Fusion Loan IQ What's New

Note: A message board for information exchange with Loan IQ product managers is available to selected clients. For more information Read Me.

You can access this at the following location: Syndicated Lending Chatter Group 

Pre-release Bulletins

Note: The information in the following document(s) is the proposed/planned in Fusion Loan IQ and is subject to change based on the technical and functional requirements of a release.

Document                                                                                 Last Updated
Loan IQ 7.6.4.0 Technical Requirements and Stack - Planned Changes 23/08/2022
Loan IQ 7.7.0.0 Technical Bulletin - Planned Changes 22/07/2022

 

GA Product Releases

26 August 2022

DCT Version 7.6.3.0 Documentation

Release Notes
Technical Guides

26 August 2022

DataNet Version 7.6.3.0 Documentation

Release Notes

15 July 2022

Version 7.6.3.0 Documentation

Release Notes
Business and User Guides
Technical Guides
Functionality Reference Guides

29 April 2022

Version 7.6.2.2 Documentation

Release Notes
Business and User Guides
Technical Guides
Functionality Reference Guides

17 February 2022

DCT Version 7.6.2.1 Documentation

Release Notes
Technical Guides

31 January 2022

Version 7.6.2.1 Documentation

Release Notes
Business and User Guides
Technical Guides
Functionality Reference Guides

30 November 2021

Trader Desktop Version 4.0.1.5 Documentation

Release Notes
Technical Guides
Installation Guide

29 November 2021

DCT Version 7.6.2.0 Documentation

Release Notes
Technical Guides

29 October 2021

Version 7.6.2.0 Documentation

Release Notes
Business and User Guides
Technical Guides
Functionality Reference Guides
Integration Guides

30 September 2021

DataNet Version 7.5.1.5 Documentation

Release Notes
Technical Guides

06 September 2021

Trader Desktop Version 4.0.1.4 Documentation

Release Notes
Technical Guides
Installation Guide

20 August 2021

Version 7.6.1.1 Documentation

Release Notes
Business and User Guides
Technical Guides

15 July 2021

DataNet Version 7.6.1.0 Documentation

Release Notes
Technical Guides

30 June 2021

DCT Version 7.6.1.0 Documentation

Release Notes
Technical Guides

24 May 2021

Version 7.6.1.0 Documentation

Release Notes
Business and User Guides
Technical Guides
Functionality Reference Guides
Integration Guides

31 March 2021

DCT Version 7.6.0.1 Documentation

Release Notes
Technical Guides

26 February 2021

Version 7.6.0.1 Documentation

Release Notes
Business and User Guides
Technical Guides
Functionality Reference Guides

19 February 2021

Version 7.5.1.5 Documentation

Release Notes
Business and User Guides
Technical Guides
Functionality Reference Guides
Integration Guides

29 January 2021

Trader Desktop Version 4.0.1.3 Documentation

Release Notes
Technical Guides
Installation Guide

01 February 2021

DCT Version 7.5.1.4 Documentation

Release Notes
Technical Guides

30 November 2020

Version 7.6.0.0 Documentation

Release Notes
Business and User Guides
Technical Guides
Technical Bulletin
Functionality Reference Guides
Integration Guides

15 February 2021

Trader Desktop Version 4.0.1.1 Documentation

Release Notes
Technical Guides
Installation Guide

14 August 2020

Version 7.5.1.4 Documentation

Release Notes
Business and User Guides
Technical Guides
Technical Bulletin
Functionality Reference Guides
Integration Guides

16 July 2020

DCT Version 7.5.1.3 Documentation

Release Notes
Technical Guides

19 June 2020

Version 7.5.1.3 Documentation

Release Notes
Business and User Guides
Technical Guides
Technical Bulletin
Functionality Reference Guides
Integration Guides

23 April 2020

Version 7.5.1.2 Documentation

Release Notes
Business and User Guides
Technical Guides
Technical Bulletin
Functionality Reference Guides
Integration Guides

31 January 2020

Version 7.5.1.1 Documentation

Release Notes
Business and User Guides
Technical Guides
Technical Bulletin
Functionality Reference Guides
Integration Guides

29 November 2019

Version 7.5.1.0 Documentation

Release Notes
Business and User Guides
Technical Guides
Technical Bulletin
Functionality Reference Guides

Trader Desktop Version 4.0.1.0 Documentation

Release Notes
Technical Guides
Installation Guide

15 October 2019

Version 7.5.0.2 Documentation

Release Notes

30 August 2019

Version 7.5.0.1 Documentation

Release Notes
Technical Guides

15 July 2019

Version 7.5.0.0 Documentation

Release Notes
Business and User Guides
Technical Guides
Technical Bulletin
Integration Guide

29 March 2019

Version 7.4.7.4 Documentation

Release Notes
Business and User Guides
Technical Guides
Technical Bulletin
Integration Guide

Trader Desktop Version 4.0.0.0 Documentation

Release Notes
Technical Guides
Installation Guide

31 January 2019

Fusion Lending 2.2.8
Loan IQ Web Navigator Setup Guide

30 November 2018

Fusion Lending 2.2.6
Loan IQ Web Navigator Setup Guide

31 October 2018

Version 7.4.7.0 GA Documentation

Release Notes
Online Help and User Guides
Technical Guides
Technical Bulletin
Integration Guide

Fusion Lending 2.2.5
Installation Guide
Loan IQ Web Navigator Setup Guide

28 September 2018

Fusion Lending 2.2.4
Installation Guide

14 September 2018

Fusion Lending 2.2.3
Installation Guide

31 July 2018

Version 7.4.6.0 GA Documentation

Release Notes
Online Help and User Guides
Technical Guides
Technical Bulletin
Integration Guide

Fusion Lending 2.2.1
Installation Guide
Technical Guide

Trader Desktop Version 3.9.5.8 Documentation

Release Notes
Technical Guides
Installation Guide

30 March 2018

Version 7.4.5.0 GA Documentation

Release Notes
Online Help and User Guides
Technical Guides

31 January 2018

Version 7.4.4.0 GA Documentation

Release Notes
Online Help and User Guides
Loan IQ Web Navigator
Integration Guides 
Technical Guides

30 November 2017

Version 7.4.3.0 GA Documentation

Release Notes
Technical Guides
Online Help and User Guides
Integration Guides

8 December 2017

DCT Version 7.4.3.0 Documentation

Technical Guides
Online Help

28 July 2017

DCT Version 7.4.2.2 Documentation

Technical Guides

3 May 2017

DCT Version 7.4.2.1 Documentation

Technical Guides
Online Help and User Guides

10 March 2017

DCT Version 7.4.2 Documentation

Release Notes
Technical Guides
Online Help and User Guides

28 February 2017

Version 7.4.2.0 Documentation 

Release Notes
Technical Guides
Online Help and User Guides

29 July 2016

Version 7.4.1.0 Documentation 

Release Notes
Technical Guides
Online Help and User Guides

 

 

 

 

 

 

 

 

 

 


 

Hot Fix and Patch Releases

September 2022

7.6.3.0 HF2
7.5.1.5 HF14

7.6.2.1 HF6


August 2022

7.6.3.0 HF1
7.6.2.0 HF5

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 



 





 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                               

Fusion Lending Release Notes

Note: The Microsoft Excel version of GA/CP Release Notes contains Fixed Issues and Technical Changes information. For detailed Release Notes, refer to the PDF version of the Release Notes. 

