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1. Introduction

2. Installation & Setup

3. Features Overview

4. How It Works

5. Troubleshooting & FAQs

6. Advanced Features & Customization

7. User Management & Permissions

8. Troubleshooting & Support

9. Security & Compliance

10. Product Updates & Release Notes

6. Advanced Features & Customization

Transact-M offers a range of advanced features and customization options to meet the specific needs of your banking institution.

Custom Report Creation:

  • Ad-Hoc Reporting: Create custom reports with specific data fields, filters, and formats.

  • Report Scheduling: Schedule reports to be automatically generated and delivered at regular intervals.

  • Data Export: Export reports in various formats, including PDF, Excel, and CSV, for further analysis and sharing.

  • Report Templates: Create and save report templates for frequently used reports.

User Role Management:

  • Custom Roles: Define custom user roles with specific permissions and access levels.

  • Permission Templates: Create and apply permission templates for quick role assignment.

  • Granular Permissions: Control access to individual features and data elements.

  • Role-Based Access Control (RBAC): Implement RBAC to manage user access based on their roles and responsibilities.

System Settings Configuration:

  • Regional Settings: Customize regional settings, including date and time formats, currency symbols (INR), and language options.

  • Security Settings: Configure security settings, such as password policies, login restrictions, and data encryption.

  • Notification Settings: Customize notification settings for alerts, reminders, and system events.

  • Audit Logging: Enable and configure audit logging to track user activity and system events.

Data Export and Import:

  • CSV Import/Export: Import and export data in CSV format for seamless integration with other systems.

  • Database Backup/Restore: Schedule and perform database backups and restores to ensure data integrity and business continuity.

  • API Integration: Integrate Transact-M with other applications and systems through API integration (if applicable).

  • Data Migration Tools: Use data migration tools to transfer data from legacy systems to Transact-M (if applicable).

Local Considerations:

  • Regional Banking Practices: Customize the system to align with regional banking practices and regulations.

  • Language Support: Implement Marathi language support for users who prefer to use the system in their native language.

  • Integration with Local Services: Integrate Transact-M with local services, such as payment gateways or government portals.

  • User Training: Provide advanced user training to ensure staff members are proficient in using the advanced features and customization options.