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

Features

• Custom signature plugin allows to upload a signature.
• Cancel case plugin allows to finish the case.