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 ...
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 ...
● To delete a Deal, click on the Delete icon from the Admin Dashboard. A confirmation pop-up will appear, prompting the user to confirm the action. ○ Clicking the "Yes" button will permanently delete the selected Deal.
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 ...
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. ● ...