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Business Objective
Turnkey Lender System allows creating a flexible system in order to restrict loan visibility based on a branch office/sub-branch offices.
For example:
- For Users, linked to a branch "A" displays all loans in the system.
- For Users, linked to a branch "B" displays only loans created by the users of branch "B" and its sub-branches.
The "Branch office" feature is useful for allocation workplaces between partners, dealers or branches.
More detailed functionality you can see below.
Workflow Diagram
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Workflow diagram displays interaction between the loan created from the Front-office and the loan created from the Back-office.
Loan application assignment to the branch
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Add a new branch to the System
This subsection describes the procedure of creating a new branch window.
Only Users with Administrator rule can create branches and sub-branches.
To create a branch:
1. In order to add a new Branch Office, navigate to System workplace - click on Branch Offices page.
2. Click the Add button.
The Add Branch window opens:
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The new branch field is added to the bottom of the list:
3. In the Name box, enter the name of a new Branch.
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The name of the branch must be unique. |
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- In case if "Allow access to loans notlinked to a branch" is enabled, Back-Office user will see loans which are linked to his branch and sub-branches and loans which are not linked to any branch
- In case if "Allow access to loans notlinked to a branch" is disabled, Back-Office user will see only loans which are linked to his branch and sub-branches
5. Click OK.
Use the same steps for adding Sub-branch by clicking Add button.
Assigning User to the branch
1. In order to add a new User, navigate to System workplace - click on Users page.
2. Click the Add User button.
3. Set the Branch/Sub-branch from the drop-down list.
The Add User window with permissions opens:
Any User can be assigned to a specific branch.
4. In the next step, you can configure permissions, which will determine which Loan Applications will be visible for corresponding Back-Office User
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Is case if the user is linked to a branch, permissions are configured by the branch settings |
5. Click OK.
Loan Header & Search Filters
If the Loan application is linked to a branch system will display Branch Name in the Loan Header
In order to display loans only from a particular branch or sub-branch Back-Office, users can use a search filter.
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The filtering panel of the Branch Filter