Performance Benchmark Reports
Upgrading Loan IQ
Loan IQ Test Cases (Microsoft Excel)
Cumulative Patch Release Notes
Hot Fix Release Notes
Data Conversion Tool (DCT)
DataNet
Trader Desktop (TDT)

Version 7 GA Release Notes

Document Last Updated
7.6.3.0 (GA)           [Download Excel] 15/07/2022
7.6.2.0 (GA)           [Download Excel] 29/10/2021
7.6.1.0 (GA)           [Download Excel] 24/05/2021
7.6.0.0 (GA)           [Download Excel] 30/11/2020
7.5.1.0 (GA)           [Download Excel] 29/11/2019
7.5.0.0 (GA)           [Download Excel] 15/07/2019
7.4.7.0 (GA) 31/10/2018
7.4.6.0 (GA) 31/07/2018
7.4.5.0 (GA) 30/03/2018
7.4.4.0 (GA) 31/01/2018
7.4.3.0 (GA) 30/11/2017
7.4.2.0 (GA) 28/02/2016
7.4.1.0 (GA) 31/08/2016
7.4.1.0 29/07/2016
7.3  19/02/2016
7.2 22/05/2014
7.1.X 18/04/2013
7.1 GA 29/02/2012
Version 7 Overview                                    23/03/2016

Cumulative Patch Release Notes

CP Release Version CP Release Notes Last Updated   
7.6.x 7.6.2.x  | [Download Excel]
29/04/2022
  7.6.1.1  | [Download Excel] 20/08/2021
  7.6.0.1  | [Download Excel] 26/02/2021
7.5.x  7.5.1.x  | [Download Excel] 19/02/2021
  7.5.0.x  | [Download Excel] 15/10/2019
7.4.x  7.4.7.4 29/03/2019
  7.4.7.x 31/01/2019
  7.4.6.x 18/09/2018
  7.4.5.x 03/07/2018
  7.4.4.x 13/03/2018
  7.4.3.x 10/01/2018
  7.4.2.x 02/08/2018
  7.4.1.x 29/03/2018
7.3.x  7.3.1.x-Part II 14/12/2016
  7.3.1.x-Part I 31/03/2016
  7.3.0.x 31/10/2014
7.2.x  7.2.7.x 17/08/2017
  7.2.6.x 29/05/2017
  7.2.5.x 16/11/2015
7.1.x  7.1.17.x 01/12/2016
  7.1.0.15.x 25/07/2018
6.0.x  6.0.13.10.x 12/10/2015
  6.0.13.05.x 21/06/2016
  6.0.12.11.x 08/12/2017
  6.0.11.05.x 03/07/2017
  6.0.10.05.x 11/12/2017
6.0.x 6.0.8.2.x 22/02/2018

To the Top ↑

 Hot Fix Release Notes

HF Release Version HF Release Notes       Last Updated
7.6.x 7.6.3.0.x  30/09/2022
  7.6.2.2.x  17/06/2022
  7.6.2.1.x  07/09/2022
  7.6.2.0.x  05/08/2022
  7.6.0.0.x  15/12/2020
7.5.x 7.5.1.5.x Part 2  16/09/2022
  7.5.1.5.x Part 1  13/01/2022
  7.5.1.4.x  09/05/2022
  7.5.1.3.x  10/12/2021
  7.5.1.2.x  17/05/2022
  7.5.1.1.x  10/12/2020
  7.5.1.0.x  19/12/2019
  7.5.0.2.x
 06/03/2020
  7.5.0.1.x
 29/07/2020
  7.5.0.0.x  02/08/2021
7.4.x  7.4.7.4.x  25/06/2021
  7.4.7.0.x  10/05/2019
  7.4.6.3.x  14/06/2021
  7.4.6.1.x  04/07/2019
  7.4.5.4.x  05/05/2020
  7.4.5.3.x  18/06/2018
  7.4.4.2.x  22/11/2018
  7.4.3.2.x  22/04/2019
  7.4.2.2.x Part 2  11/06/2020
  7.4.2.2.x Part 1  14/08/2019
  7.4.2.1.x  12/02/2019
  7.4.1.6.x  09/05/2019
  7.4.1.5.x  25/05/2017
  7.4.1.4.x  26/04/2018
  7.4.1.3.x  30/12/2016
  7.4.1.2.x  31/10/2016
  7.4.0.1.x  19/02/2016
7.3.x  7.3.1.19.x  10/12/2019
  7.3.1.18.x  31/05/2017
  7.3.1.17.x  10/02/2017
  7.3.1.16.x  13/09/2019
  7.3.1.15.x  06/07/2017
  7.3.1.14.x  05/05/2016
  7.3.1.13.x  03/10/2017
  7.3.1.12.x  06/04/2017
  7.3.1.11.x  23/03/2017
  7.3.1.10.x  13/04/2016
  7.3.1.9.x  17/08/2017
  7.3.1.7.x  07/10/2016
  7.3.1.6.x  09/10/2016
7.2.x  7.2.7.33.x  27/02/2019
  7.2.7.32.x  15/04/2019
  7.2.7.31.x  18/01/2018
  7.2.7.29.x  08/12/2016
  7.2.7.28.x  25/04/2016
  7.2.7.27.x  06/08/2016
  7.2.7.21.x  27/04/2016
  7.2.7.18.x  18/02/2016
  7.2.7.16.x  23/05/2019
  7.2.7.15.x  30/03/2017
  7.2.7.11.x  05/06/2017
  7.2.6.32.x  10/08/2018
  7.2.6.24.x  04/05/2016
  7.2.6.4.x  06/08/2018
7.1.x  7.1.17.31.x  06/01/2017
  7.1.17.28.x  27/04/2016
  7.1.17.23.x  11/01/2017
6.0.x  6.0.13.05.27.x  17/11/2016

To the Top ↑

Data Conversion Tool (DCT)

Document                                        Last Updated
7.6.3.0 Release Notes 26/08/2022
7.5.1.5 Release Notes 29/06/2022
7.6.2.1 HF1 Release Notes 18/03/2022
7.6.2.1 Release Notes 17/02/2022 
7.6.2.0 Release Notes 29/11/2021
7.6.1.0 Release Notes 30/06/2021
7.6.0.1 Release Notes 31/03/2021
7.5.1.4 Release Notes 01/02/2021
7.5.1.3 Release Notes 16/07/2020
7.5.1.2 Release Notes 23/04/2020
7.4.3.2 Release Notes
02/07/2020
7.4.3.0 Features List 08/12/2017
7.4.2.0 Release Notes
10/03/2017
7.3.1.7 Release Notes
30/09/2015
7.3.1.4 HF1 Release Notes
15/09/2017
7.3.1.3 Release Notes
30/09/2015
7.3.1.1 Release Notes
28/08/2015

To the Top ↑

DataNet

Document                                        Last Updated
DataNet 7.6.3.0  26/08/2022
DataNet 7.6.2.1  28/02/2022
DataNet 7.5.1.5 HF1  17/12/2021
DataNet 7.6.2.0 30/11/2021
DataNet 7.6.1.0 HF1 07/10/2021
DataNet 7.6.1.0 15/07/2021
DataNet 7.6.0.0 08/03/2021
DataNet 7.5.1.5 30/09/2021
DataNet 7.5.1.4 HF3 24/02/2021
DataNet 7.5.1.4 HF1 11/11/2020
DataNet 7.5.1.4 18/09/2020
DataNet 7.5.1.3 29/07/2020
DataNet 7.5.1.3 HF1 12/03/2020
DataNet 7.5.1.2 HF1 24/07/2020
DataNet 7.5.1.2 29/05/2020
DataNet 7.5.1.1 20/02/2020
DataNet 7.5.0                   29/08/2019
DataNet 7.4.7                   24/07/2019
DataNet 7.4.6                   29/08/2018
DataNet 7.4.2                   24/07/2016
DataNet 7.3.1 28/08/2015
DataNet 7.3                   24/10/2014
DataNet 7 31/07/2013

To the Top ↑

Trader Desktop (TDT)

Document                                         Last Updated
4.0.1.5 30/11/2021
4.0.1.4 06/09/2021
4.0.1.3 29/01/2021
4.0.1.2
13/07/2020
4.0.1.1 15/02/2021
4.0.1.0 29/11/2019
4.0.0.0 11/03/2019
3.9.5.8 31/07/2018
3.9.5 06/08/2015
3.9.5 and Above 01/08/2016
3.6 - 3.8 24/10/2014

Hot Fix Release Notes (TDT)

Document                                         Last Updated
3.9.5.6.X 12/07/2017
3.9.5.6.HF4 12/03/2018
3.9.5.6.HF5 21/12/2018
3.9.5.7.X
23/12/2019
3.9.5.8.X 08/05/2019
4.0.0.0.X 12/06/2021
4.0.1.2.X 22/07/2021
4.0.1.3.X 11/08/2021

 To the Top ↑

 

