Purpose
Recent updates allow users to edit funding sources directly in a capital stack after the capital stack has been finalized, saving significant time and effort. Users can now update non-budget-impacting fields (such as External Unique Identifiers, or EUIDs) without going through a full modification and approval workflow, while budget-impacting fields continue to require the standard Modification process.
Key Features
Edit Non-Budget-Impacting Fields After Finalization: Update fields such as External Unique Identifiers (EUIDs) directly in a finalized capital stack.
Skip the Modification Workflow for Minor Corrections: Avoid the lengthy modification and approval process for fields that don't impact financial balances or formal terms.
How It Works
Editing Non-Budget-Impacting Fields
Click the Edit pencil icon next to the funding source.
Update non-budget-impacting fields directly (such as EUIDs).
Save the changes — no full modification or approval process is required for these fields.
Benefits
Faster correction of minor reference-data errors without disrupting deal teams.
Reduced administrative overhead — no approval workflow required for non-budget-impacting changes.
Existing financial controls remain intact — budget-impacting changes still require a Modification.
FAQ
What fields can I edit without a full modification?
Most fields can be edited without a full modification. Any field that impacts financial balances or formally modifies terms still requires a Modification workflow. The fields and actions that still require a Modification are:
Classification
Total Amount
Toggle — "Exclude Funding Source from Sources & Uses Balancing"
Structure
Funding Date
Initial Loan Term (months)
Initial Maturity Date
Creating a new Extension
Interest Type
Floating Interest Rate fields:
Spread
Cap
Floor
Index
Fixed Interest Rate fields:
Interest Rate
Will editing a funding source affect my budget or require approval?
No. Edits to non-budget-impacting fields do not require the full modification and approval process.
What if I need to change a budget-impacting field?
The standard modification and approval workflow is still required for any budget-impacting field.
Are these changes tracked?
Yes. The backend replicates the modification process to ensure all changes are logged.