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Data Breakdown & Lineage Inspection
Context: cell information page. To open cells information page click on "!" for the selected cell. Context: A detailed popup window triggered when inspecting a specific report cell or line item. Key Components & Elements: Header Details: Displays key met...
Validation Engine & Cross-Report Reconciliation
To run validation got to Reporting Set information page. See page "Operation with Reporting set". Click "Validate". Context: validation completed window. Key Components & Elements: View results: view validation results in UI. Download validation result...
Create New Report
Key Components & Elements: Top Action Trigger: Create new report: Primary blue button in the upper right used to instantiate a new reporting set or template package. Context: The "Create New Report" dialog modal with the "Select a set" drop-down men...
Technical Architecture
Solution Architecture
The platform is a three-tier application. A browser client talks over HTTPS to a stateless REST backend, which is the only component that touches the database. Security
On-premises and SaaS Compared
The two models differ in who operates the stack, not in what the software does. Technical Requirements On-premises SaaS
Login page and Two-factor authetication
Context: Two-step login process for authenticating user access to the Fintecor Reporting platform. Key Components & Elements: Primary Login Card: Form inputs for Username and Password, an environment/tenant selector, and the primary session submit button. ...
Generate Delivery File
Go to Reporting Set information page and select "Generate delivery file" *For EBA reports function "Generate delivery file" could be unavailable in case filling indicators template for selected Report not fulfilled. Go to filling indicators template, fill ...
Operations with Reports
Navigation structure
Context: A full-height view of the primary left-hand navigation sidebar menu within the reporting application. Key Components & Elements: Hierarchical Tree Structure: Displays parent and nested menu items organized by system functional areas, including Syst...
Logout and Password Change
Logout and password change for user:
Datasets administration and data load
Operations with Template
Context: reporting workspace showing a list of possible actions for selected template. Toolbar Action Controls: Freeze headings: Pin/unpin row and column header labels so they remain visible while scrolling through large data tables. Cell size: Adjust row h...
Night Mode
Context: Day and Night mode switch. Key Components & Elements: Theme Switcher: Displays the upper right-hand corner control button used to toggle between light and dark visual themes.
Financial institution configuration
Context: Interface within the System Configuration module where Financial institutions are defined and created. Key Components & Elements: Sub-Navigation Controls: All Financial Institutions: Switches back to the list/grid view of existing entities. Crea...
Data lots configuration
Context: Interface within the System Configuration module where new Data Lots are defined and created. Key Components & Elements: Sub-Navigation Controls: All Data Lots: Button/tab to return to the list view of all existing data lots. Create New Lot:...
Licence
Interface within the System Configuration module where the Fintecor licence file is installed and the reports it permits are listed. Key Components & Elements: Install a licence Choose .fclic file: Opens a file picker for the licence file supplied by Finteco...
Reporting Set Updates
Interface within the System Configuration module where signed Fintecor reporting set packages are previewed and imported. The package is checked and previewed first; nothing changes until the plan is confirmed. Package Selection Choose .fcpkg package: Opens a...