Performance Benchmark Reports

Document                                                                                             Last Updated
7.6.3.0 Performance Test Report 19/08/2022
7.6.2.0 Performance Test Report 06/12/2021
7.6.1.0 Performance Test Report 17/06/2021
7.6.0.0 Performance Test Report 12/01/2021
7.5.1.4 Performance Test Report 18/03/2021
7.5.1.3 Performance Test Report 02/07/2020
7.5.1.0 Performance Test Report 14/01/2020
7.5.0.0 Performance Test Report 30/08/2019
7.4.7.0 Performance Test Report 23/11/2018 
7.4.6.0 Performance Benchmark Report 12/09/2018

Upgrading Loan IQ

Document                                                                                          Last Updated
Loan IQ Upgrade Path 31/01/2022

Loan IQ Test Cases (Microsoft Excel)

Document  Last Updated
Loan IQ Manual Regression Test Cases - Release 7.6.3.0 15/07/2022
Loan IQ Automated Regression Test Cases - Release 7.6.3.0 15/07/2022
Loan IQ Manual Regression Test Cases - Release 7.6.2.2 29/04/2022
Loan IQ Automated Regression Test Cases - Release 7.6.2.2
29/04/2022
Loan IQ Manual Regression Test Cases - Release 7.6.2.1 31/01/2022
Loan IQ Automated Regression Test Cases - Release 7.6.2.1 31/01/2022
Loan IQ Manual Regression Test Cases - Release 7.6.2.0 29/10/2021
Loan IQ Automated Regression Test Cases - Release 7.6.2.0 29/10/2021
Loan IQ Manual Regression Test Cases - Release 7.6.1.1 30/08/2021
Loan IQ Automated Regression Test Cases - Release 7.6.1.1 20/08/2021 
Loan IQ Manual Regression Test Cases - Release 7.6.1.0 14/06/2021
Loan IQ Automated Regression Test Cases - Release 7.6.1.0 24/05/2021
Loan IQ Manual Regression Test Cases - Release 7.5.1.5 18/03/2021
Loan IQ Manual Regression Test Cases - Release 7.6.0.1 26/02/2021
Loan IQ Automated Regression Test Cases - Release 7.6.0.1 26/02/2021
Loan IQ Automated Regression Test Cases - Postgres 7.6.0.1 26/02/2021
Loan IQ Manual Regression Test Cases - Release 7.6.0.0 30/11/2020
Loan IQ Automated Regression Test Cases - Release 7.6.0.0 30/11/2020
Loan IQ Manual Regression Test Cases - Release 7.5.1.4 14/08/2020
Loan IQ Automated Regression Test Cases - Release 7.5.1.4 14/08/2020
Loan IQ Manual Regression Test Cases - Release 7.5.1.3 19/06/2020
Loan IQ Automated Regression Test Cases - Release 7.5.1.3 19/06/2020
Loan IQ Manual Regression Test Cases - Release 7.5.1.2 23/04/2020
Loan IQ Automated Regression Test Cases - Release 7.5.1.2 23/04/2020
Loan IQ Manual Regression Test Cases - Release 7.5.1.0 12/03/2020
Loan IQ Automated Regression Test Cases - Release 7.5.1.0 12/03/2020

 

 

 

 

 

 

 

 

 

 

 

 

 

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Fusion Loan Technical Documentation

Note: Unless otherwise noted, documents are applicable to all releases.

Administrator's Guide
Technical Bulletins
System Administration
Technical Reference Guides

Installation Guides - Fusion Lending
Installation Guides
Interface Guides
Technical Setup Guides
API Guides
Data Conversion Tool (DCT)
Data Model
Fax Adapters
DataNet
Trader Desktop

Administrator's Guide

Document                                                                                 Last Updated
Loan IQ Administrator's Guide                            [Download Zip] 30/09/2022

Technical Bulletins

Document Last Updated
Loan IQ - Linux RPM Packages RHEL 7 Pre-requisites for Installation 15/09/2022
Loan IQ - Configuration File Changes 07/09/2022
Loan IQ - SWIFT ISO20022 Standard Implementation Impact on Loan IQ 15/07/2022
Loan IQ - Security Advisory Apache Log4j 17/01/2022 
Loan IQ - Deprecation of ApiServerProxy.exe 29/10/2021
Loan IQ - Data Consistency - Technical Changes 24/05/2021
Loan IQ - Javascript Based SDK Usage 28/05/2021
Loan IQ - SWIFT 2021 Impact Bulletin 13/05/2021
Loan IQ Business Event Triggers Advisory 06/05/2021
Loan IQ API Servers Communication Protocol Advisory 08/04/2021
Loan IQ-Fusion Payment Manager Integration Advisory 15/03/2021
Loan IQ Advisory - 7.5.0.0 Upgrade Customers 18/09/2020
Loan IQ Migration of Transaction Cost to Origination Cost 19/06/2020
Loan IQ VM Options Configuration 15/06/2020
Loan IQ Deal and Customer Security View Implementation 23/04/2020
Loan IQ 7.5.0.0 Installation Advisory Note 03/03/2020
Java Webstart Support Notice 30/11/2017
Improved Security for Client-Server SQL Transaction 04/02/2017
Increased Client Default Heap Memory and WAS Liberty Support 04/03/2017
API Web Service - Executor Service Threads 18/01/2018
Using MisysBoard without a Formal Installation 06/04/2018
Additional Storage (TABLE_EXT) Column Finder 15/07/2022
Microsoft Windows 10 Configuration for Loan IQ 12/12/2018
New RID Generation Logic 15/07/2019
Instant Messaging (IM) Functionality Deprecation Notice 06/06/2020
Future Dated Transaction Functionality Removal Notice 31/10/2018
Data Consistency Release 03 and 04 30/11/2020
Deal Security Implementation 20/05/2019
Open APIs 29/03/2019
Using Data Dictionary 15/07/2019
Migration from Log4j1.x to Log4j2 2.17.1 11/02/2022
Migration from Apache Axis 1.4 to Axis2 Version 1.7.9 15/07/2019
Oracle Java SE Licensing Advisory 15/07/2019
Loan IQ Audit Trail - Advisory 30/11/2020
Facility Level EIR 29/08/2019
Data Consistency Group Transaction Changes 31/10/2019
Data Consistency Update Query Changes 29/11/2019
Missing State Recovery 10/06/2019
Suppress Generation of Zero Balance Bills 29/11/2019
Java Object Inspector 31/02/2020
JSQLAccessProperties - Enable SQL Injection 09/12/2020
7.6.x.x Changes to Table Extension 15/07/2022
7.5.x.x Changes to Table Extension 06/03/2020

To the Top ↑

 System Administration

Document Last Updated
Loan IQ Windows NT Authentication Setting for Microsoft SQL 11/02/2022
Loan IQ Batch Log Off Message Configuration using Tomcat Post Message 23/09/2019
Loan IQ Ls2app Server and Client Configuration 07/09/2022
Loan IQ Tools Overview Guide 29/10/2021
Loan IQ Server and Client LDAP Authentication Configuration Guide 03/09/2021
Batch Dependency Chart 11/10/2021
Batch Police Reports 29/10/2014
Configuration Change Document 23/04/2020
Configuring Mutual SSL in Loan IQ 02/02/2015
Environment Checklist 07/08/2015
Performance Tuning Guide

14/07/2015

JMS Configuration Guide 31/01/2022
Customer Checklist 01/08/2020

To the Top ↑

Technical Reference Guides

Document                                                                                 Last Updated
Container Guidelines Reference Guide                            29/10/2022

Installation Guides - Fusion Lending

Document                                                                                        Last Updated
Fusion Lending 2.2.5 Installation Guide 31/10/2018
Fusion Lending 2.2.4 Installation Guide 28/09/2018
Fusion Lending 2.2.3 Installation Guide 14/09/2018
Fusion Lending 2.2.2 Installation Guide 31/08/2018
Fusion Lending 2.2.1 Installation Guide 31/07/2018
Fusion Lending 2.2 Installation Guide  05/06/2018
Fusion Lending 2.2 GA Installation Guide 29/06/2018

To the Top ↑

Installation Guides

Release 7.6.3.0 (GA)

Document                                                                                  Last Updated
7.6.3.0 Technical Requirements and Tech Stack 15/07/2022
7.6.3.0 Patch Installation Guide - Izpack Wizard 15/07/2022 
7.6.3.0 Patch Installation Guide - Manual Installation
15/07/2022

Release 7.6.2.0 (GA)

