SOLUTIONS // FINANCIAL SERVICES

Financial services

Exposure, provisions, and board reporting, grounded in the core system and the correspondence around it.

S-01 // SOLUTION

Receivables exposure model

Metron maintains a working exposure model generated from live core-system rows: aging, covenant headroom, and the correspondence behind every figure. The workbook is a real deliverable: formulas intact, refreshed on schedule.

CREDIT COMMITTEESBRANCH FINANCE LEADS
F12=SUM(F2:F11)
ABCDEFGHI
1AccountBranchCurrent30d60d90d+TotalLast paymentHeadroom
2PT Dagang AnugerahSurabaya2,1401,2406103804,37026 Sep6.1%
3PT Kencana SejahteraJakarta1,8609804201903,45030 Sep11.2%
4CV Bumi SentosaMakassar1,4107603501202,64029 Sep14.8%
5PT Mahkota RayaMedan9905402802102,02018 Sep8.4%
6PT Sinar TerangSemarang880470190601,60001 Oct17.9%
7CV Karya MandiriBandung760350140901,34027 Sep12.6%
8PT Nusantara LogamBekasi640290110401,08030 Sep19.3%
9PT Tirta KemasSidoarjo530240903089002 Oct21.5%
10PT Cakra BuanaPalembang470210805081024 Sep15.4%
11CV Mitra UsahaDenpasar380170602063001 Oct23.0%
12TOTAL10,0605,2502,3301,19018,83012.4%
SummaryExposureAgingCovenantsChange log
REFRESHED 06:00 WIB DAILYCORE SYSTEM · 41,207 ROWS READFORMULAS INTACTEVERY EDIT LOGGED
EXPOSURE-MODEL.XLSX · GENERATED FROM LIVE CORE-SYSTEM ROWS · TOP 10 OBLIGORS SHOWN · REPRESENTATIVE DATA
S-02 // SOLUTION

Board reporting

Metron assembles the recurring board pack from live figures (every chart and table cited to its source rows) in the institution’s own template, reviewed by finance before circulation.

CFOSBOARD SECRETARIATS
04 / Exposure Exposure by aging bucket · September Portfolio Rp 81.4 B across 214 obligors; policy threshold Rp 5.0 B on the 90-day bucket
Source: core system AR-AGING · 41,207 rows · drafted by Metron, reviewed by financeSlide 04 / 10
01 / COVERMonthly exposure
board pack
02 / PORTFOLIOMonth in brief
04 / EXPOSUREBy aging bucket
06 / WATCHLISTAccounts flagged
08 / COVENANTSHeadroom
10 / ACTIONSApproved this cycle
BOARD-PACK.PPTX · 10 SLIDES · HOUSE TEMPLATE · EVERY THUMBNAIL OPENS ITS SLIDE · REPRESENTATIVE DATA
03 // THE WORKING CYCLE

A case, end to end

S-01

Situation

Receivables drift across dozens of branches; covenant limits live in the core system, while the account history lives in correspondence.

Metron Portal · Watchers
Metron Overview Approvals Watchers Memory Audit
Headroom watchers31 branches
AccountHeadroomTrendStatus
PT DAG · Surabaya6.1%Falling 6 weeksFlagged
PT MRA · Medan8.4%Falling 3 weeksFlagged
PT KSM · Jakarta11.2%DriftingWatching
WATCHER 06:12 · PT DAG BELOW THE 8% POLICY THRESHOLD · SOURCE: AR-AGING ROW 118
THE DRIFT IS ALREADY FLAGGED BEFORE ANYONE ASKS · REPRESENTATIVE DATA
S-02

Question

"Where is our exposure drifting past policy, and why?"

ChatMetron
Where is our exposure drifting past policy, and why?
S-03

Sourced answer

Metron reconciles core-system rows with correspondence history and flags three accounts drifting toward breach, each with the thread that explains it.

ChatMetron
Where is our exposure drifting past policy, and why?
MetronThree accounts are drifting toward breach: PT DAG (6.1% headroom), PT MRA (8.4%), PT KSM (11.2%). PT DAG traces to the April terms addendum: collections slowed after the revised terms took effect. AR-AGING · ROW 118EMAIL · 14 APRMEMORY · APR REVIEW
S-04

Proposed action

An updated exposure workbook, drafted follow-up letters, and the board-pack section covering the affected accounts.

ChatMetron
MetronDrafts are ready for review. Nothing is sent until you approve.
Approval requested

Refreshed exposure workbook, four follow-up letters, and the board-pack section covering the affected accounts.

Hold
S-05

Approved outcome

The credit committee approves in the portal; the letters are issued; the workbook and pack carry the decision into the next cycle.

Letters issued4 accounts · credit committee 09:14
Done
Workbook refreshedEXPOSURE-MODEL.XLSX · formulas intact
Done
Board-pack section updatedSLIDE 06 · WATCHLIST
Done
Decision recordedmemory · carried into the next cycle
Recorded
EVERY STEP GATED AND RECORDED · REPRESENTATIVE DATA
Working session

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