0
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.
- Manage loan service requests for retail customers
- Financial account types for retail customers, such as mortgage and personal
- 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 Personal Loan Operations is dependent on Financial Services Operations Core and Customer Service
Permissions and roles:
- Role required to install the application: System admin (admin)