Document                                                                                  Last Updated
7.6.2.2 Technical Requirements and Tech Stack 29/04/2022
7.6.2.2 Patch Installation Guide - Izpack Wizard 29/04/2022
7.6.2.1 Technical Requirements and Tech Stack 31/01/2022
7.6.2.1 Patch Installation Guide - Izpack Wizard 14/04/2022
7.6.2.1 Patch Installation Guide - Manual Installation 14/04/2022
7.6.2.0 Technical Requirements and Tech Stack 29/10/2021
7.6.2.0 Patch Installation Guide - Izpack Wizard 29/10/2021 
7.6.2.0 Tools Installation Guide - Izpack Wizard 29/10/2021
7.6.2.0 Patch Installation Guide - Manual Installation
29/10/2021

To the Top ↑

Release 7.6.1.0 (GA)

Document                                                                                  Last Updated
7.6.1.1 Technical Requirements and Tech Stack 20/08/2021
7.6.1.1 Patch Installation Guide - Izpack Wizard 20/08/2021
7.6.1.0 Technical Requirments and Tech Stack 24/05/2021
7.6.1.0 Patch Installation Guide - Izpack Wizard 24/05/2021 
7.6.1.0 Patch Installation Guide - Manual Installaton 24/05/2021

Release 7.6.0.0 (GA)

Document                                                                                  Last Updated
7.6.0.1 Technical Requirements and Tech Stack 26/02/2021
7.6.0.1 Patch Installation Guide - Izpack Wizard 26/02/2021
7.6.0.1 Patch Installation Guide - Manual Installation-Win/Linux OS 26/02/2021
7.6.0.1 Installation Guide - EDB Postgres Advanced Server 20/08/2021
7.6.0.0 Technical Requirements and Tech Stack 30/11/2020
7.6.0.0 Patch Installation Guide - Izpack Wizard 30/11/2020
7.6.0.0 Installation Guide - Linux OS 30/11/2020
7.6.0.0 Upgrade Installation Guide - Windows OS 30/11/2020
7.6.0.0 Upgrade Installation Guide - Linux OS 30/11/2020

To the Top ↑

Release 7.5.1.0 (GA)

Document                                                                                  Last Updated
7.5.1.5 Patch Installation Guide - Izpack Wizard 19/02/2021
7.5.1.5 Technical Requirements 19/02/2021
7.5.1.4 Patch Installation Guide - Izpack Wizard 14/08/2020
7.5.1.4 Patch Installation Guide - Manual Installation-Win/Linux OS 14/08/2020
7.5.1.4 Technical Requirements 14/08/2020
7.5.1.3 Patch Installation Guide - Izpack Wizard 19/06/2020
7.5.1.3 Patch Installation Guide - Manual Installation-Win/Linux OS 19/06/2020
7.5.1.3 Technical Requirements 19/06/2020
7.5.1.2 Patch Installation Guide - Izpack Wizard 23/04/2020
7.5.1.2 Patch Installation Guide - Manual Installation-Win/Linux OS 08/05/2020
7.5.1.2 Technical Requirements 23/04/2020
7.5.1.1 Patch Installation Guide - Izpack Wizard 31/01/2020
7.5.1.0 Patch Installation Guide - Izpack Wizard 31/01/2020
7.5.1.0 Patch Installation Guide - Manual Installation-Win/Linux OS 31/01/2020
7.5.1.0 Technical Requirements 31/01/2020

To the Top ↑

 Release 7.5.0.0 (GA)

Document                                                                                  Last Updated
7.5.0.1 Patch Installation Guide 30/08/2019
7.5.0.x Technical Requirements 30/08/2019
7.5.0.0 GA Installation Guide - All Databases on Windows OS 27/02/2020
7.5.0.0 Installation Guide - Oracle on Linux OS 09/07/2020
7.5.0.0 GA Upgrade Installation Guide for DB2 on Win OS 27/02/2020
7.5.0.0 GA Upgrade Installation Guide for MSS on Win OS 27/02/2020
7.5.0.0 GA Upgrade Installation Guide for Oracle on Win OS 27/02/2020
7.5.0.0 Upgrade Installation Guide for Oracle on Linux OS 30/08/2019

To the Top ↑

 Release 7.4.7.0 (GA)

Document                                                                                     Last Updated
7.4.7.4 Patch Installation Guide 29/03/2019
7.4.7.3 Patch Installation Guide 31/01/2019
7.4.7.2 Patch Installation Guide 28/12/2018
7.4.7.1 Patch Installation Guide 23/11/2018
7.4.7.x Technical Requirements 31/10/2018
7.4.7.0 Patch Installation Guide 31/10/2018
7.4.7.0 Quick Installation Guide 31/10/2018

 Release 7.4.6.0 (GA)

Document                                                                                  Last Updated
7.4.6.x Technical Requirements 31/07/2018
7.4.6.0 GA Installation Guide 31/07/2018

 Release 7.4.5.0 (GA)

Document                                                                                  Last Updated
7.4.5.x Technical Requirements 30/03/2018
7.4.5.0 GA Installation Guide 30/03/2018

 Release 7.4.4.0 (GA)

Document                                                                                  Last Updated
7.4.4.x Technical Requirements 31/01/2018
7.4.4.0 GA Installation Guide on Win OS 31/01/2018

To the Top ↑

Release 7.4.3.0 (GA)

Document                                                                                  Last Updated
7.4.3.x Technical Requirements 30/11/2017
7.4.3.0 GA Installation Guide - All Databases 26/04/2019
7.4.3.0 GA Upgrade Installation Guide for DB2 on Win OS 30/11/2017
7.4.3.0 GA Upgrade Installation Guide for MSS on Win OS 20/02/2018
7.4.3.0 GA Upgrade Installation Guide for Oracle on Win OS 30/11/2017
7.4.3.0 GA Upgrade Installation Guide for Oracle on Linux OS 06/02/2018
7.4.3.0 EA to GA Upgrade Installation Guide 30/11/2017

To the Top ↑

Release 7.4.2.0 (GA)

Document                                                                                   Last Updated
7.4.2.X Technical Requirements 28/02/2017
7.4.2.0 Installation Guide - All Databases 15/05/2017
7.4.2.0 Upgrade Installation Guide for DB2 on Win OS 05/05/2017
7.4.2.0 Upgrade Installation Guide for MSS on Win OS 05/05/2017
7.4.2.0 Upgrade Installation Guide for Oracle on Win OS 05/05/2017
7.4.2.0 Upgrade Installation Guide for Oracle on Linux OS 05/05/2017

To the Top ↑

Release 7.4.1.0 (GA)

Document                                                                                 Last Updated
7.4.1.X Technical Requirements 29/07/2016
7.4.1.3 Installation Guide 16/02/2017
7.4.1.0 Installation Guide - All Databases 18/10/2016
7.4.1.0 Upgrade Installation Guide for MSS 29/07/2016
7.4.1.0 Upgrade Installation Guide for Oracle 31/08/2016
7.4.1.0 Upgrade Installation Guide for DB2 31/08/2016

To the Top ↑

Release 7.3

Document                                                                                Last Updated
7.3 Technical Requirements 23/02/2015
7.3 Technical Requirements - Addendum 08/05/2015 
7.3 Installation Guide - All Databases 02/11/2015
7.3 Upgrade Guide for DB2 UDB on LUW 29/05/2015
7.3 Upgrade Guide for DB2 UDB on z/OS 29/05/2015
7.3 Upgrade Guide for MSS 29/05/2015
7.3 Upgrade Guide for Oracle 29/05/2015

To the Top ↑

Release 7.2

Document                                                                               Last Updated
7.2 Technical Requirements 02/12/2014
7.2 Technical Requirements - Addendum 18/05/2011
7.2 Installation Guide 29/05/2015
7.2 Upgrade Guide for DB2 UDB on LUW 29/05/2015
7.2 Upgrade Guide for DB2 UDB on z/OS 29/05/2015
7.2 Upgrade Guide for Oracle 29/05/2015

To the Top ↑

Release 7.1

Document                                                                             Last Updated
7.X Technical Requirements  01/08/2014
7.1 Installation Guide for Oracle 29/02/2012
7.1 Upgrade Guide for Oracle 19/06/2012

To the Top ↑

All Releases

Document                                                                             Last Updated
Euroclear Installation and Configuration 22/04/2015
Installing a New License File 17/07/2015
Mail Server Installation Guide 16/06/2015
Multiple Instances of Loan IQ on the Same Server 02/06/2015
V7 Manual Service Pack Installation Instructions 26/08/2014
Notification Dispatcher Installation Guide 14/06/2017

