Bank Holidays

The bank holidays & non-working days configuration is used for the Billing and Collection module. This setting controls the behavior of the direct debit generation endpoint; it prevents the endpoint from generating a direct debit file on a date corresponding to a bank holiday - like Easter or other dates declared as non-working days by authorities.

The bank holidays details are stored in the Bank Holiday entity, and the Service Insurance solution allows you to add, edit or delete this kind of data. In order to do so, take the following steps:

To add a new record into your Bank Holiday configuration list for your insurance module, follow the steps:

1. Open your FintechOS portal and click the main menu at the top left corner. The main drop-down opens. From the drop-down choose Settings.

2. Inside the Settings menu, click on Bank Holidays. The Bank Holidays List page is displayed.

3. In the Bank Holidays List page:

• To Add a new record, click Insert, at the top right corner of the page. Use the pop-up window to insert the Name of the bank holiday and the date selector to set the invariant Date.

• To Edit a record from the grid, double click it and use the edit window to insert your updates. Click Save at the top right corner of your screen.

• To Delete a record from the grid, select it and click Delete, at the top right corner of the page.

Below, an example of the Bank Holiday insert form: