Bulk Edit Transactions

In Fairways Debt, using mass modification, you can edit multiple transaction characteristics simultaneously, saving you time from editing each transaction one by one.

Applicable characteristics for mass modification are:

  • Custom properties
  • External indicators
  • Balance amounts of cash facilities
  • Cash transfers of cash facilities
  • Deferment periods

Note: You cannot bulk edit locked transactions.

 

Prerequisites

If editing:

  1. Custom properties: create a custom property
  2. External indicators: create an external indicator (beta feature, contact your Finance Active consultant)
  3. Balance amounts or cash transfers of cash facilities: create cash facilities
  4. Deferment periods: create standard loans or leases

 

Navigate to the Debt & Derivatives Application
  1. Log in to your Fairways Debt account, e.g. https://login.financeactive.eu/.
  2. Select a customer account.
  3. Navigate to Applications > Debt & Derivatives.

 

Bulk Edit Transactions
  1. Navigate to Portfolio or Draft.
  2. Click Add Transaction > Mass Modification.

Portfolio_Transaction_Add_EN.png

  1. Select a characteristic type to edit, e.g. Custom Properties.
  2. Click Next to save and continue.

MassModification_Characteristic_EN.png

Note: Depending on the characteristic type selected, step 2 -Filters- may not be required and you will be automatically moved to step 3 -Integration.

  1. If required, select the specific characteristic(s) to edit.
  2. Click Next to save and continue.

In this example, we have selected two characteristics, Priority and Severity.

Modification_Mass_Filter_Property_Custom_EN.png

  1. Click Need the Template? to download the transactions to edit to an Excel file.

Modification_Mass_Integration_EN.png

  1. Edit and save the template with the relevant data.

In our example, we have edited the columns Priority and Severity.

Excel_EN.png

  1. Click Select a File and upload the updated template.

Note: Ensure you download and upload the template in the same platform language, i.e. avoid downloading an English template and uploading it to the French platform.

  1. Click Next to save and continue.

Modification_Mass_Integration_Uploaded_EN.png

  1. Verify the edits.
  2. Click Approve to bulk edit the transactions.

Modification_Mass_Preview_EN.png

The transactions update.

  1. Click a transaction reference code to open and verify a specific transaction.

Modification_Mass_Result_EN.png

The transaction characteristics are updated, in our example, the Priority and Severity fields.

Transaction_EN.png

 

Was this article helpful?
0 out of 0 found this helpful