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Fintedge User Guide
Users and Access Control
Understanding Users, Roles, and Permissions
A FintEdge user is an account that stores the credentials, personal details, assigned role, and permission set interacting with the system. The complete list of users can be found by navigating to Admin > Users. Manage Roles and Permissions are the fundament...
Manage Roles
Creating a Role New role can be created from the top navigation bar where all existing roles are available: Admin> System > Manage Roles and Permissions Choose Add Role. Editing and Deleting a Role After role created the following actions are available ...
Permissions Reference
The FintEdge provides several high-level permissions (Special) that grant extended or full access beyond standard role-based permissions. Permission Function ALL FUNCTIONS Grants full access to all system functionalities. Includes all availabl...
Clients
Test
Fintecor Reporting
Server Requirements and On-Premise Installation
Network Requirements
How it is deployed Three components, delivered as Docker container images and run with Docker Compose on a single Linux server. The database can instead be pointed at an existing Database cluster if you already operate one. Network Requirements Users need a c...
Installation
Prepare the server. Provision the Linux host per the table above, install Docker Engine and the Compose plugin, set the time zone, and create the DNS record and TLS certificate for your reporting hostname. Prepare the database. Either let the delivered Compos...
User Interface Guide and Navigation
User Guide
Operations with Report
Context: reporting workspace showing a list of possible actions for selected reporting set. Toolbar Action Controls: Rename: change name of selected reporting set. Create copy: create copy of selected reporting set Compare: compare two selected reporti...
System configuration and administration
Context: Setup form under System Configuration. Key Components & Elements: Top Navigation Bar: Users: Switches to user management and account creation.Financial Institutions: Active section tab highlighting financial entity settings.Data Lots: Navigates to ...
General Configuration
Context: general configuration workspace to define used parameter values. Key Components & Elements: General Configuration is highlighted. Parameter Form Controls: Parameter Column: Displays available parameters list. Value Inputs: Input fields to defin...
Datasets & Input Sources
Context: Main management interface showing the structured data hierarchy arranged by reporting period and assigned unit. Key Components & Elements: Hierarchical Tree View: Categorized drill-down structured by date and unit (e.g., 2026-06-30 → Lot 1 → Plot ...
User Access & Role-Based Permission
There are two roles possible, Admin and User. Context: Interface for provisioning new user accounts and assigning permissions within the system. Key Components & Elements: User Detail Input Fields: Captures essential user profile information, including use...
System Logs & Revision History
Context: Visual representation of system activity surfaced through the notification interface and execution status indicators. Key Components & Elements: Activity & Audit Stream: Displays recorded events including configuration changes, user logins, and sy...