To the Top ↑

Interface Guides

Document                                                                           Last Updated
Loan IQ Interface Development Guide 06/08/2021
Exit Interface Guide 22/03/2011
Notification Send Interface Guide 26/08/2014
Swift Interface Guide 22/03/2011
Plug-in Fax Interface 12/01/2007
Plug-in Interface Specification 12/01/2007

To the Top ↑

Technical Setup Guides

Document Last Updated
Ability to Run Concurrent Batches Setup Guide 01/16/2014
Accounting of Guarantees Received Setup Guide 04/30/2012
Add Credit Line Field Technical Setup Guide 18/03/2011
Additional Fields Tab in Quick Loan Repricing Technical Setup Guide 10/12/2012
Advanced Collateral Management Technical Setup Guide 21/11/2012
Allocator EMPUSH Setup Guide 31/01/2022
Architectural Changes and SDK Impact Guide 16/02/2017
Audit Trail Technical Setup Guide 31/01/2022
Auto Apply Marks Technical Setup Guide 10/11/2010
Auto Generated Past Due Notice Technical Setup Guide 26/02/2015
Automate Re Accrual of SBLC Fee Payments on Payment Date Technical Setup Guide 23/04/2014
Automated Accounting Re-Class Utility Technical Setup Guide 18/03/2011
Automated Payment Application Logic Technical Setup Guide 23/03/2011
Automated Transactions Technical Setup Guide 17/12/2015
Automatic Allocation of Origination Costs - Setup and User Guide
15/11/2018
Automatic Cycle Due Adjustment Technical Setup Guide 15/11/2010
Automatic Cycle Due Adjustment with EC & IS Technical Setup Guide 01/07/2010
Automatic Reduction or Termination of a Facility Technical Setup Guide 18/08/2011
Automatic Review of Bills Technical Setup Guide 16/04/2012
BIC & FHL Reporting Setup Guide 31/10/2018
Billing Enhancements Technical Setup Guide 26/02/2015
Brazilian CET Rate Functionality Technical Setup Guide 20/01/2012
Budget Tracking Technical Setup 12/01/2011

Capitalize Event Fees Technical Setup Guide

14/06/2017
Cashflow Reconciliation Technical Setup Guide 30/11/2011
Cognos Installation Guide 15/07/2021
Collateral Enhancements Technical Setup Guide 28/05/2010
Collections Watchlist Technical Setup Guide 30/09/2014
Conversion for Bank, Branch, and Processing Area Technical Setup Guide 18/03/2011
Daily FX Revaluation of SBLC Values Setup Guide 03/05/2013
Data Entry Wizard Admin Setup & User GuideGuide 04/08/2021
Data Entry Wizard Developers Toolkit Guide 31/05/2012
Data Extracts Setup and User Guide 23/04/2020
Data Extract for DTCC Loan/SERV Reconciliation Service Technical Setup Guide  20/04/2020 
Delayed Compensation Technical Setup 15/11/2010
Dynamic National Language Technical Setup Guide 29/01/2014
E-Settlement System Technical Setup and Implementation Guide 08/04/2011
Enhance Requesting User ID Technical Setup Guide 17/03/2011
Enhanced 1098-1099 Tax Reporting Technical Setup Guide 22/01/2010
Enhanced Average Daily Balance Technical Setup Guide 15/11/2010
Enhanced Billing Technical Setup Guide 26/02/2015
Enhance Incoming Payment Processing Technical Setup Guide 05/12/2010
Enhanced Tax Withholding Technical Setup Guide 12/01/2011
Email HTML Formatting Technical Setup and User Guide 19/06/2020
Email Sending Process Technical Setup and User Guide
19/06/2020
Escrow Enhancement Technical Setup Guide 09/01/2014
Escrow Technical Setup Guide 15/03/2011
Event Management Technical Setup Guide 29/10/2021 
External Limit Check Web Service Interface Technical Setup Guide 29/03/2019
Facility Commitment-Issued Guarantee is Reduced or Expired Technical Setup Guide 03/02/2012 
FATCA Technical Setup Guide 07/04/2014
Flexible Automated Rate Setting Technical Setup Guide 05/12/2011 
Foreign Currency Indexed Working Capital Loans Technical Setup Guide 03/02/2012
FpML Notice Technical Setup Guide 01/01/2010
Generate Statements on Outstandings and Fees Technical Setup Guide 27/02/2015
GL Archiving for Terminated Deals Technical Setup Guide 14/08/2010
IAS EIR Amortization Method Technical Setup Guide 17/10/2014
Independent Past Due Fees and Accruals Technical Setup Guide 08/01/2014 
Interest Capitalization and Repayment Schedule Technical Setup Guide 15/11/2010
Loan IQ - IntraLinks LenderBridge Technical Setup Guide 26/11/2013
Loan IQ Jackrabbit Setup Guide 07/10/2017
Loan IQ Application Verifier Extension Guide 29/10/2021
Loan Abandonment Technical Setup Guide 19/02/2015
Manual GL Upload Tool Technical Setup Guide 12/11/2011
Markit Clear Interface Technical Setup Guide 15/11/2017
Mass Changes to MIS Codes Transaction Technical Setup Guide 15/11/2010
Mass Updating of Expense Codes Technical Setup Guide 15/11/2010
Memo Post Entries for Guarantees_Technical_Setup_Guide 18/12/2012
MisysBoard Technical Setup Guide 11/04/2017
Multi-Currency Discount Analysis Technical Setup Guide 15/11/2010 
Multi-Webapp Setup Guide 29/10/2021
Navigator Technical Setup Guide 01/12/2010
Net Investment Calculation Technical Setup 03/05/2011
New Rounding Rules for Loan Rates Technical Setup Guide 23/02/2014
Non-Accrual Enhancements Technical Setup Guide 23/04/2020
Open API Configuration Guide 29/03/2019
Origination Cost Reference Guide 30/11/2020
OTP Based Login Technical Setup Guide 26/02/2021
Outbound Messages for Global Limits Update Technical Setup Guide 31/01/2019
Past Due Information Technical Setup Guide 15/11/2010
Payment In Kind Technical Setup Guide 15/11/2010
Portfolio Split Interest Income Recognition Technical Setup Guide 16/01/2013
Record Interest Upfront Technical Setup Guide 20/05/2011
Remote Execution Technical Setup Guide 25/08/2022
Reserves Technical Setup Guide 19/05/2010 
RID Prefix Tracker & Session Based Object Lock Management 26/02/2021
Scripted Batch Multi-Leg Setup Guide 18/07/2018
SDK Programming Guide - Part I  31/01/2022
SDK Programming Guide - Part II 30/11/2020
SDK Technical Setup Guide 31/01/2022
SDK Scripted Notice Templates Technical Guide 01/08/2014
Swap Accrual Report Enhancement Technical Setup Guide 22/11/2010
Syndication Worksheet Technical Setup Guide 04/04/2011
Track Dates to Manage Workflow Technical Setup Guide 27/05/2010
Trade ID for Circle Technical Setup Guide 18/03/2011
Trade Ticket Entry Technical Setup 10/02/2011
Transaction Cost Calculation & Amortization Technical Setup Guide 19/05/2010
Troubled Debt Restructuring - Monitor for Change Technical Setup Guide 30/11/2015
Troubled Debt Restructuring - Return from Compliance Technical Setup Guide 30/11/2015
VAT Tax and Turnover Tax Technical_Setup_Guide 26/10/2012

