Fusion Loan IQ What's New

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)
Hot Fix Release Notes
Cumulative Patch Release Notes
Data Conversion Tool (DCT)
DataNet
Trader Desktop (TDT)

Version 7 GA Release Notes

Document	Last Updated
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

Performance Benchmark Reports

Document	Last Updated
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	06/01/2020

Loan IQ Test Cases (Microsoft Excel)

Document	Last Updated
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

Hot Fix Release Notes

HF Release Version	HF Release Notes	Last Updated
7.6.x	7.6.2.0.x	17/01/2022
	7.6.0.0.x	15/12/2020
7.5.x	7.5.1.5.x	13/01/2022
	7.5.1.4.x	03/12/2021
	7.5.1.3.x	10/12/2021
	7.5.1.2.x	26/03/2021
	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

Cumulative Patch Release Notes

CP Release Version	CP Release Notes	Last Updated
7.6.x	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

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Data Conversion Tool (DCT)

Document	Last Updated
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

DataNet

Document	Last Updated
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

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	25/10/2021
4.0.1.3.X	11/08/2021

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Fusion Loan IQ Technical Documentation

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

Administrator's Guide
Technical Bulletins
System Administration
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]	29/10/2021

Technical Bulletins

Document	Last Updated
Loan IQ - Security Advisory Apache Log4j	17/01/2021
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	29/10/2021
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 2.13.3	30/11/2020
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	29/10/2021
7.5.x.x Changes to Table Extension	06/03/2020

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System Administration

Document	Last Updated
Loan IQ SOAP API - OIDC JWT Token Authentication	20/12/2021
Loan IQ Batch Log Off Message Configuration using Tomcat Post Message	23/09/2019
Loan IQ Ls2app Server and Client Configuration	13/01/2022
Loan IQ Tools Overview Guide	29/10/2021
Loan IQ V6 LDAP Authentication Configuration Guide	03/06/2020
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	19/11/2021
Configuring Mutual SSL in Loan IQ	02/02/2015
Environment Checklist	07/08/2015
Performance Tuning Guide	14/07/2015
JMS Configuration Guide	29/03/2019
Customer Checklist	01/08/2020

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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

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Installation Guides

Release 7.6.2.0 (GA)

Document	Last Updated
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

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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 Installation Guide - Windows OS	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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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	29/10/2021
Architectural Changes and SDK Impact Guide	16/02/2017
Audit Trail Technical Setup Guide	24/05/2021
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	29/10/2021
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	10/08/2020
SDK Programming Guide - Part II	30/11/2020
SDK Technical Setup Guide	28/09/2021
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	14/06/2021
API Server Options - V6 and Release 7.1	30/11/2011
API Web Service	19/01/2018
Apply Payment Activity API Guide	24/06/2021
ARM Plan Loan	25/07/2017
Asset API Guide	31/08/2019
Bankers Acceptance API Guide	14/06/2021
Budget Tracking	14/06/2021
Cash Account Repository API Guide	28/05/2021
Circle API Guide	04/03/2011
Collateral Account and Holding API Guide	13/01/2022
Collateral Agreement API Guide	31/08/2019
Collateral Items API Guide	13/01/2022
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	29/10/2021
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	19/11/2021
Customer API Guide in Java	29/10/2021
C++ XML API Wrapper	12/06/2012
DDA Dropdown List at Customer Level API Guide	03/04/2011
Deal API Guide	29/10/2021
Deposit API Guide	14/06/2021
Discount Loan API Guide	29/10/2021
Doc Tracking API Guide	30/11/2020
Escrow API Guide	14/06/2021
Escrow Collateral Linkage API Guide	31/01/2018
Event Management API Guide	20/08/2013
Exception Queue API Guide	07/03/2011
External ID Mapping API Guide	30/11/2020
Facility API Guide	29/10/2021
Facility Amortization Schedule API Guide	30/05/2012
Fee API Guide	24/06/2021
Fee Payment API Guide	24/06/2021
FpML Inbound API Guide	19/09/2013
Funding Rates API Guide	07/01/2016
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	06/09/2013
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	20/08/2021
Listed Financial Security Repository API Guide	25/05/2021
Loan API Guide	29/10/2021
Loan Extension API Guide	14/06/2021
Loan Increase and Principal Payment API Guide	29/10/2021
Loan Increase, Principal and Interest Payment API Guide	28/09/2021
Manual GL API Guide	21/05/2010
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	13/01/2022
Online Wizard API Guide	08/03/2011
Paperclip API Guide	29/10/2021
Past Due API Guide	30/09/2014
Payment Application API Guide	20/08/2021
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	29/10/2021
Rate Change API Guide	22/06/2017
Repayment Schedule API Guide	24/05/2021
SBLC/Guarantee API Guide	31/12/2021
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	29/07/2016
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	22/09/2020
Trader Mark API Guide	20/08/2021
Treasury (COF) API	28/09/2021
Treasury Spread Matrix API Guide	29/10/2021
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	29/10/2021
XML Client User Guide	05/06/2020

