It's a wired world and there is an ever
increasing pressure on Finance companies to provide remote access to their data
from a number of different sources - Clients, Dealers and Branches.
Each group has different needs and each company
has different objectives so to compliment finPOWER we have developed a number of
different remote processing options to counter the different expectations.
Each option offers differing access
possibilities, differing technology requirements and can be implemented on
different platforms, however the assistance of your Authorised Intersoft Dealer
will be needed to select the best option for you.
WANs offer the ability to have distributed
offices and branches as part of the "on-line" computer network. All branches
operate on the one network and access the one live database. finPOWER is
designed to operate on a number of WAN operating systems including Windows 2000
and 2003 Server, however we do recommend you use the SQL Server database option
for finPOWER as it is more robust and tolerant of network faults.
Setting up a WAN is capital intensive, as
investment in the latest hardware and software is required. However it has the
benefit of giving all Users access to live, real time information and
facilitates on-line branch processing.
finREMOTE is an Add-On to finPOWER that allows
you to create Users that have limited access rights to Client, Loan and Deposit
records. Those Users then access the live finPOWER database through finREMOTE
and either a Dial up connection or the Internet.
The preferred application to facilitate this is
Windows Terminal Server. The practical application of this is to allow Dealers
access to your main finPOWER database but only to view their "own" loans or
clients. The same applies for Branches.
Each User has limited functionality and reporting
options so your live finPOWER database is safe from uninvited inspection, while
still allowing Dealers to view their open Loans, add Log Entries to those Loans
and calculate settlement amounts.
finQuote is a module that allows remote sites,
such as Dealers, to enter client information and loan details into a full
finPOWER system located on their own PC. The limitation is that that loan
information can only be entered as a quote, but has the benefit of ensuring that
all calculations and documentation is standardised.
Another essential feature of finQuote is allowing
Dealers to export loan and client details and e-mail them to the finance
company. The finance company then imports these details into their live finPOWER
system via the Intersoft Outlook Manager.
The Export / Import process can automate data
entry and ensures accuracy and timeliness with information flowing from Dealer
to the Finance Company. finQuote is a low cost way of "outsourcing" a key data
entry function to Dealers and providing a quick and efficient loan approval and
administration process.
