MyDeminor - Back

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MyDeminor - Back by Mind Map: MyDeminor - Back

1. Navigation

1.1. Common

1.1.1. Dashboard

1.1.2. Alerts

1.1.3. Contacts

1.1.4. Companies

1.1.5. Claims

1.1.6. Search

1.1.7. Profile

1.2. Publications

1.2.1. Export

1.2.2. Documents

1.2.3. News

1.3. Platform management

1.3.1. Users

1.3.2. Settings

2. Dashboard

2.1. KPI's by user

2.1.1. Recent claims

2.1.2. Recent users

2.2. Quicklinks by user

2.2.1. What are you looking for ?

2.2.1.1. Filters

2.2.1.1.1. Keywords

2.2.1.1.2. Most used tags

2.2.1.1.3. Type of result

2.2.1.1.4. Date

2.2.1.1.5. Status

2.2.1.2. Results

2.2.1.2.1. Claims

2.2.1.2.2. Contacts

2.2.1.2.3. Alerts

2.2.2. New document

2.2.3. New news

3. Alerts

3.1. Unique ID

3.2. Name

3.3. Fraud date

3.4. Alert frozen

3.5. Status

3.5.1. Active

3.5.2. Inactive

3.6. Descriptions

3.6.1. Summary

3.6.2. Transaction page

3.6.3. Add claim page

3.6.4. If registrations are closed

3.6.5. View claim page

3.6.6. Investor information page

3.6.7. If payment is not required

3.6.8. If documents are not required

3.6.9. Terms and conditions

3.6.10. Required documents for ...

3.6.10.1. ... retails

3.6.10.2. ... institutionals

3.6.11. "Conditions precedent" info-button

3.7. User application

3.7.1. Availability

3.7.1.1. Retails

3.7.1.2. Institutionals

3.7.1.3. All

3.7.1.3.1. Field "financial institution" activated?

3.7.2. Conditions precedent

3.7.3. Payment not needed

3.7.4. Date of end of registration

3.7.5. Additional required documents from users

3.7.5.1. Title

3.7.5.2. Explanation

3.7.6. Mail templates

3.7.6.1. Upon registration

3.7.6.2. Attached documents

3.8. Documents

3.8.1. General Terms and Conditions (document)

3.8.2. Contract (document)

3.8.3. Privacy Statement (document)

3.9. Customer fee

3.9.1. Fee definition

3.9.1.1. Fixed standard fee

3.9.1.2. Based on number of financial instruments

3.9.1.2.1. Optional segmentation

3.9.1.3. Based on investment

3.9.1.3.1. Optional segmentation

3.9.2. Financial assets

3.9.2.1. Fee by asset

3.9.2.2. Available encoding currency

3.9.2.2.1. EUR

3.9.2.2.2. USD

3.9.2.2.3. CHF

3.9.2.2.4. DKK

3.9.2.2.5. GBP

3.9.2.2.6. YEN

3.9.3. Payment methods

3.9.3.1. Transfer

3.9.3.2. Online

3.10. Tags

4. Contacts

4.1. Filters

4.1.1. Keywords

4.1.1.1. ... as name

4.1.1.2. ... as email

4.1.1.3. ... as unique ID

4.1.1.4. ... as address component

4.1.1.5. ... as company name

4.1.2. By Alert

4.1.3. Tags

4.2. Sort

4.2.1. ... by unique ID

4.2.2. ... by name

4.2.3. ... by company

4.2.4. ... by email

4.2.5. ... by city

4.3. Contact

4.3.1. Unique ID

4.3.2. Name

4.3.3. Company name

4.3.4. Email

4.3.5. Address

4.3.6. Details

4.3.6.1. Name

4.3.6.2. Email

4.3.6.3. Cellphone

4.3.6.4. Phone

4.3.6.5. Address

4.3.6.5.1. Address street

4.3.6.5.2. Postal code

4.3.6.5.3. City

4.3.6.5.4. Country

4.3.6.6. Company (optional)

4.3.6.7. Type

4.3.6.7.1. Retail

4.3.6.7.2. Institutional

4.3.6.7.3. DAMS

4.3.6.8. Relationships

4.3.6.8.1. Add relationship

4.3.6.9. Tags

4.3.6.10. Credentials

4.3.6.10.1. Login

4.3.6.10.2. Password

4.3.6.10.3. Status

5. Claims

5.1. Filters

5.1.1. Keywords

5.1.1.1. ... as name of the investor

5.1.1.2. ... as name of the legal representative

5.1.1.3. ... as name of the creator

5.1.1.4. ... as unique ID

