Deepeka Nesha Sathiyanathan
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Articles
Recent activity by Deepeka Nesha Sathiyanathan-
How do I export RIVO transactions into customized Pivot and dashboard on Excel?
If you need to process your deal data offline, you can easily download and view it in Excel. As well as the raw data, there will be a pivot tab, and a dashboard to help you summarize, analyze, exp...
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Audit log in Rivo
An Audit log is a record of all user actions taken within a system, which is used to provide a detailed history of system usage. This information is critical for maintaining data integrity, securit...
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Guarantee Claim Process
Claim in Bank Guarantee This article provides a clear overview of how the issuing bank handles bank guarantee claims and the extent of the applicant's authority in the claim process. For further c...
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How to find my deal card?
To search for a specific deal, click on ‘magnifying’ icon. This will provide a list of processed invoices by color code status or alphabetical listing. Select ‘Filters’ button on corner of the sc...
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User Authority Levels
; User Authority Levels Permissions and Authorities play a crucial and central role in clearly defining or specifying the extent or boundaries of user access within the organization. In other wor...
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How to Register in RIVO
You can register via the Invitation link sent to you or directly via https://app.rivo.trade/login/sign-up Are you a corporate partner or financial partner, i.e. bank or insurance company and wa...
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How to add Bank Charges?
Fees and Charges by the Financier are based on the risk assumed by them in each transaction. For example, a financial guarantee is considered to assume more risk than a performance guarantee. Henc...
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Organization structure - exposing sub units for external selection in Deals
In RIVO the organization structure allows you to set up a tree of units; some are just logical groups, virtual teams, and internal departments, and some could be actual legal entities / subsidiarie...
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Autogenerating the applicant reference number
A reference number is a unique identifier assigned to each transaction, To avoid reference duplication the solution is either to assign that applicant reference on your end or You can enable the Au...
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Users migration (Bulk upload of Users)
The Rivo platform empowers businesses to perform bulk uploads of user data. This migration procedure is strategically designed to enhance efficiency, cut down costs, and improve overall financial m...