Setup
This section outlines the essential setups
required for a successful MAXINTEGRATE API integration. These configurations are
divided into those performed by Mycomax and those managed by your entity within
MaxMoney.
Mycomax handles the initial configurations
for the following systems, and you'll need to reach out to them for
these:
MAXAVR
(RSA) Compuscan
(RSA) CreditInfo
(Namibia) VeriCred
(RSA) XDS
(RSA) MAXCOLLECT MAXSMS Crucially, Mycomax will provide you with the necessary credentials for the
API logon. Keep
these safe, as they're your key to accessing the API. Your entity is responsible for configuring
the following within MaxMoney: Ensure these core modules are set up as
applicable to your operations: MAXAVR MAXCONSUMER MAXCOLLECT MAXSMS Proper accounting configurations are vital
for smooth financial operations:
Payback types: Define how loans will be repaid. Ledgers: Set
up your financial ledgers for accurate record-keeping.
Events:
Configure system events related to transactions. Cash Box: Select "MaxApp Default CashBox" for standard cash
management.
These settings define the parameters and
requirements for your loan products:
Loan required documents: Specify which documents are needed for loan
applications.
Loan general:
Configure general loan terms and conditions. Loan purpose:
Define the various reasons for which loans can be granted.
Payment to 3rd Party: Set up options for third-party payments related to
loans.
Manage client-related information and
processes here: Client status: Define the different statuses a client can have.
Employer:
Manage employer information for clients. Client general: Configure general client details. Affordability (Budget): Set up the parameters for assessing client
affordability.
User management is critical for access
control: Normal Users:
Assign appropriate roles to your internal users to control their access to
features.
API User: Remember, you'll need to create one dedicated API
User for the integration, using the credentials supplied by
Mycomax.
MAXINTEGRATE API Integration: Setups
Mycomax Setups (if applicable)
MaxMoney Setups (by your
entity)
General Setups
Accounting Setups
Loan Setups
Client Setups
User Setups
Setup
Description
Documentation
MaxMoney
More
information on the configuration of the entity in MaxMoney
MaxMoney
Setup