Complex Processes

Complex processes is a section designed to launch processes (for example: repayment, processing with additional charges, discounting, schedule recalculation, etc.) in manual mode. It is accessible from the main menu item "Admin" → "Complex Processes". When entering the section, the following window is displayed:

Fig. 1: Main section window

Step 1: Selecting the Process Type

In the "Process Type" field, specify which process needs to be performed:

Fig. 2: Process type configuration

Step 2: Specifying Date and Parameters

• Set the processing date and time.
• Specify whether the sequence should be violated.

Step 3: Configuring the Filter

1. Configure the search filter.
2. Click "+" to apply the filter.
3. Click the "Select Contracts" button.

Fig. 3: Contract filtering

Step 4: Working with the Selection

• To view the full selection, click "Get Full Selection".
• To exclude contracts:
  1. Check the box in the "Exclude" column.
  2. Click the "Exclude" button.

Step 5: Launching the Process

Click "Launch Complex Process" and wait for the execution confirmation.

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Example: "Repayment" Process

1. Process Type: Select "Repayment".
2. Date: Specify the payment date.
3. Violate Sequence: Yes/No.
4. Filters:
   • Object: "Money Movement".
   • Movement Date: Must match the payment date.
5. Click "Select Contracts".

Fig. 4: Configuration example

After the process completes, a notification with the result will appear in the upper right corner.