To the Top ↑

API Guides

Document Last Updated
Amortizing Bankers Acceptance API Guide 14/06/2021
Accrual Cycle Share Adjustment API Guide 26/06/2020
Additional Fields API Guide 05/03/2015
Amendment API Guide 31/01/2022
API Server Options - V6 and Release 7.1 30/11/2011
API Web Service 19/01/2018
Apply Payment Activity API Guide 30/08/2022
ARM Plan Loan 25/07/2017
Asset API Guide 31/08/2019
Bankers Acceptance API Guide 31/01/2022
Budget Tracking 14/06/2021
Cash Account Repository API Guide 28/05/2021
Circle API Guide 30/08/2022
Collateral Account and Holding API Guide 04/03/2011
Collateral Agreement API Guide
31/08/2019
Collateral Items API Guide 02/03/2021
Collateral Linkage API Guide 29/07/2016
Collateral Linkage Map API Guide 29/07/2016
Collateral Pricing API Guide 04/03/2011
Collateral Registration API Guide 15/07/2019
Collateral Tax API Guide 15/07/2018
Comment API Guide 08/10/2013
Comprehensive Repricing API Guide 15/07/2022
Create Payoff Statement API Guide  31/05/2016
Current Account and Current Account Pipeline Transactions API Guide 14/06/2021
Custom Remittance Instructions API Guide 19/06/2020
Customer API Guide for SLM Interface 07/03/2011
Customer API Guide 15/07/2022
Customer API Guide in Java 19/08/2022
C++ XML API Wrapper 12/06/2012
DDA Dropdown List at Customer Level API Guide 03/04/2011
Deal API Guide 30/09/2022
Deposit API Guide 15/07/2022
Discount Loan API Guide 29/04/2022
Doc Tracking API Guide 30/11/2020
Escrow API Guide 15/07/2022
Escrow Collateral Linkage API Guide 31/01/2018
Event Management API Guide 20/08/2013
Exception Queue API Guide 15/07/2022
External ID Mapping API Guide 30/11/2020
Facility API Guide 13/02/2022
Facility Amortization Schedule API Guide 30/05/2012 
Fee API Guide 24/06/2021
Fee Payment API Guide 13/02/2022
FpML Inbound API Guide 19/09/2013
Funding Rates API Guide 29/04/2022
Foreign Exchange (FX) Rate API Guide (C++)  06/03/2018
Foreign Exchange (FX) Rate API Guide (Java) 31/07/2018
General API Guide   08/03/2011
Good Faith Deposit API Guide 14/06/2021
Grace Period API Guide 30/11/2020
Grouped Call API Guide 19/07/2017
Holiday API Guide (C++) 08/03/2011
Holiday API Guide (Java) 31/07/2018
Inbound Messaging API Guide 19/09/2013
Inquiry API Setup Guide 31/01/2022
Inquiry API Tutorial and Language Guide 05/01/2012
Insurance API Guide  15/07/2019
Internal Risk Ratings API Guide 15/07/2019
Invoice Payment API Guide 19/08/2022
Listed Financial Security Repository API Guide 25/05/2021
Loan API Guide 25/07/2022
Loan Extension API Guide 13/02/2022
Loan Increase and Principal Payment API Guide 15/07/2022
Loan Increase, Principal and Interest Payment API Guide 28/09/2021
Manual GL API Guide 13/02/2022
Market Based Pricing Model API Guide 07/03/2011
Markit Trigger and Inquiry API Guide 12/03/2014
MIS Code API (Deal, Facility, Outstanding) Guide 07/03/2011
MIS Code for Pledgeable Loans API Guide 08/03/2011
Non-Host Bank Lender Share Adjustment API Guide 08/03/2011
Non-Listed Financial Security Repository API Guide 28/05/2021
Non-Loan API Guide 29/04/2022
Online Wizard API Guide 08/03/2011
Paperclip API Guide 30/08/2022
Past Due API Guide 30/09/2014
Payment Application API Guide 15/07/2022
Payoff Notice API Guide 30/09/2016
Portfolio Share Adjustment API Guide 25/06/2020
Project Master API Guide 09/06/2021
Query Facility Available to Draw 03/01/2019
Quick Loan Repricing API Guide 15/07/2022
Rate Change API Guide 22/06/2017
Repayment Schedule API Guide 30/08/2022
SBLC/Guarantee API Guide 25/07/2022
Scheduled Activity Report API Guide 29/05/2020
Security Agent API Guide 13/07/2012
Settled Discount Adjustment API Guide 31/08/2021
Small Business Administration (SBA) API Guide 15/07/2022
SmartFolder API Guide 17/09/2013
Standalone API Guide 08/03/2011
Standard Industry Codes (SIC) API Guide 08/03/2011
Third Party Customer API Guide 13/07/2012
Total Return Swap API 08/03/2011
Trade API Guide 29/04/2022
Trader Mark API Guide 20/08/2021
Treasury (COF) API 15/07/2022
Treasury Spread Matrix API Guide 31/01/2022
Troubled Debt Restructuring API Guide 29/07/2016
Update Deposit Amount API Guide 14/06/2021
Update Guarantor API Guide 22/01/2010
User Profile API Guide (C++)  26/03/2013
User Profile API Guide (Java) 26/07/2019
Wizard API Guide 15/07/2022
XML Client User Guide 05/06/2020

To the Top ↑

Data Conversion Tool (DCT)

Document                                                                                          Last Updated
Data Conversion Tool Technical Requirements 26/08/2022
Data Conversion Tool Features List 23/04/2020
Data Conversion Tool Technical Setup Guide 26/08/2022
Data Conversion Tool User Guide 26/08/2022
Data Conversion Hot Fix Patch Deployment Guide 23/04/2020

To the Top ↑

Data Model

Document                                                                                   Last Updated
Accessing and Using Data Dictionary - Loan IQ 7.4.1.0 and later  15/07/2019
Data Dictionary (7.4.1.0) - Readme File  29/07/2016
Version 7.4.1.0 Data Dictionary  29/07/2016
Data Dictionary - Readme File  19/10/2015
Version 6 Data Dictionary  07/01/2015
Version 7 Data Dictionary
 25/06/2015
Oracle 12c Windows Authentication  05/05/2020
7.3.1 to 7.6.3.0 Database Changes (includes Minor Releases)  15/07/2022
7.4.6 to 7.4.7 GA Database Changes  31/10/2018
7.4.5 to 7.4.6 GA Database Changes  31/07/2018
7.4.4 to 7.4.5 GA Database Changes  30/03/2018
7.4.3 to 7.4.4 GA Database Changes  31/01/2018
7.4.2 to 7.4.3 GA Database Changes  30/11/2017
7.4.2 to 7.4.3 EA Database Changes  15/08/2017
7.4.1 to 7.4.2 Database Changes  28/02/2017
7.3.1 to 7.4.1 Database Changes  29/07/2016
7.3.0.1 to 7.3.1 Database Changes  05/12/2014
7.2.7 to 7.3.0.1 Database Changes  16/10/2014
7.1 to 7.2.7 Database Changes  05/02/2014
6.0 to 7.1 Database Changes  18/03/2011
Accrual Shares  11/11/2003
Accruals View  11/11/2003
Additional Fields  11/11/2003
Calendar  11/11/2003
Collateral View  04/12/2005
Customer Profile View  11/11/2003
Customer View  11/11/2003
Deal/Facility/Outstanding Hierarchy View  11/11/2003
Deal Pricing View  11/11/2003
Deal View  11/11/2003
Facility Commitment Shares  11/11/2003
Facility Commitment Transaction Shares  11/11/2003
Facility Pricing View  11/11/2003
Facility View  11/11/2003
Outstanding Transaction Shares  11/11/2003
Outstanding Transactions View  11/11/2003
SWIFT Remittance Instructions View  11/11/2003
Trades View  11/11/2003

To the Top ↑

Fax Adapters

 Document                                                                                    Last Updated
FACsys Notification Adapter Guide   25/02/2015
Fax Adapter Interface Guide  12/01/2015
FAXCOM Notification Adapter Guide    09/04/2021
Genifax Notification Adapter Guide  09/04/2021
Notification Dispatcher Installation Guide    13/04/2015
RightFax Notification Adapter Guide  09/04/2021
TOPCALL Notification Adapter Guide  09/04/2021

To the Top ↑

DataNet Technical Documents

Document                                                                                  Last Updated
DataNet Technical Requirements  15/07/2021
DataNet Installation Guide
 30/09/2021
DataNet Tips, Tricks, and Troubleshooting  29/11/2012
DataNet Warehouse Batch Jobs  11/10/2021
Cognos Installation Guide  30/09/2021

To the Top ↑

Trader Desktop

Version 4.0.1.5

Document Last Updated
Trader Desktop Technical Installation and Upgrade Guide (v 4.0.1.5)  30/08/2022
Trader Desktop Technical Stack (v 4.0.1.5)  30/08/2022