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Data Conversion Tool (DCT)

Document	Last Updated
Data Conversion Tool Technical Requirements	20/12/2021
Data Conversion Tool Features List	23/04/2020
Data Conversion Tool Technical Setup Guide	20/12/2021
Data Conversion Tool User Guide	20/12/2021
Data Conversion Hot Fix Patch Deployment Guide	23/04/2020

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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 7.6.2.0 Database Changes (includes Minor Releases)	29/10/2021
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

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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	13/01/2022

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DataNet Technical Documents

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

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Trader Desktop

Version 4.0.1.5

Document	Last Updated
Trader Desktop Technical Installation and Upgrade Guide (v 4.0.1.5)	30/11/2021
Trader Desktop Technical Stack (v 4.0.1.5)	30/11/2021

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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

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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

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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

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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

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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

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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 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 7.6.2 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

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Online Help and Glossary

Document	Last Updated
Loan IQ Online Help [Download Zip]	29/10/2021
Alternative Reference Rates Knowledge Base	13/01/2022
DCT Online Help	29/12/2021
Trader Desktop Online Help	29/01/2021
Commercial Lending Glossary	05/08/2016

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Functionality Reference Guides

Document	Last Updated
Project Finance Informational Guide	29/10/2021
Container Guidelines Reference Guide	29/10/2021
Alternative Reference Rates Informational Guide	13/01/2022
Loan IQ Data Propagation Tool Setup and User Guide	04/12/2019
Data Extracts Setup and User Guide	26/06/2020

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Loan IQ Web Client

Document	Last Updated
Loan IQ Web Client User Guide	29/10/2021
Loan IQ Web Client Technical Setup Guide	30/11/2020
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

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Enhancements

Document	Last Updated
Enhancement Catalog	04/12/2021
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

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Enhancement Request Process

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

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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	30/11/2020
Accruals	28/07/2021
Ad Hoc Query	02/09/2019
Amendment	13/01/2022
Approvals Matrix	30/09/2014
Available for Sale	19/05/2014
Banking Product Definition	29/07/2016
Billing	13/01/2022
Budget Tracking	30/04/2020
Cashflows	15/07/2019
Circle	30/11/2020
Collateral	26/11/2020
Corporate Relations	19/05/2010
Customer	11/06/2021
Deal Navigation	19/05/2010
Deal	13/01/2022
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	13/01/2022
Fees	31/08/2021
Good Faith deposit	19/05/2010
Lender Copy	31/10/2018
Lender Query	12/02/2014
Lender Shares	14/12/2021
Mailing List	05/19/2010
Mark Portfolios	31/08/2012
Notepad	05/19/2010
Notice Templates	11/06/2021
Notices	10/12/2021
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	24/05/2021
Outstanding Type - Discount Loan	13/01/2022
Outstanding Type - Loan and Repo Loan	13/01/2022
Outstanding Type - Non-Loans	31/08/2021
Outstanding Type - SBLC	13/01/2022
Payment Application	20/08/2021
Payments	16/09/2021
Portfolio Positions	31/08/2021
Portfolio Query	30/11/2006
Pricing	31/08/2020
Product Template	15/12/2009
Project Finance	29/10/2021
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	29/10/2021

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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

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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

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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

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DataNet Glossaries - Release 7.4.6.0

Document	Last Updated
DataNet Budget Tracking Package	31/07/2018
DataNet Collateral Package	31/07/2018
DataNet Customer Package	31/07/2018
DataNet Deal Facility Outstanding Package	31/07/2018
DataNet Doc Tracking Package	31/07/2018
DataNet Events Package	31/07/2018
DataNet Interest Fee Principal Commitment Package	31/07/2018
DataNet Lender Share Overview Package	31/07/2018
DataNet New Features Package	31/07/2018
DataNet Sub Ledger Package	31/07/2018
DataNet Trading Package	31/07/2018
DataNet Transaction Package	31/07/2018
DataNet User Profile Package	31/07/2018

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DataNet Glossaries - Release 7.4.3.0

