Quantum Ideas Portal
Welcome to the FIS Treasury and Risk Manager - Quantum Edition Aha! Ideas Portal.

By visiting this portal, you will be able to contribute towards the evolution of the Quantum solution through interactions with other Quantum users, FIS trusted partners and FIS staff from around the world. Each Portal User receives 5 votes. Each user is allowed 1 vote per idea. Votes are reset when an idea is in a final state i.e. Shipped (delivered in the product).

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Status Needs review
Created by Matthew Johnson
Created on Jul 10, 2024

RELATED IDEAS

Custom Pages for Netting Elements (i.e., Netting Invoices, Netting Credit Notes)

Currently, we have custom pages built for our Netting Pages. That has to be "redeveloped" for each upgrade. Ideally, the Netting Pages would be exposed via the Custom Pages. That way we can just build the custom pages that way allowing us to eliminate the need for rebuilding those pages each upgrade.

  • Attach files
  • Matthew Johnson
    Reply
    |     Sep 13, 2024

    Hi Mark, what we are looking for here is the ability to utilize the Workflow Page functionality to create custom Netting pages for Netting Invoices, Credit Notes, etc. We currently have two custom pages that are "re-developed" every upgrade, which doesn't seem necessary anymore due to the introduction of the Workflow Pages.

    So utilizing similar functionality, as you could create a variant actual cashflow page that is ring fenced for say just Facility Fees, where the end user can input in deals for that.


    Custom Workflow...
    AZ Netting Cred...
    AZ Netting Unbo...
    Netting Pages.PNG
    AZ Netting Invo...
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    AZ Netting Credit note.PNG
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    AZ Netting Unbound Credit Note.PNG
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    Netting Pages.PNG
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    AZ Netting Invoice.PNG
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    Custom Workflow Page.png AZ Netting Credit note.PNG AZ Netting Unbound Credit Note.PNG Netting Pages.PNG AZ Netting Invoice.PNG
  • Admin
    Mark Zumbraegel
    Reply
    |     Sep 10, 2024

    Hi there, I'm struggling to understand the ask. Can you please provide screen prints describing the issue and request.