5.1.1.5. ... as alert ID

5.1.2. Tags

5.2. Sort

5.2.1. ... by unique ID

5.2.2. ... by alert

5.2.3. ... by creator

5.3. Claims list

5.3.1. Status

5.3.1.1. Global activation

5.3.1.1.1. Active

5.3.1.1.2. Frozen

5.3.1.1.3. Archived

5.3.1.2. Financial

5.3.1.2.1. Pending

5.3.1.2.2. Paid

5.3.1.3. Contract

5.3.1.3.1. Pending

5.3.1.3.2. Signature received

5.3.1.4. Required documents

5.3.1.4.1. Pending

5.3.1.4.2. Received

5.3.2. Documents

5.3.3. Management

5.3.3.1. Manager (Contact)

5.3.3.2. Financial institution (Contact with company)

5.3.4. Beneficiary

5.3.4.1. Owner (Contact)

5.3.4.2. Legal representative  (Contact)

5.3.5. Alert

5.3.6. Unique ID

6. News

6.1. Filters

6.1.1. Keywords

6.1.1.1. ... as title

6.1.1.2. ... as tag

6.1.2. ... by alert

6.1.3. ... by date

6.1.3.1. Period starts ...

6.1.3.2. Period ends ...

6.2. Sort

6.2.1. ... by title

6.2.2. ... by date

6.3. News

6.3.1. Date

6.3.2. Title

6.3.3. Tags

6.3.4. Details

6.3.4.1. Date

6.3.4.2. Title

6.3.4.3. Content

6.3.4.4. Alert

6.3.4.5. Tags

7. Search

7.1. Filters

7.1.1. Keywords

7.1.1.1. ... as name

7.1.1.2. ... as email

7.1.1.3. ... as unique ID

7.1.1.4. ... as address component

7.1.1.5. ... as company name

7.1.1.6. ... as tag

7.1.2. Most used tags

7.1.3. Type of result

7.1.3.1. Alerts

7.1.3.2. Contacts

7.1.3.3. Claims

7.1.4. Date

7.1.4.1. Period starts ...

7.1.4.2. Period ends ...

7.1.5. Status

7.1.5.1. Active

7.1.5.2. Inactive

7.2. Sort

7.2.1. ... by name

7.2.2. ... by unique ID

7.3. Results

7.3.1. Claims

7.3.1.1. Related contacts

7.3.1.2. Related alert

7.3.2. Contacts

7.3.2.1. Related claims

7.3.3. Alerts

7.4. Export

7.4.1. ... choose settings

8. Export

8.1. Exportation settings

8.1.1. Type of contents

8.1.1.1. Alerts

8.1.1.2. Claims

8.1.1.3. Contacts

8.1.1.4. Users

8.1.1.5. Documents

8.1.2. Date

8.1.2.1. Period starts ...

8.1.2.2. Period ends ...

8.1.3. Columns selection

8.1.3.1. ... preselected

8.1.3.2. ... freely

8.1.4. File format

8.1.4.1. Excel list

8.1.4.2. Separate in single-ZIP

8.2. Download Queue

8.2.1. Download request

8.2.1.1. File

8.2.1.2. Date

8.2.1.3. User

9. Companies

9.1. Filters

9.1.1. Keywords

9.1.1.1. ... as name

9.1.1.2. ... as unique ID

9.1.1.3. ... as email

9.1.1.4. ... as address component

9.1.1.5. ... as member name

9.1.2. Tags

9.2. Sort

9.2.1. ... by unique ID

9.2.2. ... by title

9.2.3. ... by email

9.2.4. ... by phone

9.2.5. ... by city

9.3. Company

9.3.1. Title

9.3.2. Email

9.3.3. Phone number

9.3.4. Address

9.3.5. Details

9.3.5.1. Unique ID

9.3.5.2. Title

9.3.5.3. Email

9.3.5.4. Phone number

9.3.5.5. Fax number

9.3.5.6. Address

9.3.5.6.1. Address street

9.3.5.6.2. Postal code

9.3.5.6.3. City

9.3.5.6.4. Country

9.3.5.7. VAT number

9.3.5.8. Members (contacts)

9.3.5.8.1. Position

9.3.5.8.2. Is legal representative ?

10. Documents

10.1. Filters

10.1.1. Keywords

10.1.1.1. ... as name

10.1.1.2. ... as unique ID

10.1.1.3. ... as user name

10.1.2. Tags

10.1.3. Type

10.1.3.1. Image

10.1.3.2. PDF / Word

10.2. Document

10.2.1. Type

10.2.2. Name

10.2.3. Weight

10.2.4. Date

10.2.5. Owner (User)

10.2.6. Tags

10.3. Importation

10.3.1. File selection

10.3.2. Name

11. Settings

11.1. Notifications

11.2. Translations

11.3. Custom fields

11.4. Tags / Categories

11.5. Financial assets definitions

11.5.1. Title