Processes
Client Import Routine
Concept Argos Vault provides functionality to import client records from an external source into a Vault Database. A tab delimited file can be generated which complies with a predefined format and used as the data source for the Client Import. This ...
Create IR Certificates
Purpose Allow the creation and dispatch of year end withholding tax certificates. Access Client | Create IR Certificates Process Field Explanation Year Ending Enter the date in the form E.g. 31/03/15 Type Select the type of certificate from the drop ...
Import Clients
Purpose Provides functionality to Import New Clients and Client Detail Changes from an external system into Argos Vault Note: The Client Import Routine document should be referenced for the initial setup structure required for the import file and ...
Create Client Letters
Purpose Allow the automated generation of communications to be sent to selected clients. A single communication may be selected, and then the list of clients refined using Include, Exclude and Date options. Access Client | Create Client Letters ...
Create Client Contact Points
Purpose To create a Client Contact Point for any new clients added to the system Timing Create Client Contact Points may be undertaken at any time Access Clients | Create Client Contact Points Process The below dialog should be completed: Field ...
Create Client Balance Summary Communications
Purpose This process enables creation of Communications that provide a summary of a client’s active Investment and/or Lending accounts Access Client | Create Client Balance Summary Communication Prerequisites The associated Communication Type must ...
Reset Client Flag
Purpose Unlocks the Import Client process, so that a new file may be processed. Only required if the previous import process did not complete successfully, and so does not unlock automatically. Access Client | Reset Client Flag Process The below ...
Consolidate Duplicate Clients
Purpose To allow the consolidation of clients set up multiple times Access This dialog can only be accessed from the button from within a client Dialog Details Dialog Specific Fields Field Explanation Enter Client to Consolidate From within the ...