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How to Add, Update, or Delete an Entity?
Overview This page helps you understand how to add, update, or delete an entity in the Finvisage application. As part of adding an entity, you need to inpu...
Thu, 21 Jan, 2021 at 10:52 PM
How to Add, Update, Activate, and Deactivate a Counterparty?
Overview This page helps you understand how to add a new counter party in the Finvisage application. As part of the process, you need to add the new counte...
Thu, 21 Jan, 2021 at 11:16 PM
How to Add, Update, and Deactivate a Counterparty Bank Account?
Overview  This page helps you understand how to add a new counterparty bank account in the Finvisage application. As part of the process, you need to ad...
Thu, 21 Jan, 2021 at 11:21 PM
How to Add, Update, Deactivate or Activate a Bank Account?
Overview  This page helps you understand how to add a new bank account in the Finvisage application. As part of the process, you need to add the new ban...
Thu, 21 Jan, 2021 at 11:23 PM
How to Add, Update, Deactivate or Activate a Settlement Bank Account?
Overview  A settlement bank is the last bank to receive and report the settlement of a transaction between two entities. It is the bank that partners wi...
Fri, 29 Jan, 2021 at 1:06 PM
How to Add and Update a Loan Benchmark?
Overview  Loan benchmarks enable the setting up of floating rates within the system. This page explains how add a new loan benchmark in the Finvisage ap...
Fri, 4 Oct, 2024 at 12:01 PM
How to Setup Holidays?
Overview  This page describes the process of setting up holidays for an entity in the Finvisage application. As part of setting up the holidays, you can...
Fri, 29 Jan, 2021 at 1:31 PM
How to add, update, and view ratings of an Agency?
Overview  This page helps you understand the process of adding a Rating Agency in the Finvisage application.  As part of adding a Rating Agency, you nee...
Fri, 4 Oct, 2024 at 11:56 AM
How to Add and Update a User Group?
Overview This page helps you understand how to add a new user group in the Finvisage application.  User Groups help set up entity level access permissi...
Fri, 29 Jan, 2021 at 1:34 PM
How to Add, Update, and Lock and Unlock a User?
Overview This page helps you understand how to add a user in the Finvisage application. As part of the process, you need to add the new user  details on th...
Fri, 29 Jan, 2021 at 1:38 PM