Agency Management 1.0.0

May 6th, 2022

The 1.0.0 version of Agency Management allows you to configure the specific agency structure and the rules that apply at each level. The base agency structure is comprised of multiple components set on different levels. The Agency Management solution allows you to add several agencies to a single structure over time. Compatible with the 22.1 version of FintechOS Platform.

Highlights

Understanding Entities and their Hierarchy

With Agency Management 1.0.0, you can add an unlimited number of entities, and connect them according to their hierarchy. The four types of entities are:

• Network;

• Company;

• Company Division;

• Company Subdivision.

Learn more about entities and their hierarchy by accessing the Add Entity page.

Entity List

After creating all the necessary entities and establishing the linkage between them, you can view the list of entities and sort them by their type, name, parent entity, and level.

Learn how to access the list of existing entities by accessing the Entity List page.

Organizational Chart

To have a better overview of the entities setup, you can choose to create an organizational chart. The chart displays all the created entities and the linkage between them.

Learn more by accessing the Organizational Chart page.