Document	Last Updated
DataNet Budget Tracking Package	30/11/2017
DataNet Collateral Package	30/11/2017
DataNet Customer Package	30/11/2017
DataNet Deal Facility Outstanding Package	30/11/2017
DataNet Doc Tracking Package	30/11/2017
DataNet Events Package	30/11/2017
DataNet Interest Fee Principal Commitment Package	30/11/2017
DataNet Lender Share Overview Package	30/11/2017
DataNet New Features Package	30/11/2017
DataNet Sub Ledger Package	30/11/2017
DataNet Trading Package	30/11/2017
DataNet Transaction Package	30/11/2017
DataNet User Profile Package	30/11/2017

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DataNet Glossaries - Release 7.4.2.0

Document	Last Updated
DataNet Collateral Package	08/12/2016
DataNet Customer Package	09/12/2016
DataNet Outstanding Package	09/12/2016
DataNet Doc Tracking Pckage	09/12/2016
DataNet Events Package	09/12/2016
DataNet Interest Fee Principal Commitment Package	09/12/2016
DataNet Lender Share Overview Package	09/12/2016
DataNet New Features Package	09/12/2016
DataNet Sub Ledger Package	09/12/2016
DataNet Trading Package	09/12/2016
DataNet Transaction Package	09/12/2016
DataNet User Profile Package	09/12/2016

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DataNet Glossaries - Release 7.4.1.0

Document	Last Updated
DataNet Budget Tracking Package	07/07/2016
DataNet Collateral Package	07/07/2016
DataNet Customer Package	07/07/2016
DataNet Deal Facility Outstanding Package	07/07/2016
DataNet Doc Tracking Package	07/07/2016
DataNet Events Package	07/07/2016
DataNet Interest Fee Principal Commitment Package	07/07/2016
DataNet Lender Share Overview Package	07/07/2016
DataNet New Features Package	07/07/2016
DataNet Sub Ledger Package	07/07/2016
DataNet Trading Package	07/07/2016
DataNet Transaction Package	07/07/2016
DataNet User Profile Package	07/07/2016

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DataNet Glossaries - Release 7.4.0.1

Document	Last Updated
DataNet Collateral Package	02/03/2016
DataNet Customer Package	02/03/2016
DataNet Deal Facility Outstanding Package	02/03/2016
DataNet Doc Tracking Package	02/03/2016
DataNet Events Package	02/03/2016
DataNet Interest Fee Principal Commitment Package	02/03/2016
DataNet Lender Share Overview Package	02/03/2016
DataNet New Features Package	02/03/2016
DataNet Sub Ledger Package	02/03/2016
DataNet Trading Package	02/03/2016
DataNet Transaction Package	02/03/2016
DataNet User Profile Package	02/03/2016

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DataNet Glossaries - Release 7.3.1.0

Document	Last Updated
DataNet Collateral Package	08/07/2014
DataNet Customer Package	08/07/2014
DataNet Deal Facility Outstanding Package	08/07/2014
DataNet Doc Tracking Package	08/07/2014
DataNet Events Package	08/07/2014
DataNet Interest Fee Principal Commitment Package	08/07/2014
DataNet Lender Share Overview Package	08/07/2014
DataNet New Features Package	08/07/2014
DataNet Sub Ledger Package	08/07/2014
DataNet Trading Package	08/07/2014
DataNet Transaction Package	08/07/2014
DataNet User Profile Package	08/07/2014

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DataNet Glossaries - Release 7.3.0.0

Document	Last Updated
DataNet Collateral Package	29/09/2014
DataNet Customer Package	29/09/2014
DataNet Deal Facility Outstanding Package	29/09/2014
DataNet Doc Tracking Package	29/09/2014
DataNet Events Package	29/09/2014
DataNet Interest Fee Principal Commitment Package	29/09/2014
DataNet Lender Share Overview Package	29/09/2014
DataNet New Features Package	29/09/2014
DataNet Sub Ledger Package	29/09/2014
DataNet Trading Package	29/09/2014
DataNet Transaction Package	29/09/2014
DataNet User Profile Package	29/09/2014

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DataNet Glossaries - Release 7.1.0.0

Document	Last Updated
DataNet Collateral Package	25/07/2013
DataNet Customer Package	25/07/2013
DataNet Deal Facility Outstanding Package	25/07/2013
DataNet Doc Tracking Package	25/07/2013
DataNet Events Package	25/07/2013
DataNet Interest Fee Principal Commitment Package	25/07/2013
DataNet Lender Share Overview Package	25/07/2013
DataNet New Features Package	25/07/2013
DataNet Sub Ledger Package	25/07/2013
DataNet Trading Package	25/07/2013
DataNet Transaction Package	25/07/2013
DataNet User Profile Package	25/07/2013

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DataNet Glossaries - