpful, if this is an essential part of the business processing and cannot be avoided, that some type of flag be created to make this easily identified for special processing to avoid sending out an interest payment notice and then a drawdown funding request.  For example, If the pricing option was designated with "PIK" as the prefix it would allow the message to be flagged in a way that may be acceptable to the recipient and our agency team.  It might also be possible to discontinue this as a PIK processing option.

3.2 PIK done with repricing option

This PIK has discernable characteristics from the loan repricing table data.  If the LRP_IND_SETTLE_NET is set for this transaction and there is an interest payment, then the increase on the loan is associated with a PIK.  Regardless of whether the PIK is for the full or partial amount of the interest due, the LRP_IND_SETTLE_NET is set.  This allows for special processing to be implemented, such as alerting the notice recipient that this is a PIK transaction, which will result in an increased borrowing under a new loan.  Probably 95% or more of PIKs are set up as a rollover like this.

3.3 Toggle PIK

There is also a PIK feature that allows for a time extension on the accrual due date whereby the interest does not become past due if paid within the agreed time frame when this feature is invoked.  However, there is no paydown of the interest due and there is not an increase on the existing loan or other loan.  The intent of this feature is to extend the due date without penalty.  It is not clear if there is any Loan IQ specific event that would indicate that this has happened, nor is there any stored value that could be used to indicate that this feature has been invoked.  Additionally, there is nothing in the FpML message that could be used for publication.

3.4 Loan IQ PIK processing with new functionality

Loan IQ has created a new module that allows PIK as a payment option.  This would not require a rollover (such as with item #2).  The interest due would simply be paid down and rolled into the principal on the same loan.  It is not clear if it could be rolled over to a new loan or loans but in all liklihood, there would be considerable flexibility.  Regardless, the timeline and cost to bring this in and implement would probably not be worth it unless we could not resolve the PIK processing without it.  Since PIK processing must be within scope for Agency notifications, we have to leave this on the table as a consideration.

 

    Ann Taylor
    CREDIT SUISSE
    Fixed Income IT
    One Madison Avenue, Floor 10
    New York, NY 10010
    (     Direct  +1 212 538 1741
    ( Mobile +1 516 459 3324
    mailto:ann.taylor@xxxxxxxxxxxxxxxxx

    ü Please consider the environment before printing this email.

 


From: loanwg@xxxxxxxx [mailto:loanwg@xxxxxxxx] On Behalf Of Bhavik Katira
Sent: Monday, December 14, 2009 9:17 PM
To: loanwg@xxxxxxxx
Subject: Loan FpML WG Meeting: 15 December 2009, 1000-1030EST (London Time: 3-3:30pm)

Dial-in Details

 

US: + 1 (888) 481 - 3032

Intl: + 1 (617) 801- 9600

UK: 0800 904-7961

 

Participant Code: 28413758

 

Agenda

 

1.       Review attached updated schema.

a.       Feedback…?

2.       Discuss next steps

a.       Further potential changes for January.

                                                               i.      Pending potential PIK review. Waiting for documentation outlining potential changes to current schema (Ann Taylor).

                                                             ii.      Rollover changes are currently not scheduled for implementation (changes relating to relationships between old and current contracts – Mazhar Iqbal).

b.      Business validations documentation to be created for v5.x.

 

Regards,

 

Bhavik Katira

CEO

 

TenDelta™

Fresh insight. Pure logic.

 

www.tendelta.com

 

+1.917.582.4574 new york

+44.(0).7780.808732 london

 

TenDelta™ provides business process consulting, technology design & education services; specializing in the Syndicated Loan Market. Entrusted with engineering innovative & logical solutions; we endeavor to deliver timely, robust, cutting-edge solutions.

 

Copyright ©2008-2009. TenDelta™ LLC (US), TenDelta™ Limited (UK). All Rights Reserved.

 

From: loanwg@xxxxxxxx [mailto:loanwg@xxxxxxxx] On Behalf Of Bhavik Katira
Sent: Wednesday, December 09, 2009 12:10 PM
To: loanwg@xxxxxxxx
Subject: Further updates on 9-Dec-2009

 

Some further updates based on business group feedback today and also further design input. This is only a proposal, please try and review and provide feedback…

 

-          CashFlowPayment(s)  renamed to CashFlow(s). Since these are actually cash flows and not necessarily payment per say…

-          GenericCashFlow.model added. This is now used on  the header section of the FacilityNotice and appears on all notices. The business group stated that although netting occurs, it does not happen all the time, so having a standard cash flow section on all notices makes sense. The GenericCashFlow.model contains a flag and an optional set of cash flows. The flag is supposed to denote whether there will be an explicit payment associated with the notice or whether there will be a separate payments (based on a cash flow notice which will be sent separately).

-          I am unsure whether we should make the cash flow section optional on the facility notice header i.e. it will only get populated when there is a payment associated with the notice…?

-          CashFlowNotice renamed to NetCashFlowNotice. This makes sense since it will be used to designated net cash flows only (if we keep the cash flow as part of the standard notices).

 

The fpml-loan.xsd has also been re-organized into separate sections like abstract types, notices, loan instruments and re-usable concrete types. Eaqch section is ordered alphabetically (by name of the object). Please let me know if this makes sense or if you have any other ideas about making the overall schema easier to navigate.

 

Regards,

 

Bhavik Katira

CEO

 

TenDelta™

Fresh insight. Pure logic.

 

www.tendelta.com

 

+1.917.582.4574 new york

+44.(0).7780.808732 london

 

TenDelta™ provides business process consulting, technology design & education services; specializing in the Syndicated Loan Market. Entrusted with engineering innovative & logical solutions; we endeavor to deliver timely, robust, cutting-edge solutions.

