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. Companies

5.1. Filters

5.1.1. Keywords

5.1.1.1. ... as name

5.1.1.2. ... as unique ID

5.1.1.3. ... as email

5.1.1.4. ... as address component

5.1.1.5. ... as member name

5.1.2. Tags

5.2. Sort

5.2.1. ... by unique ID

5.2.2. ... by title

5.2.3. ... by email

5.2.4. ... by phone

5.2.5. ... by city

5.3. Company

5.3.1. Title

5.3.2. Email

5.3.3. Phone number

5.3.4. Address

5.3.5. Details

5.3.5.1. Unique ID

5.3.5.2. Title

5.3.5.3. Email

5.3.5.4. Phone number

5.3.5.5. Fax number

5.3.5.6. Address

5.3.5.6.1. Address street

5.3.5.6.2. Postal code

5.3.5.6.3. City

5.3.5.6.4. Country

5.3.5.7. VAT number

5.3.5.8. Members (contacts)

5.3.5.8.1. Position

5.3.5.8.2. Is legal representative ?

6. Claims

6.1. Filters

6.1.1. Keywords

6.1.1.1. ... as name of the investor

6.1.1.2. ... as name of the legal representative

6.1.1.3. ... as name of the creator

6.1.1.4. ... as unique ID

6.1.1.5. ... as alert ID

6.1.2. Tags

6.2. Sort

6.2.1. ... by unique ID

6.2.2. ... by alert

6.2.3. ... by creator

6.3. Claims list

6.3.1. Status

6.3.1.1. Global activation

6.3.1.1.1. Active

6.3.1.1.2. Frozen

6.3.1.1.3. Archived

6.3.1.2. Financial

6.3.1.2.1. Pending

6.3.1.2.2. Paid

6.3.1.3. Contract

6.3.1.3.1. Pending

6.3.1.3.2. Signature received

6.3.1.4. Required documents

6.3.1.4.1. Pending

6.3.1.4.2. Received

6.3.2. Documents

6.3.3. Management

6.3.3.1. Manager (Contact)

6.3.3.2. Financial institution (Contact with company)

6.3.4. Beneficiary

6.3.4.1. Owner (Contact)

6.3.4.2. Legal representative  (Contact)

6.3.5. Alert

6.3.6. Unique ID

7. News

7.1. Filters

7.1.1. Keywords

7.1.1.1. ... as title

7.1.1.2. ... as tag

7.1.2. ... by alert

7.1.3. ... by date

7.1.3.1. Period starts ...

7.1.3.2. Period ends ...

7.2. Sort

7.2.1. ... by title

7.2.2. ... by date

7.3. News

7.3.1. Date

7.3.2. Title

7.3.3. Tags

7.3.4. Details

7.3.4.1. Date

7.3.4.2. Title

7.3.4.3. Content

7.3.4.4. Alert

7.3.4.5. Tags

8. Documents

8.1. Filters

8.1.1. Keywords

8.1.1.1. ... as name

8.1.1.2. ... as unique ID

8.1.1.3. ... as user name

8.1.2. Tags

8.1.3. Type

8.1.3.1. Image

8.1.3.2. PDF / Word

8.2. Document

8.2.1. Type

8.2.2. Name

8.2.3. Weight

8.2.4. Date

8.2.5. Owner (User)

8.2.6. Tags

8.3. Importation

8.3.1. File selection

8.3.2. Name

9. Search

9.1. Filters

9.1.1. Keywords

9.1.1.1. ... as name

9.1.1.2. ... as email

9.1.1.3. ... as unique ID

9.1.1.4. ... as address component

9.1.1.5. ... as company name

9.1.1.6. ... as tag

9.1.2. Most used tags

9.1.3. Type of result

9.1.3.1. Alerts

9.1.3.2. Contacts

9.1.3.3. Claims

9.1.4. Date

9.1.4.1. Period starts ...

9.1.4.2. Period ends ...

9.1.5. Status

9.1.5.1. Active

9.1.5.2. Inactive

9.2. Sort

9.2.1. ... by name

9.2.2. ... by unique ID

9.3. Results

9.3.1. Claims

9.3.1.1. Related contacts

9.3.1.2. Related alert

9.3.2. Contacts

9.3.2.1. Related claims

9.3.3. Alerts

9.4. Export

9.4.1. ... choose settings

10. Export

10.1. Exportation settings

10.1.1. Type of contents

10.1.1.1. Alerts

10.1.1.2. Claims

10.1.1.3. Contacts

10.1.1.4. Users

10.1.1.5. Documents

10.1.2. Date

10.1.2.1. Period starts ...

10.1.2.2. Period ends ...

10.1.3. Columns selection

10.1.3.1. ... preselected

10.1.3.2. ... freely

10.1.4. File format

10.1.4.1. Excel list

10.1.4.2. Separate in single-ZIP

10.2. Download Queue

10.2.1. Download request

10.2.1.1. File

10.2.1.2. Date

10.2.1.3. User

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