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3.6.0
Australia, Zurich, Yokohama, Xanadu
Standalone Application
Provides capabilities to consolidate requests for a Loan Operations team and route them through workflows to the appropriate middle and back office teams.
- Streamline client loan requests across departments
- Improve loan servicing processes with performance analytics
- Manage loan service requests for business customers.
- Loan financial account types for business customers.
- Dedicated workspace for loan agents.
- Performance Analytics for insights into team and business performance.
- Updated:
- Updated the read-only option to 'Strict Read Only' for read-only fields
Financial Services Business Loan Operations is dependent on Financial Services Operations Core and Customer Service.
Permissions and roles:
- System administrator (admin) role is needed for the installation.