 

Copyright ©2008-2009. TenDelta™ LLC (US), TenDelta™ Limited (UK). All Rights Reserved.

 

From: loanwg@xxxxxxxx [mailto:loanwg@xxxxxxxx] On Behalf Of Bhavik Katira
Sent: Tuesday, December 08, 2009 11:48 PM
To: loanwg@xxxxxxxx
Subject: RE: Loan FpML WG Meeting: 8 December 2009, 1000-1100EST (London Time: 3-4pm)

 

Minutes & Update

 

All changes reviewed and agreed. See attached schemas for further updates.

 

Additional design changes:

 

-          Rate set notice (Drawdown Notice), the drawdown payment structure has been made optional. This will allow the rate set notice to be used on a stand-alone basis (e.g. multiple re-pricings on a related to a rollover).

-          Cash flow notice

o   Business events section introduced. Expanded with a business event type – do we agree this would be useful…? Combination of business event id and message id assures that we are referring to the correct version of the underlying message/event.

o   Cash flow payments section introduced. Multiple cash flow sections allow for multi-direction payments to occur. Is this necessary…?

-          PIK documentation to be provided by Ann Taylor

-          Discussion about whether we should have a more explicit relationship between old and new loan contract during a rollover. We currently do not. Agreed that maybe we should have this discussion with the business group but for now we are keeping the design as is (decoupled loan contracts during rollover).

 

With respect to release timings, the FpML organization is currently working on 4.7 and 5.0 in parallel. As a result of the amount of changes we have made during the last design iteration (some of which are backwardly incompatible), it seems prudent for us to release in the 5.x series. 5.0 is currently at the 4th working draft stage (as of mid-December) and may move to Last Call Working Draft by mid-Jan.

 

The Loan Working Group decided that we will review where we are by mid-Jan, if we are not ready then there will be NO LOAN schema included in 5.0. It is important for us to ensure that the code released in the 5.x series is properly tested and reviewed and will not require further incompatible updates/changes as we progress through the 5.x versions.

 

For 5.0, we will be looking at a Q1 recommendation and 5.1 will be a Q2 recommendation.

 

Regards,

 

Bhavik Katira

CEO

 

TenDelta™

Fresh insight. Pure logic.

 

www.tendelta.com

 

+1.917.582.4574 new york

+44.(0).7780.808732 london

 

TenDelta™ provides business process consulting, technology design & education services; specializing in the Syndicated Loan Market. Entrusted with engineering innovative & logical solutions; we endeavor to deliver timely, robust, cutting-edge solutions.

 

Copyright ©2008-2009. TenDelta™ LLC (US), TenDelta™ Limited (UK). All Rights Reserved.

 

From: loanwg@xxxxxxxx [mailto:loanwg@xxxxxxxx] On Behalf Of Bhavik Katira
Sent: Tuesday, December 08, 2009 12:06 AM
To: loanwg@xxxxxxxx
Subject: Loan FpML WG Meeting: 8 December 2009, 1000-1100EST (London Time: 3-4pm)

 

Dial-in Details

 

US: + 1 (888) 481 - 3032

Intl: + 1 (617) 801- 9600

UK: 0800 904-7961

 

Participant Code: 28413758

 

New schema attached.

 

Agenda

 

1.       AmountAdjustment introduced.

a.       Used in the currentContracts section of the Rollover Notice.

b.      Used in the Commitment Adjustment Notice.

c.       Used in L/C Balance Change Notice. Removed Prior Amount to be consistent with other notices.

2.       Created a new MarginRateChangeTypeEnum. Introduced into the MarginRateChange Notice to define whether the margin rate change is associated with the Cash or PIK margin.

3.       Rate Set Notice with respect to Rollovers. If we make the drawdownPayment section optional then it only leaves the actual event types as a required field on the entire notice. Discuss design options…

4.       Combination messages in a single structure. It is essential that any combinational messages are designed for the purposes of when the resulting message is a valid business scenario rather than for ‘volume’ reasons – discuss. E.g. If there are 10 interest payments then what is the value associated with combining the messages in a single ‘structure’ (if the header is not too ‘heavy’)…?

5.       Cash flow message types. Initial design idea presented containing a standalone message which contains references to other business events. Let’s discuss this potential design.

a.       Should we capture the individual business event amounts, together with the overall ‘net’ payment amount…?

b.      Should there be multiple payments in multiple directions…? Party A pays X to Party B and Party B pays Y amount to Party A.

c.       Should there be other parties involved in the payment/cash flow itself…?

 

We also need to discuss the next steps with respect to release timings. The FpML group is working towards 4.7 and simultaneously a 5.0 release. We are at a stage where we have made many changes to many notices (some of which are backwardly incompatible). It seems this would be a good point for us to move across to a 5.x release.

 

Regards,

 

Bhavik Katira

CEO

 

TenDelta™

Fresh insight. Pure logic.

 

www.tendelta.com

 

+1.917.582.4574 new york

+44.(0).7780.808732 london

 

TenDelta™ provides business process consulting, technology design & education services; specializing in the Syndicated Loan Market. Entrusted with engineering innovative & logical solutions; we endeavor to deliver timely, robust, cutting-edge solutions.

 

Copyright ©2008-2009. TenDelta™ LLC (US), TenDelta™ Limited (UK). All Rights Reserved.


==============================================================================
Please access the attached hyperlink for an important electronic communications disclaimer:
http://www.credit-suisse.com/legal/en/disclaimer_email_ib.html
==============================================================================