Deal Task Action Controls for Collateral
Ability to enable Deal Task Actions for Collateral on a task within journey builder.
Ability to enable Deal Task Actions for Collateral on a task within journey builder.
Secondary Identifiers are now able to be configured within the Manage Collateral task. This enables users to be able to easily identify the collateral/s that appear in the left hand navigation within the task.
The financial analysis task has now been enhanced so that users are able to bulk delete in the Scenarios and Summary Tab. This will ensure fewer clicks for users and complements the bulk add feature within these tabs.
Ability to enable Field Level Custom Task Providers on Products and Collateral in context of a Deal.
Ability to make Screening Resolution Comments non-mandatory
The introduction of the Read Only Validation for Data Group Policy Requirements will now also apply for datagroups for collateral & assets in the Manage Collateral task.
Enable Related Collateral and Assets as a source in Policy Requirements.
Ability to control the actions available to users within for both Collateral & Assets within the Manage Collateral task.
The introduction of the Read Only Validation for Data Group Policy Requirements will also apply for Financial Groups in the Financial Analysis task. This will ensure the control & flexibility for clients to configure the ability to add or delete financial items in a financial group.