This section outlines the one-time setup procedures for the legal entity, focusing on GroupsRUs (GRU) integration.

User Role Configuration

To enable users to work with GRU functionalities, you need to configure their roles in MaxMoney.

Navigate to MAXMONEY > Setups > Security > Roles. For the relevant user role, enable the following resources:

• MaxUp GroupsRUs User Setup: Grants access to perform GRU setups.

• MaxUp Loan: Essential for adding MAXUP during loan creation.

• MaxUp List View: Allows viewing MAXUP details for a client.

• MaxUp Client Product Report

• MaxUp MaxCollect Report

• GLP Loan List Report

• GLP Premium Receipt Report

• Global Loan Protection Setup: Grants access to perform GLP setups.

• Global Loan Protection Setup - General: Grants access to perform general GLP setups.

Also, deselect the following resources:

• Global Loan Protection Edit: This prevents users from selecting the product on the loan directly.

• Global Loan Protection Waived: This is not permitted for GRU in the first phase.

MaxSMS Setup for OTP Signing

To enable One-Time Password (OTP) signing, configure MaxSMS settings.

Navigate to MAXMONEY > Setups > MAXSMS. Set the following options to TRUE:

• TechnoMetrix Enrol Client

• TechnoMetrix Loan OTP

MAXUP Product Setup

To allow users to utilize the GRU product within MAXUP:

1. Go to MAXMONEY > Setups > MAXUP > Product Setup.

2. Select the users who are permitted to use this product.

GroupsRUs User Setup

This section details the user communication setups between MaxMoney and GRU. Note that the username and password will be the same for ALL MaxMoney users, with the Branch Code being the differentiating factor per MaxMoney Legal Entity (MLE) Branch. You'll need to set up a GRU CSP user for each branch.

Navigate to MAXMONEY > Setups > MAXUP > GroupsRUs User Setup. Add users with the following details:

• User: Enter the MaxMoney username.

• CSP User Name: Enter the username provided by GRU.

• Password: Enter the password provided by GRU.

• Branch Code: Enter the unique branch code provided by GRU.

• Enabled: Set to True.

• Branch: Select the entity branch that can use the GRU product.

• Csp Super user: Indicate if this is a super user for the branch.

Global Loan Protection (GLP) Setup

Accounting Event

GRU sells Credit Life under the long-term category, meaning the premium does NOT attract VAT.

Navigate to Setups > Accounting > Financial Events.

General GLP Settings

To select the GRU product for Credit Life:

1. Go to MAXMONEY > Setups > Global Loan Protection > General.

2. Select the GRU product. Ensure GRU CPI is set as the default GLP.

User Setup for GroupsRUs

To grant users access to the GRU credit life product:

1. Navigate to MAXMONEY > Setups > Global Loan Protection > User Setup for....

2. Select the users who may have access to the GRU credit life product.

Document Setup

For the credit life (GLP) insurance, you need to configure the loan agreement document.

1. Go to Setups > Documents.

2. Edit the loan agreement.

3. For the credit life (GLP) insurance, ensure the document uses the merge field: {^Loan Protection Total (excl.)^}.