Portfolio Manager
This panel provides detailed information about the most important entities created in the Core. This section was designed to work as a reporting module, showing the relevant fields of each of the entities and allowing the user to filter by different fiels.
🔹 Displayed Account Cards Information:
- Account External ID
- Status
- Customer External ID
🔹 Displayed Payments Information:
- Date - Created at
- Customer External ID
- Status
- Payment External ID
- Amount
- Provider
🔹 Displayed Disputes Information:
- Resolution Amount
- Amount in Dispute
- Dispute External ID
- Customer External ID
- Status
- Date - Created at
- Resolution Date
🔹 Displayed Movements Information:
- Amount
- Is debit
- External ID
- Customer External ID
- Card External ID
- Date - Created at
- Movement type
🔹 Displayed Advances Information:
- Amount
- Outstanding
- Advance External ID
- Customer External ID
- Status
- Date - Created at
🔹 Displayed Billing Cycles Information:
- Minimum payment
- Outstanding
- Pay Off Amount
- Customer External ID
- Status
- Closing Date
- Due Date
- Score ID
- Payment Promise ID
🔹 Displayed Financial Charges Information:
- Amount
- Outstanding
- Is Active
- Condition Type
- Customer External ID
🔹 Displayed Settlements Information:
- Settlement External ID
- Status
- Customer External ID
- Date - Created at
- Amount
- Merchant Name
🔹 Displayed Authorizations Information:
- Authorization External ID
- Status
- Customer External ID
- Date - Created at
- Amount
- Number of installments
- Merchant Name
🔹 Displayed Cards Information:
- Card External ID
- Status
- Brand
- Card Type
- Customer External ID
- Card Number
- Main
- Date - Created at
🔹 Displayed Scores Information:
- Customer
- Available Amount
- Line of Credit
- Score Extra Amount
- Closing Day
🔹 Displayed Customers Information:
- Customer ID
- Customer External ID
- Status
- Customer Name

Updated about 1 month ago
