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12. Project-Based Configurations

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The Configurations module in Core Banking allows managing project-specific settings. Unlike a global configuration affecting all projects simultaneously, this system ensures that each project has its own independent settings. This modular approach enables better organization, customization, and scalability.

Use Cases 
  • Switching Between Projects

Users can quickly switch between projects, with the system displaying configurations specific to the selected project. If no settings are defined, the section shows "No data to display" until configurations are added.

  • Cloning Configurations for New Projects

When creating a new project, users can use the "Clone from project" feature to copy configurations (e.g., currencies, transaction sub-types, or account types) from an existing project, saving time and ensuring consistency.

  • Cloning Currency Configurations

Users cloning currency settings (e.g., USD,USD, EUR,EUR, USDT,USDT, TRX)TRX) from one project (e.g., Wibroker)Wibroker) to another (e.g., Incur)Incur) avoid manual currency additions, enabling faster project setup.

Accessing the Configurations Module

image.pngIn the left sidebar, expand Core Banking MS and click Configurations.

Configurations Dashboard Overview

Each project can have specific settingssettings. for:Once inside, you’ll see four panels:

    • PanelPurpose
    Types of accountsaccount Define labels for different account categories (e.g. Personal, Business).
    Currencies Pick which currencies the project supports (e.g. USD, EUR, USDT).
    Sub-types of transactionstransaction Add custom transaction sub-types (e.g. Deposit, Fee).
    Transaction statuses List possible statuses (e.g. Pending, Completed, Canceled).

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    This modularity helps businesses handle multiple projects with ease, allowing them to customize financial settings for each project separately.

    1. Switching Between Projects

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    At the top is Settings by project:

    1. Click the project pill or type in the search field to pick a project.

    2. All four panels update to show that project’s configurations.

    Each project can have unique configurations. When selecting a project, the system updates the displayed settings specific to that project.

    If a project doesn’t have any settings defined yet, it will show “No data to display” for its sections.

    2. Cloning Configurations from Another Project

    To make configuration setup easier, the system includes a Clone from Project functionality.

    How It Works

    1. The user selects a section, such as Currencies,Currencies, Sub-types of Transactions, or Types of Accounts.

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    2. Click “Clone from project”project” in that section.

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    4. Clicking “Clone” copies all configurations from the selected project to the current project.

    If data has already been cloned (or created manually), the Clone button disappears to prevent duplication.

    3. Cloning Example: Currencies

    For example, the user clones currency configurations from Wibroker into the Incur project.

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    Once cloned, the system automatically displays the available currencies (e.g., USD, EUR, USDT, TRX)TRX).

    This prevents the need to add each currency for new projects manually.

    4.Editing Cloning& OtherDeleting ConfigurationsEntries

    • Edit: Click ✏️ next to an item, update its fields, then Save.

    • Delete: Click 🗑️ and confirm.

    Warning: Deletions are permanent and cannot be undone.

    Cloning Other Configurations

    The same cloning process applies to Sub-types of Transactions and Types of Accounts.Accounts.

  • For instance, the user clones Sub-types of transaction from Cypress Test Default into Incur.

    • Incur.

  • Once cloned, the configurations instantly appear under the selected project.

This saves time and ensures consistency across projects while allowing each one to operate independently.

Best Practices & Tips

  • Clone all panels when launching a new project to maintain consistency.

  • Customize statuses per project (e.g. “Held,” “Reconciled”).

  • Use clear naming conventions for account types (e.g. “Demo,” “Live”).

  • Regularly review and prune unused currencies or statuses to keep the UI clean.

This project-based approach ensures each environment has tailored financial settings, speeds up onboarding of new projects, and prevents cross-project configuration conflicts.

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