Delete Deal Popup

●  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.

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• 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 ...

• Map Processor Popup

  INPUTS INPUTS TO BE GIVEN Processor Select a processor from drop-down ● When the Map Processor icon is clicked on the Admin Dashboard, a pop-up window will appear, allowing the admin to assign a specific processor to a Deal ID. ● If the admin needs ...

• 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 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 ...

• Map Fields Popup

  ● When the Map Field icon is clicked on the Admin Dashboard, a pop-up window will appear, allowing users to select or deselect the required attributes for the Deal ID as needed..