Add automated repayment frequencies - investment category
Investors are able to specify how often an automatic payment is made e.g. payment of funds earned. The finance company will be able to define the different automated repayment frequencies that are available for different investment categories.
Any investors that are created will have the ability to select the different automated repayment frequencies that have been assigned to the investment category they are allocated. When created, they will also assigned the default automated repayment frequency.
The instructions outlined below are how to add an automated repayment frequency to an investment category.
1. Login to Clearmatch Fusion with the relevant credentials:
2. Navigate to Home Pages > Investing :
3. Select the Investment Categories option under Setup :
4. This will redirect to the List Investment Categories page where all of the available finance companies and their associated investor categories are displayed. Select the investment category that needs a change (by clicking on the link via the Finance Company or Investor Categories ):
5. Once selected, this will redirect to the Display Investment Category page for the selected investor category. Click on the Action Panel 
> Investment Options > Add Automated Repayment Frequency :
6. Select and enter the following details for the automated repayment frequency:
Asset Class : From the drop down list, select the asset class that requires the automated repayment frequency.
Repayment Frequency : This is a drop down list of all active automated repayment frequencies for the investment category of the investor and the asset class that was selected.
NOTE : If the Fund Control asset class is selected, the payment frequency cannot be less than monthly.
- Weekly payments will be processed on the Monday of every week.
- Monthly payments will be processed on the first of every month.
- Quarterly payments will be processed on the first day of every quarter.
In Active: Enable the tick in the check box, if the repayment frequency needs to be made inactive.
Is Default : Enable the tick in the check box, if the repayment frequency needs to be made the default one.
Authorisation Code : This is the authorisation code of the user who is currently logged in and trying to complete the operation.
Supervisor Username : This is the username of a supervisor (a security clearance level equal to or higher of the user creating this repayment frequency).
Supervisor Authorisation Code : This is the authorisation code of the supervisor that has been used in the credentials above.
Click on the 
button to create the automated repayment frequency or the 
button to return back to the Display Investment Category screen.
7. Once the automated repayment frequency has been added, click on the Automated Repayment Frequency association tab (alternatively, select the option from the drop down list or Quick Links , if enabled) to view the changes that were made:
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