This section outlines the standard settings for all clients (debtors/borrowers) associated with a specific Legal Entity within the system. You can access these settings by navigating to Setup > Clients.

The following options are available under Client Setup:

• To configure client settings, go to Setup > Clients.
• Security: The security option for these settings is located within the Role Setup.

Section	Description	Documentation
General Client Setup	This section defines the standard settings that will apply to all clients (debtors/borrowers) within a specific Legal Entity in the system.	General
Auto Change Client Status Setup	This section allows you to define the rules for automatic client status updates on certain functions.	Auto Change Status
Client Status Setup	This section allows you to define and manage the various statuses that can be assigned to clients within the system	Status
Client Status Workflow Batch Setup	This section guides you through setting up client status batches. Once you've configured your rules, you'll link them to specific client statuses	Workflow Batch
Client Status Workflow Rules Setup	This section explains how to configure the rules that determine a client's status within the batch process	Workflow Rules
Client Status Label Setup	This section allows you to define your own client statuses.	Status Label

Client Status

To manage client statuses, go to Setup > Clients > Client Status.

• Security: The security option for client status settings is located under the Report Section within Role Setup > Client Status.

Status Workflow Batch

To configure status workflow batches, go to Setup > Clients > Status Workflow Batch.

• Security: The security option for these settings is located under the Report Section within Role Setup > Client Status Workflow Batch.

Status Workflow Batch Rule

To set up rules for status workflow batches, go to Setup > Clients > Status Workflow Batch Rule.

• Security: The security option for these settings is located under the Report Section within Role Setup > Client Status Workflow Batch Rule.