Settings & integrations

Production readiness and secure service connections.

Authentication & MFA

Not connected. Add a secure identity provider, invitations, password recovery and enforced multifactor authentication.

Role & record permissions

Not connected. Enforce organisation, subsidiary and record-level access on every backend request. Hidden links are not security.

Transaction & calculation engine

Not connected. Maintain immutable, reconciled principal, interest and fee records with approved calculation methods.

Encrypted document storage

Not connected. Add encrypted private storage, signed downloads, malware scanning and versioned access policies.

Electronic signatures & email

Not connected. Execute agreements through a signature provider and send notices through an audited email service.

Audit, backups & GDPR

Not connected. Add append-only audit events, verified backups, retention policies and data-subject workflows.

Single-entry architecture: one backend record for each organisation, user, subsidiary, application, loan, participation, commitment, capital call, transaction and document. Portal views must read these shared records through permission-checked queries.