Configuring

  1. Create a process template.
    • In the Properties pane, select Product in the Context list. Complete the other required information.

    • In Task Properties pane, select Spread Financial Statement in the Integrated Task list.

    • Select an option in the Integrated Task Entity list. Example: If 'Borrower' is selected, selecting a link for the borrowers related to the loan will load their spread directly in CASH Insight when completing the task.
  2. After the template is completed, activate the template so it is available for users to start new processes in CASH Suite.