This guide outlines the steps to set up the new CreditInfo integration within MAXMONEY, ensuring proper user access and configuration.

1. Set Up User Roles

User roles control who can access specific CreditInfo functions.

• Navigation: Setup > Security > Roles

• Action: Select and Edit the relevant roles (e.g., "Branch Manager," "Loan Officer").

• Grant Access: Grant access to the following resources as needed by enabling the corresponding permissions:

2. Assign Roles to Users

After configuring the roles, assign them to the appropriate users.

• Navigation: Setup > Security > Users

• Action: Assign the newly configured roles to the relevant users.

3. CreditInfo General Setup

Enter the credentials provided by CreditInfo to establish the system's connection.

• Navigation: Setups > MaxConsumer > CreditInfo > CreditInfo Setup

• Action: Complete the following fields:

  • Client Id (Username): Enter the username provided by CreditInfo.

  • Client Secret (Password): Enter the password provided by CreditInfo.

  • Confirm Password: Re-type the password to confirm.

  • Enquiry Validity Period: Enter the number of days a credit check remains valid (e.g., 2).

  • Enquiry Validity for No of Loans: Enter the number of loans an inquiry is valid for (typically 1, as CreditInfo usually requires an inquiry for each new loan).

  • Auto CreditInfo Enquiry: Select this checkbox if you want the system to automatically perform an inquiry when creating a new loan for a client.

• Final Step: Click Save.