Index
The Index menu option provides access to the platform’s centralized configuration settings required to support credit and funding operations.
The available setups vary according to the user’s assigned role, such as Credit Manager, Credit Analyst, Funding Manager, or Funding Analyst, ensuring a role-specific experience. Access to each setup is controlled through role-based permissions, allowing users to view only the configuration areas relevant to their responsibilities. This approach helps maintain system security while ensuring the integrity and consistency of operational settings.
Access to Index is controlled through role-based permissions. Depending on your assigned role, you may have view-only access or access to a limited set of configuration options. For complete information about available setups, refer to the Index User Guide.