Enabling Fractionalization

The first step to setting up fractionalization is to enable your org to use this feature. If you do not define this setting, none of your companies or branches, or loan contracts can fractionalize the investor funds across contracts.

Prerequisites

None.

Steps

Perform the following steps to enable fractionalization:

1. Log in to your Salesforce account.

2. Click your Username.

3. Go to Setup, Build, Develop, Custom Settings.

4. Go to Org Parameters and click Manage. If you cannot see this item, check that you have selected CL Loan in the View drop down on top.

   The Org Parameters page is displayed.

5. Click Edit. 

6. In the Default Organization Level Value section, select the Enable Fractionalization checkbox. This checkbox is cleared by default.

7. Click Save.

   This enables fractionalization for your org and you can set up the fractionalization parameters.