A Step-by-Step Guide to Setting Up Your Brainysoft System.

This section covers the basic program settings that need to be configured, or at least you should know where to configure them, to start working in the Brainysoft system. All the settings we will be interested in are located in the main menu section "Admin".

The first thing we need to do is enter information about the organization. The Brainysoft database by default does not have any organization information, so if you don't enter at least the name of a new organization and try to create a new employee, they won't be saved – since the organization cannot be specified. To do this, you need to fill in the directories in the following order:

• Legal Entities

• Branches

• Subdivisions

Next, you need to fill in the User Constants menu.

The next setup step is to add users and grant them certain access rights. Fill in the following directories:

• Users - add users to the system.

• Role Configuration - Assign them the appropriate access level.

Specify which users will be Loan Specialists and configure:

• Loan Product

• Decision Making System

You can configure fields in the client questionnaire using the Model Editor. Then proceed to create and work with entities in the system:

• Creating a New Client

• Creating an Application

• Application Review

• Creating a Contract

• Working with Financial Information under the Contract