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Approval System – Admin User Manual
Introduction The Admin Module of the Approval System provides authorized administrators with full control over the workflow lifecycle. This includes designing approval forms, defining multi-step workflows, managing user permissions, and auditing system activi...
1. Dashboard
1.1 Dashboard The Dashboard provides a firm-wide overview of key information across the CTRM system. It allows users to quickly monitor the current trading, financial, and risk position without opening each individual module. Key indicators : Open Trad...
2.Client
Overview The Clients section is used to manage client and counterparty-related information within the CTRM system. It supports the handling of contacts, companies, onboarding, compliance, leads, pipeline activities, and overall client relationship management...
3.Trading
The Trading section is used to record and manage commodity trades, review captured trades, match trades with inventory, and handle settlement activities. 3.1 Capture Trade The Capture Trade module is used to enter a new Buy or Sell transaction into the CTRM ...
4. Risk And Operations
The Risk & Operations section is used to monitor the financial value and risk of open trades and to support operational activities such as hedging, market data, physical movements, logistics, contracts, and documents. 4.1 Valuation & P&L Shows the current ...
Staff LMS – Admin User Manual
Introduction Welcome to the Staff LMS (Loan Management System) Admin Dashboard. Designed for Lao Asean Leasing Public Company, this platform serves as the central hub for managing daily operations, financial collections, and customer relationships. The dashbo...