Add Certificate Data Popup
Adding Certificate Data:
● Click
on the Add Certificate Data button.
● A
pop-up window will appear, allowing the admin to enter the following details:
○ Deal
Name
○ Certificate
Message
○ Message
Type
● Clicking
Add Certificate Data will successfully onboard the certificate details
for the selected deal.
Related Articles
Add LMS Data Popup
INPUTS INPUTS TO BE GIVEN File Excel file When you click on the Add LMS Data icon, a pop-up window will appear, allowing you to upload the latest LMS data in Excel format. Process: ● Select and upload the LMS data file (Excel format). ● The system ...Onboarding Certificate Data Screen
The OnBoard Certificate screen is accessible to admins and allows them to manage certificate-related messages for a specific Deal. Key Features: ● Admins can view all onboarded messages associated with a particular deal. ● New certificate data can be ...Add Contracts Popup
INPUTS INPUTS TO BE GIVEN File Zip files To upload Loan Contract Data, click on the Add Contracts icon. A pop-up window will appear, displaying a dropdown with existing contract files. Process: ● Select the required contract file from the dropdown. ● ...Add Field Popup
INPUTS INPUTS TO BE GIVEN Deal Name Deal name Field Name Field name Field Standard Name Field standard name Category Loan category Display in UI Yes or No Adding a New Field: ● Click on the Add Field icon. ● Clicking Add Field will successfully ...Add Deal Popup
INPUTS INPUTS TO BE GIVEN Deal Name Deal name Asset Class Asset class Issuer Issuer Date Created mm/dd/yyyy Processor Select a Processor from drop-down ● When users click on the Add Deal icon, a pop-up window will appear, allowing them to enter all ...