Administration Guide

Preface

• Preface

Change Record

• Change Record
• August 2024 Release
• April 2024 (4.5000) Release
• December 2023 (4.4001) Release
• August 2023 (4.3001) Release

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Introduction

• Introduction

Installation

• Installation
• Enabling theme-based user interface
• Upgrade Task for CL Loan 2.2003
• Upgrade Tasks for CL Loan 2.3007

Upgrade steps

• Upgrade steps

Salesforce setup

• Salesforce setup

Servicing Configuration

• Servicing Configuration

Configuring CL Loan using CL Loan setup wizard

• Configuring CL Loan using CL Loan setup wizard
• Configuration of settings
• Configuring a lending product
• Configuring the batch jobs
• Configuring fractionalization

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Recommended User Interface Layouts

• Recommended User Interface Layouts

Data Archival

• Data Archival

Diagnostics and User Alerts

• Diagnostics and User Alerts

Glossary

• Glossary