Fintecor Reporting
Server Requirements and On-Premise Installation
Technical Architecture
System configuration and administration
Context: Setup form under System Configuration. Key Components & Elements: Top Navigation Bar: ...
User Access & Role-Based Permission
There are two roles possible, Admin and User. Context: Interface for provisioning new user accoun...
Financial institution configuration
Context: Interface within the System Configuration module where Financial institutions are define...
Data lots configuration
Context: Interface within the System Configuration module where new Data Lots are defined and cre...
General Configuration
Context: general configuration workspace to define used parameter values. Key Components & Eleme...
System Logs & Revision History
Context: Visual representation of system activity surfaced through the notification interface and...
Licence
Interface within the System Configuration module where the Fintecor licence file is installed and...
Reporting Set Updates
Interface within the System Configuration module where signed Fintecor reporting set packages are...
Datasets administration and data load
User Interface Guide and Navigation
User Guide
Login page and Two-factor authetication
Context: Two-step login process for authenticating user access to the Fintecor Reporting platform...
Logout and Password Change
Logout and password change for user:
Navigation structure
Context: A full-height view of the primary left-hand navigation sidebar menu within the reporting...
Night Mode
Context: Day and Night mode switch. Key Components & Elements: Theme Switcher: Displays the ...
Operations with Reports
Create New Report
Key Components & Elements: Top Action Trigger: Create new report: Primary blue button in the ...
Operations with Report
Context: reporting workspace showing a list of possible actions for selected reporting set. To...
Operations with Template
Context: reporting workspace showing a list of possible actions for selected template. Toolbar ...
Data Breakdown & Lineage Inspection
Context: cell information page. To open cells information page click on "!" for the selected cell...
Validation Engine & Cross-Report Reconciliation
To run validation got to Reporting Set information page. See page "Operation with Reporting set"...
Generate Delivery File
Go to Reporting Set information page and select "Generate delivery file" *For EBA reports fun...