Organisational Structure
Warehousing entity
The warehousing entities hold all the financial control accounts and the bank accounts and as such all transactions in the platform reside at warehousing entity level. Many warehouse entities can be created for a finance company allowing a finance ...
Overview and structure of the platform
The Clearmatch platform caters for the following: A SAAS (software as a service) model can be applied within each country. The design caters for multiple finance companies to use the system using either a common or a segregated customer base. Multi ...
Clone originator group product details
Cloning Originator Group Product Functionality will allow a user to copy and replace all or selected originator group product settings from one originator group product to another. Once you have created a new Originator group product , this ...
Clone originator group
Cloning Originator Group Functionality will allow a user to copy and replace all or selected originator group settings from one originator group to another. Once you have created a new Originator group, this functionality will make it easier to ...
Adding an originator to an originator group
Originator groups may have many branches or dealerships or departments etc whic are referred to as originators. Originators will allow Originator groups to be broken down to an additional level. 1. To add an originator to an Internal originator ...
Create an organisational customer
Organisational Customers are a subset of customers in the system that are used to hold the information of entities such as finance companies, originator groups and any other entities. Users will only be able to view and edit the organisational ...
Create an internal originator group
Internal Originator Groups are Originator Groups that are owned by a finance company. Only system Users that belong to the same finance company as the Internal Originator Groups will be able to view and edit internal Originator groups. 1. To create ...
Changing finance company address (statements for borrowers and Investors)
If there are statements that are used for borrowers and investors, and the finance company address needs to change you want to change the finance company address (that appears on the footer), the following points have to be taken into consideration: ...
Trading category mandates
Finance companies will be able to indicate which trading categories they will do business with, for both investing and borrowing. Trading categories are made up of business types, which will allow finance companies to control which business types can ...