This checklist is intended to assist the administrator during the product launch process.
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Infrastructure |
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Add corporate client |
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Investments |
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Add investment medium/s |
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Security |
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Associate team with product |
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Product |
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Add new product |
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Process and authorize product update types |
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Client Administration |
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Set up client companies |
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Run data setup wizard |
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Check pay centre settings |
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Set up pay centre reference numbers |
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Set up pay centre to branch link |
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Access Control |
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Link user to pay centre |
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Fund Management |
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Set up / link income and expense types |
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Set up calculations |
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Allocate user data level security |
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