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Analytics!

26.03.2019 – Release 1.9

For Distribution

  1. Monthly Distribution Insights (Analytics) introduced
  2. Debentures
    1. Creation of increased number of debentures possible for new buys and renewals
    2. Transfer agreement will include all current and future debentures in the appendix based on the data entries
  3. Distribution Commission: Possibility to choose desired commission per Sales ID in %
  4. Introduction of status updates via email
  5. Valuta check: Weekends & public holidays excluded as expiry dates
  6. We recommend using Google Chrome when loggin into the CredEx platform
  7. The contract names were translated and now appear in German, French or Italian when downloading

For Risk Carriers

  1. Monthly Risk Carrier Insights (Analytics) introduced
  2. We have introduced monthly insights for the distribution side. It aims to provide insightful figures enabling you to track the developments of your activity as a distributor. It will continuously evolve and its relevance increase as activity on the platform does. The insights will be provided via email to selected key distribution users.
  3.  From now on it is possible to create more debentures compared to now. Data entry was significantly facilitated by prefillings which remain subject to control.
  4. Also, the transfer agreement will consist of all current and future debentures as entered in the system.
  5. After sealing a deal there is a possibility to determine multiple sales IDs with their respective % of commission that should be received.
  6. When a deal is sent to information check you will from now on be informed about a status change via an automatized email.
  7. The CredEx Platform will from now on automatically realize if the expiry date is on a weekend or a public holiday. Therefore, only mortgages with expiry dates on weekdays will be allowed. CredEx includes the following days as public holidays: New Years (1.1.), Berchtoldstag (2.1.), Good Friday, Easter Monday, Labour Day (1.5.), Ascension, Whit Monday, Swiss National Day (1.8.), Christmas Eve (24.12.), Christmas (25. & 26.12.), Sylvester (31.12.).
  8. Even though we are compatible with many browsers we recommend using Google Chrome because the application is optimized for it
  9. When downloading contracts, the names of the documents appear in the respective languages (German, French, Italian, English). Until now they always appeared in English
  10. We have introduced monthly insights for the risk carrier side. It aims to provide insightful figures enabling you to track the developments of your activity as a risk carrier. It will continuously evolve and its relevance increase as activity on the platform does. The insights will be provided to selected key risk carrier users.

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