Add Field Screen

      

●  The Fields Dashboard is accessible to admins and displays all the fields created for a Deal.

Key Features:

            ●  Admins can view all existing fields associated with a deal.

            ●  New fields can be added as needed.

• Related Articles

• 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 ...

• Dashboard Screen

  ● The Dashboard Screen is the main interface for the Processor, where they can view and manage all Deal Details assigned to user. Key Features: ● View Assigned Deals ● Add LMS Data ● Add Contracts ● Download Certificate ● View Loans (Enabled only ...

• Login Screen

  INPUTS INPUTS TO BE GIVEN Email ID Admin or Processor Email address Password *************** User Role Admin or Processor On the Login screen, users must enter their Email ID, Password, and User Role as input.

• Dashboard Screen

  The Admin Dashboard displays all the deals created by the admin. Features: ● View All Deals: Displays a list of deals created by the admin. ● Add New Deals: Allows the creation of new deals. ● Add Processors: Enables adding new processors.

• 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 ...