Deepeka Nesha Sathiyanathan
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Articles
Recent activity by Deepeka Nesha Sathiyanathan-
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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Maker/Checker workflow for corporates
Generally Maker/Checker workflow will work based on the Four eye principle concepts What is a Four eye principle? The Four Eyes Principle (also Two-man rule) is a widely used Internal Control mecha...
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How to set my profile?
Any users of RIVO can set their profile, It contains information about you, such as your Profile picture, email address, Name, and Phone number and to change your password to view the last login d...
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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 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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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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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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Outgoing Guarantee Issuance – Application Workflow Guide
To initiate a Guarantee Issuance within RIVO, users must first navigate to the Products module and begin the creation of a new guarantee application. The Basic Details section constitutes the initi...
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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...