To the Top ↑

Version 4.0.1.4

Document Last Updated
Trader Desktop Technical Installation and Upgrade Guide (v 4.0.1.4)  29/01/2021
Trader Desktop Technical Stack (v 4.0.1.4)  29/01/2021

To the Top ↑

Version 4.0.1.3

Document Last Updated
Trader Desktop Technical Installation and Upgrade Guide (v 4.0.1.3)  29/01/2021
Trader Desktop Technical Stack (v 4.0.1.3)  29/01/2021
Trader Desktop Patch Deployment Guide (v 4.0.1.3 HF1)  11/08/2021

Version 4.0.1.2

Document Last Updated
Trader Desktop Technical Installation and Upgrade Guide (v 4.0.1.2)  13/07/2020
Trader Desktop Technical Stack (v 4.0.1.2)  13/07/2020
Trader Desktop Patch Deployment Guide (v 4.0.1.2 HF1)  04/06/2021
Trader Desktop Patch Deployment Guide (v 4.0.1.2 HF2)  09/07/2021
Trader Desktop Patch Deployment Guide (v 4.0.1.2 HF3)  25/10/2021
Trader Desktop Patch Deployment Guide (v 4.0.1.2 HF4)  22/07/2022

To the Top ↑

Version 4.0.1.1

Document Last Updated
Trader Desktop Technical Installation and Upgrade Guide (v 4.0.1.1)  31/01/2020
Trader Desktop Technical Stack (v 4.0.1.1)  31/01/2020
Trader Desktop Patch Deployment Guide (v 4.0.1.1 HF1)  13/05/2020
Trader Desktop Patch Deployment Guide (v 4.0.1.1 HF2)  17/06/2020
Trader Desktop Patch Deployment Guide (v 4.0.1.1 HF3)  01/12/2020
Trader Desktop Patch Deployment Guide (v 4.0.1.1 HF4)  15/02/2021

To the Top ↑

Version 4.0.1.0

Document Last Updated
Trader Desktop Technical Installation and Upgrade Guide (v 4.0.1.0)  29/11/2019
Trader Desktop Technical Stack (v 4.0.1.0)  29/11/2019

Version 4.0.0.0

Document Last Updated
Trader Desktop Technical Installation and Upgrade Guide (v 4.0.0.0)  11/03/2019
Trader Desktop Technical Stack (v 4.0.0.0)  11/03/2019
Trader Desktop Patch Deployment Guide (v 4.0.0.0 HF1)  12/04/2021
Trader Desktop Patch Deployment Guide (v 4.0.0.0 HF2)  17/05/2021
Trader Desktop Patch Deployment Guide (v 4.0.0.0 HF3)  17/06/2021

To the Top ↑

Version 3.9.5.8

Document Last Updated
Trader Desktop Technical Installation and Upgrade Guide (v 3.9.5.8)  31/07/2018
Trader Desktop Technical Stack (v 3.9.5.8)  31/07/2018
Trader Desktop Patch Deployment Guide (v 3.9.5.8 HF1)  07/05/2019
Trader Desktop Patch Deployment Guide (v 3.9.5.8 HF2) 16/04/2020

Version 3.9.5.7

Document Last Updated
Trader Desktop Technical Installation and Upgrade Guide (v 3.9.5.7)  27/08/2018
Trader Desktop Technical Stack (v 3.9.5.7)  20/07/2018
Trader Desktop Technical Requirements (v 3.9.5.7)  20/07/2018
Trader Desktop Patch Deployment Guide (v 3.9.5.7 HF1)  09/03/2018
Trader Desktop Patch Deployment Guide (v 3.9.5.7 HF2)  09/05/2018
Trader Desktop Patch Deployment Guide (v 3.9.5.7 HF3)  03/12/2018
Trader Desktop Patch Deployment Guide (v 3.9.5.7 HF4)  09/01/2019
Trader Desktop Patch Deployment Guide (v 3.9.5.7 HF5)  22/03/2019
Trader Desktop Patch Deployment Guide (v 3.9.5.7 HF6)  02/05/2019
Trader Desktop Patch Deployment Guide (v 3.9.5.7 HF7)  23/12/2019

To the Top ↑

 Version 3.9.5.6

Document                                                                                        Last Updated
Trader Desktop Patch Deployment Guide (v 3.9.5.6 HF1) 18/09/2017
Trader Desktop Patch Deployment Guide (v 3.9.5.6 HF2) 12/07/2017
Trader Desktop Patch Deployment Guide (v 3.9.5.6 HF3) 19/09/2017
Trader Desktop Patch Deployment Guide (v 3.9.5.6 HF4) 11/04/2018
Trader Desktop Patch Deployment Guide (v 3.9.5.6 HF5) 21/12/2018

 Trader Desktop

Document                                                                                        Last Updated
Trader Desktop Technical Requirements  05/04/2017
Trader Desktop Installation/Upgrade Guide  05/04/2017
Trader Desktop Admin Utilities User Guide  05/03/2013
Trader Desktop Data Items List  02/08/2013
Trader Desktop P and L Transactions  21/10/2014
Trader Desktop Technical Stack  05/04/2017

To the Top ↑

 

 

 

Fusion Loan IQ User Documentation & Online Help

Note: Unless otherwise noted, documents are applicable to all releases.

Release Bulletins
Online Help and Glossary
Functionality Reference Guides
Loan IQ Booking Service
Loan IQ Simplified Servicing
Loan IQ Web Client
Enhancement Catalog
Enhancement Request Process
DataNet and DataMart Reports

Edit and Validation Rules
DataNet Glossaries - All Releases

Release Bulletins

Document                                                                   Last Updated
Loan IQ 7.6.3 Release Bulletin  15/07/2022
Loan IQ 7.6.2 Release Bulletin
 29/10/2021
Loan IQ 7.6.1 Release Bulletin   24/05/2021
Loan IQ 7.6.0 Release Bulletin  07/12/2020
Loan IQ 7.5.1 Release Bulletin  29/11/2019
Loan IQ 7.5.0 Release Bulletin  15/07/2019

To the Top ↑

 Online Help and Glossary

Document                                                                   Last Updated
Loan IQ Online Help                              [Download Zip]  30/09/2022
Alternative Reference Rates Knowledge Base   07/09/2022
DCT Online Help  26/08/2022
Trader Desktop Online Help  29/01/2021
Commercial Lending Glossary  05/08/2016

To the Top ↑

Functionality Reference Guides

Document                                                                   Last Updated
Project Finance Informational Guide  07/09/2022
Alternative Reference Rates Informational Guide                07/09/2022
Loan IQ Data Propagation Tool Setup and User Guide  28/03/2022
Data Extracts Setup and User Guide  26/06/2020

To the Top ↑

Loan IQ Booking Service 

Document  Last Updated
Loan IQ Booking Service Technical Setup Guide                  30/08/2022
Loan IQ Booking Service User Guide    30/08/2022
Loan IQ Booking Service Open API Guide 30/08/2022

To the Top ↑

Loan IQ Simplified Servicing  

Document  Last Updated
Loan IQ Simplified Servicing Technical Setup Guide            30/08/2022
Loan IQ Simplified Servicing User Guide    30/08/2022

Loan IQ Web Client  

Document  Last Updated
Loan IQ Web Client User Guide 29/10/2021
Loan IQ Web Client Technical Setup Guide  30/09/2022
Loan IQ Web Client Customization Guide 02/12/2019
Loan IQ Web Navigator User Guide 15/07/2019
Loan IQ Web Navigator Technical Setup Guide 2.2.8 22/07/2019
Fusion Lending Host Extract CME-Loan IQ Setup Guide 30/11/2018

To the Top ↑

Enhancements

Document                                                             Last Updated
Enhancement Catalog                       05/09/2022
License Impact Document 7.6.0.0 30/11/2020
License Change Impacts 04/10/2017
7.3.1 Enhancement List 15/01/2015
7.3.0 Enhancement List 30/09/2014
7.2.7 Enhancement List 04/12/2013
Version 7 Overview 15/02/2015

To the Top ↑

Enhancement Request Process

 Document                 Last Updated
Business Detail Form Template                                 29/07/2020
Enhancement Request Process 05/04/2021

To the Top ↑

Lending DataNet and DataMart Guides

 Document                 Last Updated
DataMart Dashboard Source Data Guide                   29/07/2016 
DataNet Reports User Guide 06/08/2019

