Managing Clients
Administrators with the ManageClients role use the Application Processing Module client management page to create and modify clients.
Clients are organizations, such as a financial institution or an insurance company that can set up business policy rules and application processing parameters to process loan applications.
Each client has a client system administrator and that administrator in turn, manages the users for that client. The client system administrator cannot see or edit information in other clients.
- Covered Topics
- Clients Page
The Clients page lists all the clients that you have configured. - Creating a Client
You must create a client in APM before the client users can access and use APM. During client creation, you must specify a system administrator for the client. The client system administrator is a client user. - Maintaining Clients
Administrators with the ManageClients role can manage clients. Administrators can search for clients, view the client profiles, and update them. Administrators can delete clients and activate or deactivate clients.