Related Articles
Creating or changing an authorisation code
NOTE : An authorisation code is needed for specific functions in Fusion e.g. bid approvals, overriding an Application Status, etc: 1. Log into Clearmatch Fusion (preferably as a user with Internal Administration access): 2. Navigate to Configuration ...
Retrieve verification code - personal customers
When a customer is created either via the portal registration process or in Clearmatch Fusion, a verification code will be automatically generated and supplied to the customer by email. This code will need to be entered when the customer signs in ...
Release Notes - 201726 - Investor Dual Authorisation
Release 201726 – Investor Dual Authorisation Release Date Mar 2018 1. Summary Story 255396 Whenever a SmartFund Mandate, Auto Repayment Frequency or Reinvestment Option is changed in CM by Investor Services (not through the portal by the investor ...
Retrieve SMS code in test environments
In test environments, SMS messages will not be sent to the mobile phones, instead you will need to retrieve the SMS message through Clearmatch Fusion. 1. In order to do that sign into Clearmatch Fusion and click on Maintenance menu item, 2. Select ...
Retrieve security answer - personal customers
There are instances when customers need to contact customer support for finance companies as they forget their security answer. A function exists in the Clearmatch system that will decrypt and supply the security answer to the finance company, so ...