Product Menu
Product overview, activity logs, data tools, scripts, segments, and audit history.
Product overview
The product overview shows a centralized summary of client information, recent activity, and quick-access links for that product. The product activity displays a real-time log of all actions taken, including the date, type, user, and content. Select the down arrow for additional filters for date range, activity types, and list or table view.
FigureProduct Activity Log.
Product tabs
| Tab | Description |
|---|---|
| Data Imports | Manages the structured import of product data into ConcordLink. Brings large volumes of account information, transactions, payment methods, and activities into the system. |
| Data Exports | Lets administrators and authorized users configure automated or manual exports of product data to external systems or files. |
| Scripts | Manages the logic and automation rules that drive product behavior, calculations, payment processing, document generation, and more. |
| Segments | Creates custom groupings or classifications of accounts and borrowers within a product template. |
| Configuration | Contains all structural and behavioral settings for the product template. Includes product fields, obligation fields, asset fields, project fields, documents, ledgers, return reasons, add-on fees, payment spread, projects, and webhooks. |
| Audit History | Complete, traceable log of all changes made to a product. Read-only and cannot be edited or deleted. |