Overview
This is a trade process for marketable private funds. This process covers new/additional subscriptions, full/partial redemptions and transfers. It starts with a trade initiation, and it ends with either a successful execution or a cancellation. This process can be initiated by emails to ProcessMaker; from users belonging to a specific user group, or from the ProcessMaker application. It uses a custom plugin to add a signature in the dynaform. It also uses a custom plugin for finishing the cases.
Process Flow
Access
Admin & User Access
| Admin Access | admin | p4ssw0rd |
| Create Case | smith.john adams.marian crawford.michael bennett.catherine | sample |
Features
- Custom signature plugin allows to upload a signature.
- Cancel case plugin allows to finish the case.