UI Tools Overview

Tools provide additional data management capabilities including managing of the customer information and bulk data imports/exports. They can be used at the point of the company account set-up to populate the system with data currently obtained by the company, as well as at any point of the system usage. The tools allow access to:

Open

• Customer management: Access and edit details of the customers

• Export: Bulk exports of loan and payment details

• Import: Bulk import of data for customers, loans, disbursements and payments

• Excel reports: Access dedicated preset reports or build new reports for the needs of the company

• Blacklists: View, add or remove blacklisted customers

• Credit bureau: Access information on the credit bureau check status and update the bureaus about the loan status change

• Loan migration: Add information about existing loans to the system

• Vendors: Add and access information about existing vendors, set up rules for vendor details in the system and export vendors' data

• User KPI: View key performance indicators of the back-office users

• Audit Trail: If the option is enabled in the Configuration, it can be used to track all the activities that happen to the borrower profiles and loan applications in the System.