To run the wizard, click on the wizard symbol l.  This is located on the ‘Party’, ‘Multi-Lender’ and ‘Investment’ screens.

 

 

The following screen will appear showing a list of all the scenario templates available up to a maximum of 320.

 

 

 

Select wizard template and click ‘Next’ to run the wizard. The wizard may require user form details to be entered see screenshot below:

 

 

 

 

 

 

 

 

 

Once the details have been entered click ‘Process’ to continue running the wizard. The wizard will continue processing until all steps have been completed.

 

Note: Wizards can update adjustments when the adjustment set up screen is opened or closed.
Case Processor

 

The Case processor is accessed through the Admin menu.

 

 

Related Topics

Wizard Setup
Case processor screen
Case processor parameters
Creating a process to load data