Onboarding for Financiers

Getting started

There are a few steps needed to get you up and running . This article and associated links will guide you through them.

First look

Take a tour around the system to familiarize yourself with what is available

And if you get stuck, help is never far away. Just ask the Bot!

Static Data

As the first user, you will have Admin rights, and will then add in everyone else.
You can see that you are an admin user because you have the Administration menu on the bottom Left.

We'll use that menu to do the following steps:

Set the branding - Add in our logo
Set the organization structure , and users
Set up the Currencies we support
Set up the Parties (our corporate customers) we wish to invite to join us in Rivo
Set up the Banks we correspond with (if applicable)
Set up the Guarantee Text templates (if applicable)

Branding

See this article on how to set your logo How to Change a Logo in RIVO?

Organization Structure

You can replicate your organization structure in RIVO ; Simple , or tiered , with users having only local or global permissions.
This article will guide you through it What is an Organization Structure in RIVO?

Users

Once you have your structure, you add the users in to each unit
How to add the Organization users to the specific unit of the organization?

Currencies

You may have preferred currencies that you support . If you set them up in the Static data , ten your corporate customers will have only those to choose from.
Setting up the system available currencies

Parties

Parties are your corporate customers. You will add these in and send them invites to RIVO.
This is an excellent way to kick-start your RIVO portfolio.

APIs are in the pipeline to allow automated upload, to save keying.

Later, other corporates will join RIVO by themselves and will need to choose to work with you.

How to create a new Party in RIVO?

Banks

Similar to Parties , you can add in Banks that you regularly correspond with. These will then be available in a drop down for your customers to pick from , to save them searching for them.

How to create a Bank in RIVO?

Guarantee Text Templates

If you are offering Guarantees, then you may well have your own bank standard wording.
This static data allows you to define that wording , with dynamic text placeholders.
When your customers use the Bank standard text, the placeholder text is replaced with actual values from the deal being worked on.

How to Define the Standard Guarantee Text Templates in RIVO Static Data?

Ready to Rivo

If you have done all the above , then you are ready to RIVO.

Please also look in to the knowledge center for other useful articles to get you up to speed.

Rivo Knowledge Centre

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