Reports → Applicant → Limit

This report offers a real-time graphical summary of limit usage across banks and products.

Users can filter the dashboard by:

• Corporate subunit

• Financier

• Currency

• Limit Reference

• Product

An optional checkbox is also available to:

Include Event Planning Amounts

Total Limit Status Overview

The Total Limit Status gauge provides a high-level breakdown of the organization’s credit utilization:

Utilized Amount

Represents the portion of the limit currently consumed by active deals.
A deal amount appears as utilized once the corporation releases the transaction.

Planned Amount

If the user selects the limit planning option during deal initiation, the deal amount appears as planned.

Available Amount

This is the remaining usable limit after deducting planned and utilized exposure.

Available Amount = Credit Limit – Utilized Amount – Planned Amount

If the available limit is exceeded, RIVO issues an error during deal creation or release.

Limits by Financier View

The Limits by Financier chart provides a comparative view of limit exposure per bank.

It visually highlights:

• Utilized Amount

• Planned Amount

• Available Amount

This allows corporates to quickly identify which banks have remaining capacity and which are approaching limit thresholds.

Limit Reference Visibility

After selecting a bank, RIVO automatically retrieves the relevant Limit Reference assigned to that bank and organization.

View Deal-Level Limit Usage

RIVO also allows users to drill through the Limits by Financier chart to understand which specific deals are consuming the limit.

From the dashboard, users can click on a financier bar (e.g., utilized or available portion) and select:

• View in Table

• Drill Through → Deal Details

This opens a detailed list of deals linked to that financier limit, showing:

• Deal references

• Amounts contributing to utilization

• Deal status and product type and others

This drill-through capability helps corporates identify exactly how many active deals are using the assigned credit limit and provides full traceability behind the reported utilization.