Financial Services Setup - An Overview

Introduction

This component facilitates the loading of the drop-down list boxes (combo) in some components of the Ramco Enterprise Series software. This component facilitates the loading of values for the combos “Investment Party Type”, “Fixed Return Investments”, “Tenure Periodicity” and “Interest Periodicity in Investment Transactions components. This component helps in adding new values in the combos and also to update the existing values to suit the changing business scenarios. This component also facilitates in defining the Investment party details

Feature Highlights

List of Activities

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For…

Maintain Entity Details

Maintaining the entity details for use in other business components

Maintain Party Details

Maintaining party details for recording investments

View Entity Details

Viewing the Entity details

View Party Details

Viewing the Party details.

Set Function Parameters

Setting the parameters for operating Financial Services Setup

View Function Parameters

Viewing the parameters of Financial Services Setup

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