Profiles

Some operators have specialized skill sets and thus are required to review certain applications. For example, a certain operator verifies if an applicant is on the risk list, while another would approve the loan. Therefore, each operator must have at least one profile.

1. In FintechOS Portal, click the main menu and access Task Management > Profiles. The list of defined profiles is opened.

2. Click Insert to add a new profile and add a name.

3. Under Profile Filters section, click Insert.

4. Pick a filter for the profile and add a description.

5. Click Save and close.