Super Set
Assignment
Loan - new version
- Managing Delay Fees for Debit Operations
- Configuring Payment Schedule
- Revert Payment Schedule configuration
- Payment amount configuration
- Revert payment amount configuration
- Interest rate configuration
Interac - ZumRails
- Cancel an Interac deposit
- Interac Auto Send Configuration Setup
- How to convert a VoPay Instant to an EFT after an error
- How to convert an Interac transfer to an EFT after an error.
- FinX VoPay Instant Workflow
- How can I cancel a request after an error with an Interac transfer?
Loan
- How to cancel a loan in the EFT deposit state
- How to find out the amount repaid by a client?
- Overview : Loan
- Overview : Operations - Deposits
- Overview : Operation - Debit
- How to export loan information? (csv file)
Request
- Inverite ID-Verification
- How can I change the first payment date?
- How to create a new request for an existing customer ?
- How to accept an external request ?
- How to refuse an external request ?
- How to approve a document ?
Perception
Administration - Configuration
- FinX Lead API Usage
- Add Restricted Hours in FinX
- Managing User permission
- How to Create and Manage Alert Categories in finX
- How to Grant Download Rights to a User?
- How to modify the duration of a product?
General
- How to create a task ?
- How is IBV displayed in the application ?
- How to create a note ?
- How to refresh IBV statements ?
- How to create a new alert ?
- How to create a note ?
Customer
- How to validate or invalidate a field in the customer profile
- Phone Verification Process for Customers
- How to send instructions to reset a customer's password?
- How does messaging work ?
- How to update customer's banking information ?
- How to import customers data ?