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6. How to Configure Rule Management, Committee Approval, Single Sign On, Correspondence and Security Workflow in Credit Cloud

Watch this tutorial and learn how to configure rule management, committee approval, single sign on, correspondence and security workflow in the HighRadius Credit Application.

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About this course

`promoImage
description
lessonOverview

Explore this master course on Rule Management, Committee Approval, Correspondence, and Setting up SSO in the Credit Application of HighRadius.

HighRadius Credit Application acts as a powerhouse for automation & process standardization.

CAC(Common Advanced Correspondence) is a newly developed, Multi-Language, and advanced correspondence feature which helps in sending correspondences in a much simpler way.

HighRadius also provides a platform for managing all securities for clients under the Security Expiry Workflow which you will learn in this course. 

In this course, our trainers will make sure that you’re able to configure and set up Credit Cloud  Products and Features on your own.

Key Learning Objectives:

  1. Rules Management and How it Helps in Triggering Workflows
  2. Committee Approval Setup
  3. Correspondence Feature to Send out Emails
  4. Security Workflow
  5. SSO Setup

Course Essentials:

This course aims at delivering high-value content through a combination of demos, discussions, architecture blueprints, and hands-on exercises.

It will take you about 1 hour in completing this course, and includes an assignment that is a requirement for achieving your Credit Administrator Level Badge.

Prerequisites:

Course 1: Account Cloning and User Management in HighRadius Credit Application

Course 2: ECI Data Loading and Configuration

Course 3: Online Credit Application (OCA) and its Configuration

Course 4: Understanding Characteristics and Financial Agency Integration in the HighRadius Credit Application

Course 5: Configuring Workflows to Calculate Credit Score

Curriculum60 Mins

  • Rule Management in the HighRadius Credit Application (~20 Mins)
  • Managing Automatic Review Rules
  • Managing New Review Date Rules
  • Understanding the Generic Rules
  • Common Correspondence Configurations
  • How to Configure Committee Approval (~25 Mins)
  • Introduction to Committee Approval
  • Configuration of Committee Approval
  • Configuring Correspondence (~25 Mins)
  • Introduction to Correspondence (CAC)
  • Overview of Different Steps in Configuration of CAC
  • Feature Enablement in CAC
  • Correspondence Type Mapping and Email Template Creation
  • Package Creation
  • Mapping Details to Correspondence Type
  • Recipients and Auto Rules Creation in Credit
  • Configuration of Securities Workflow (~15 Mins )
  • Overview of Security Workflow
  • How are Securities Created in Credit Cloud
  • Security Expiry Workflows
  • Quiz: Committee Approval

About this course

`promoImage
description
lessonOverview

Explore this master course on Rule Management, Committee Approval, Correspondence, and Setting up SSO in the Credit Application of HighRadius.

HighRadius Credit Application acts as a powerhouse for automation & process standardization.

CAC(Common Advanced Correspondence) is a newly developed, Multi-Language, and advanced correspondence feature which helps in sending correspondences in a much simpler way.

HighRadius also provides a platform for managing all securities for clients under the Security Expiry Workflow which you will learn in this course. 

In this course, our trainers will make sure that you’re able to configure and set up Credit Cloud  Products and Features on your own.

Key Learning Objectives:

  1. Rules Management and How it Helps in Triggering Workflows
  2. Committee Approval Setup
  3. Correspondence Feature to Send out Emails
  4. Security Workflow
  5. SSO Setup

Course Essentials:

This course aims at delivering high-value content through a combination of demos, discussions, architecture blueprints, and hands-on exercises.

It will take you about 1 hour in completing this course, and includes an assignment that is a requirement for achieving your Credit Administrator Level Badge.

Prerequisites:

Course 1: Account Cloning and User Management in HighRadius Credit Application

Course 2: ECI Data Loading and Configuration

Course 3: Online Credit Application (OCA) and its Configuration

Course 4: Understanding Characteristics and Financial Agency Integration in the HighRadius Credit Application

Course 5: Configuring Workflows to Calculate Credit Score

Curriculum60 Mins

  • Rule Management in the HighRadius Credit Application (~20 Mins)
  • Managing Automatic Review Rules
  • Managing New Review Date Rules
  • Understanding the Generic Rules
  • Common Correspondence Configurations
  • How to Configure Committee Approval (~25 Mins)
  • Introduction to Committee Approval
  • Configuration of Committee Approval
  • Configuring Correspondence (~25 Mins)
  • Introduction to Correspondence (CAC)
  • Overview of Different Steps in Configuration of CAC
  • Feature Enablement in CAC
  • Correspondence Type Mapping and Email Template Creation
  • Package Creation
  • Mapping Details to Correspondence Type
  • Recipients and Auto Rules Creation in Credit
  • Configuration of Securities Workflow (~15 Mins )
  • Overview of Security Workflow
  • How are Securities Created in Credit Cloud
  • Security Expiry Workflows
  • Quiz: Committee Approval