2. Filling Out Basic Directories
After being granted access to the project, the first thing we need to do is enter the organization information. The Brainysoft database does not have any organization information by default, so if you don't enter at least the name of the new organization and try to create a new employee, it won't be saved – since the organization cannot be specified. To do this, you need to fill in the directories in the following order:
1. Banks
It's important to understand that while branches haven't been created yet, when adding a bank - the "Add" section for bank accounts will need to be filled in after completing the "Branches" directory
3. Regions
3. Branches
4. Subdivisions
The next configuration step is to add users and grant them certain access rights. Fill in the following directories:
5. Role Creation - Assign them the appropriate access level.
6. Users - add users to the system.
7. Specify which users will be Loan Specialists
Next, you need to provide information to the credit product manager.
To configure the decision-making system, you need to fill in the directories:
11. Application Processing Statuses
To configure cash offices, you need to fill in:
12. Accounts
The accounts directory will be automatically filled with standard values; the accountant will need to go through this directory and fill in the account field.
13. Cash Office
Next, you need to fill in the User Constants menu
You can learn about cash office operations in the webinar "Cash Bank Modules in the Brainysoft Credit Pipeline"
You can learn more about role configuration and user creation in the webinar "Configuring Interface and System User Access"
You can learn about credit product configuration in the webinar "Product Configuration and Payment Distribution by Terms"
You can learn about basic directory configuration here
You can learn about deposit product configuration here
The next implementation stage can be viewed here