Initial Configurations
This page contains a series of topics that explain the configurations needed by Distribution Management, either during implementation, or when you need to adjust the commissions used for third-party entities payments. The user guide follows the logical steps for configuring Distribution Management. Follow these steps before starting to work with agreements and invoices.
IMPORTANT!
FintechOS offers you a Utilities package for banking solutions, which you can use for testing purposes on your pre-production environments. This package helps you test the FintechOS banking solutions during the implementation phase of your project, using sample data. As such, you'd benefit from its content if you are a developer, a tester, a digital consultant, or a partner who works on implementing one of the FintechOS banking solutions.
FintechOS offers you a Utilities package for banking solutions, which you can use for testing purposes on your pre-production environments. This package helps you test the FintechOS banking solutions during the implementation phase of your project, using sample data. As such, you'd benefit from its content if you are a developer, a tester, a digital consultant, or a partner who works on implementing one of the FintechOS banking solutions.
Check the following configurations during the implementation process:
The following pages explain the configurations needed by Distribution Management regarding the setup of commissions for third-party entities:
IMPORTANT!
Your user must have the one of the following security roles to perform these configurations: Distribution Management Admin (when Distribution Management is implemented) or Distribution Management Admin Banking (when Distribution Management for Banking is implemented).
Your user must have the one of the following security roles to perform these configurations: Distribution Management Admin (when Distribution Management is implemented) or Distribution Management Admin Banking (when Distribution Management for Banking is implemented).