To the Top ↑

Edit and Validation Rules

Document Last Updated
Accounting and Control                                         15/07/2022
Accruals 28/02/2022
Ad Hoc Query 02/09/2019
Amendment 30/09/2022
Approvals Matrix 30/09/2014
Available for Sale 19/05/2014
Banking Product Definition 15/07/2022
Billing 13/01/2022
Budget Tracking 30/04/2020
Cashflows 15/07/2022
Circle 29/04/2022
Collateral 26/11/2020
Corporate Relations 19/05/2010
Customer 15/07/2022
Deal Navigation 19/05/2010
Deal 07/09/2022
Document Tracking 11/10/2021
E-Settlement System 20/07/2012
Escrow 08/09/2021
Event Management 17/09/2013
Export Credit Country of Risk 15/05/2007
Export Credit Insurance Module 15/05/2007
Export Credit Management of Collateral 15/05/2007
Export Credit Splitting Cashflows 15/05/2007
Export Credit Unpaid Amounts 02/11/2011
Export Credit Unpaid Enhancements 03/11/2011
External ID Mapping 24/05/2021
Facility 15/07/2022
Fees 31/08/2021
Good Faith deposit 19/05/2010
Lender Copy 31/10/2018
Lender Query 12/02/2014
Lender Shares 30/09/2022
Mailing List 05/19/2010
Mark Portfolios 31/08/2012
Notepad 05/19/2010
Notice Templates 30/09/2022
Notices 15/07/2022
Notifications Matrix 02/12/2014
Outstanding Type - Bankers Acceptance 24/05/2021
Outstanding Type - Bill of Exchange 24/05/2021
Outstanding Type - Current Account 30/08/2011
Outstanding Type - Deposits 15/07/2022
Outstanding Type - Discount Loan 31/01/2022
Outstanding Type - Intraday Loan 31/10/2018
Outstanding Type - Loan and Repo Loan 30/09/2022
Outstanding Type - Non-Loans 31/08/2021
Outstanding Type - SBLC 13/01/2022
Payment Application 15/07/2022
Payments 16/09/2022
Portfolio Positions 31/08/2021
Portfolio Query 30/11/2006
Pricing 22/07/2022
Product Template 15/12/2009
Project Finance 07/09/2022
Saleability 30/11/2006
Sales Targets 30/11/2006
Sales Team 30/11/2006
Securities 15/02/2009
Swap Credit Line 24/02/2011
Swap Agreement 05/12/2011
Swap Cash Settlement 15/02/2007
Swap Collaterals 15/03/2004
Swap Confirmations 15/03/2004
Swap Online Reports 15/03/2005
Swaps Extended Valuation Report 21/06/2017
Swap Shares 15/03/2005
Swap Trade Amendment 15/02/2007
Swap Trade 05/12/2011
Swap Trade Termination 15/11/2010
Tickler 30/11/2006
Trade Entry 29/07/2011
Trading Lines 30/11/2006
Treasury 29/10/2021
Trade Ticket Entry 31/08/2009
User Profile 15/11/2007
Web Connection Maintenance 30/11/2006
Work in Process 15/07/2022

To the Top ↑

DataNet Glossaries - Release 7.6.0

Document  Last Updated
DataNet Budget Tracking Package 08/03/2021
DataNet Collateral Package 08/03/2021
DataNet Customer Package 08/03/2021
DataNet Deal Facility Outstanding Package 08/03/2021
DataNet Doc Tracking Package 08/03/2021
DataNet Events Package 08/03/2021
DataNet Interest Fee Principal Commitment Package 08/03/2021
DataNet Lender Share Overview Package 08/03/2021
DataNet Sub Ledger Package 08/03/2021
DataNet Trading Package 08/03/2021
DataNet Transaction Package 08/03/2021
DataNet User Profile Package 08/03/2021

To the Top ↑

DataNet Glossaries - Release 7.5.1

Document  Last Updated
DataNet Budget Tracking Package 14/01/2021
DataNet Collateral Package 14/01/2021
DataNet Customer Package 14/01/2021
DataNet Deal Facility Outstanding Package 14/01/2021
DataNet Doc Tracking Package 14/01/2021
DataNet Events Package 14/01/2021
DataNet Interest Fee Principal Commitment Package 14/01/2021
DataNet Lender Share Overview Package 14/01/2021
DataNet Sub Ledger Package 14/01/2021
DataNet Trading Package 14/01/2021
DataNet Transaction Package 14/01/2021
DataNet User Profile Package 14/01/2021

DataNet Glossaries - Release 7.5.0

Document  Last Updated
DataNet Budget Tracking Package 15/07/2019
DataNet Collateral Package 15/07/2019
DataNet Customer Package 15/07/2019
DataNet Deal Facility Outstanding Package 15/07/2019
DataNet Doc Tracking Package 15/07/2019
DataNet Events Package 15/07/2019
DataNet Interest Fee Principal Commitment Package 15/07/2019
DataNet Lender Share Overview Package 15/07/2019
DataNet New Features Package 15/07/2019
DataNet Sub Ledger Package 15/07/2019
DataNet Trading Package 15/07/2019
DataNet Transaction Package 15/07/2019
DataNet User Profile Package 15/07/2019

To the Top ↑

DataNet Glossaries - Release 7.4.7.0

Document  Last Updated
DataNet Budget Tracking Package 31/10/2018
DataNet Collateral Package 31/10/2018
DataNet Customer Package 31/10/2018
DataNet Deal Facility Outstanding Package 31/10/2018
DataNet Doc Tracking Package 31/10/2018
DataNet Events Package 31/10/2018
DataNet Interest Fee Principal Commitment Package 31/10/2018
DataNet Lender Share Overview Package 31/10/2018
DataNet New Features Package 31/10/2018
DataNet Sub Ledger Package 31/10/2018
DataNet Trading Package 31/10/2018
DataNet Transaction Package 31/10/2018
DataNet User Profile Package 31/10/2018

To the Top ↑

 

 

 

Tutorials

Topic of the Month

 February  2016

 April  2016      

May  2016     

 September  2016 

 Video Video Video Video
Abstract Slides   Abstract Slides Abstract Slides Abstract Slides

June 2017         

November 2017

January 2018 

March 2018     

Video Video Video Video
Abstract Slides Abstract Slides Abstract Slides Abstract Slides 

January 2019                       

September 2019                   

May 2020                               

October 2021                         

Video Video   Video   Video  
Abstract Slides Abstract   Slides  Abstract      Slides    Abstract      Slides

 

Fusion Loan IQ Integration Project Documentation

Fusion Loan IQ - Fusion Risk Integration

Document Last Updated
Fusion Risk-Loan IQ Integration Guide  13/01/2022
Fusion Loan IQ - FusionRisk Integration Troubleshooting Guide  18/05/2017  
Functional Architecture Document  18/05/2017
New EIR/Catch up Configuration for Subsequent Measurement Technical Setup Guide  25/10/2019
Fusion Risk Limits-Loan IQ Integration Guide [This Guide is Deprecated]  23/04/2020

To the Top ↑

Fusion Loan IQ - Other Platform Integration Guides

Document  Last Updated   
General Ledger Interface - Loan IQ Integration Guide  19/02/2021
Loan IQ GPP Integration Guide  16/04/2021
Fusion Meridian - Loan IQ Integration Guide (7.4.7.x and later)  07/04/2021
Fusion Meridian - Loan IQ Integration Guide  26/09/2018
Single Sign On - Loan IQ Integration Guide  31/10/2018
Essence GL - Loan IQ Integration Guide (7.4.7.4 and later)    29/09/2021
Essence GL - Loan IQ Integration Guide  29/09/2021
FT Summit - Loan IQ Integration Guide                   
 15/07/2021
Trade Innovation - Loan IQ Integration Guide  30/11/2017
Deep Linking Borrower SmartFolder - Loan IQ Integration Guide  23/01/2018
ELK - Loan IQ Integration Guide  31/07/2018

To the Top ↑

Fusion Loan IQ – Fusion Party Management Integration

Document Last Updated 
Fusion Party Management - Loan IQ Integration Guide         15/07/2019

Fusion Loan IQ - Fusion Corporate Channels Integration

Document Last Updated
Fusion Corporate Channels - Loan IQ Integration Guide   28/06/2018

 To the Top ↑