Tools

Tools houses the administrative power utilities -- bulk operations and their history, support sessions, data migration and SOC 2 evidence management.

This section covers:

• Bulk Operations — Bulk Operations is the wizard for applying a change across many records at once -- such as recalculating interest, updating a fee,
• Bulk Operations History — Bulk Operations History is the audit record of every mass action run -- what was changed, by whom, against which records and with
• Bulk Action Definitions — Bulk Action Definitions defines the reusable templates that power bulk operations -- naming the target model, the operation and it
• Support sessions — Support Sessions logs controlled remote-assistance episodes where a vendor or internal support agent is granted scoped access to i
• Migration — Migration holds the data-onboarding tooling for bringing records in from a legacy system -- run history, supported source formats
• SOC 2 — SOC 2 holds the institution's security-and-compliance attestation material -- the controls being demonstrated and the evidence gat