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