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FinnSys Tutorial - Upload Client Master File

 All Topics  
Topics:
 
1. About FinnSys

 - What is FinnSys 		2. Extracting Mailback Files

 - Extract Client Master File - CAMS
 - Extract Transactions File - CAMS
 - Extract Client Master File - Karvy
 - Extract Transactions File - Karvy
 - Extract Client Master File - Franklin
 - Extract Transactions File - Franklin
 - Extract Client Master File - DISPL
 - Extract Transactions File - DISPL 		3. Daily Mailback Import

 - Upload Client Master File
 - Run Client Master File
 - Upload Transactions File
 - Run Transactions File
4. Historic Mailback Import

 - Upload Historic Client Master File
 - Run Historic Client Master File
 - Upload Historic Transactions File
 - Run Historic Transactions File 		 


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