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Release 1.6.0
Features: WICORE-368 - Script for exporting assets with their balances Created a script to export asset data, including balances. The exported document includes the following fields: Asset ID Owner ID Owner name Owner email Currency Total bal...
Release 1.7.0
Features: WICORE-390 - Translations solution This update introduces an essential Translations service that streamlines the management of translations and texts across the entire system. Key highlights include: Central CRM Manager: A primary C...
Release 1.0.0
Features: WICORE-309 - Analytics MS Introduced a dedicated Analytics Microservice to handle reporting and data analysis tasks across the system. WICORE-310 - Main architecture Established the core architectural framework for the analytics solution,...
Release 1.7.0
WICORE-445 - Include account ID in export assets script Updated the export assets script to include the account ID, ensuring that assets are correctly associated with their respective accounts during export.
9. How to Export Clients
The Export feature offers a simple and efficient way to manage and retrieve large volumes of client data. With just a few clicks, you can export client records in a CSV format for offline analysis, reporting, backups, or seamless data migration. The export fun...
10. How to Customize Columns
The Columns customization allows you to customize the order and visibility of columns. This helps you focus on specific data fields (e.g., ID, Country, Type) that are most relevant to you. Why Customize Columns? Focus on EssentialsHide fields you rarely ...
11. Managing Favourite Clients
Managing Favourite Clients lets you quickly bookmark important clients. Once added, those clients appear in a separate, moveable panel for instant access—even after you log back in. This is especially useful for managers or teams who frequently interact with c...
12. Clients Duplicates
The Duplicates action identifies cases where a client registers more than once, typically using the same email or other key data. This can happen if a client forgets they already have an account or signs up again via different marketing campaigns. Use Cases ...
13. How to Send Messages to Clients
«Send a message» allows you to send a private message from the system directly to a client. The client receives a notification (e.g., via their online cabinet or any integrated notifications system), letting them know you’ve sent them a message. Messages and ...
8. Roles Ranking
Roles are arranged by rank to control who can create or assign roles at different privilege levels. A user can only manage (create/edit/assign) roles with a rank equal to or below their own. Higher‐ranking roles appear at the top of the list (with lower rank n...
1. Cybersecurity & Risk: Overview
The Cybersecurity & Risk module serves as the central hub for all security operations within your environment, providing a unified platform to safeguard system integrity and protect sensitive data. By integrating multiple layers of defense and proactive monito...
2. Incident Reports
The Incident Reports section in Security Core is essential for tracking and managing security-related or general system issues such as bugs, vulnerabilities, and unexpected behavior. It ensures efficient incident resolution, reduces downtime, and strengthens...
3. Violation Reports
Violation Reports generally refer to compliance or policy violations that an automated scanner identifies. For instance, a daily script might check your codebase or server configurations and log any suspicious results: NPM: Could be scanning for vulnerable ...
4. Malware Reports
Malware Reports track the output of antivirus or anti‐malware scans on servers. Common tools include: ClamAV (open‐source antivirus) Rootkit detection scripts Use Cases Detecting Server Malware: A CLAMAV scan detects malware in email attachments. Se...
5. Security Assessments
Security Assessments or Penetration testing is the practice of simulating attacks on a system or application to uncover security weaknesses: Black Box: The tester has no prior knowledge of the system. White Box: The tester has detailed knowledge of the sys...
1. CI/CD Core Overview
Continuous Integration (CI) and Continuous Deployment (CD) are practices that help you quickly and reliably deliver software updates to customers. CI/CD Core module provides an interface to connect with external tools (e.g., Jenkins) for automating builds, tes...
3. Pipelines
Use the Pipelines page to connect your external CI/CD systems (like Jenkins) and view build runs alongside your security reports. Use Cases Accessing PipelinesNavigate to CI/CD → Pipelines from the left menu. Select an existing integration (e.g., Jenkins) ...
12. Configurations
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 bett...
7. Clients Types in Configurations
Clients Types define different types of clients within the system. By default, there are two standard client types: Personal and Business. However, the system allows creating custom client types to suit specific needs. When adding or editing a client, the Ty...
8. Configurations: Verification levels
In Configurations, Verification Levels play a key role in managing the client verification process. Each client type (e.g., Personal or Business) can have its own set of verification levels, which are linked to different verification statuses. These levels det...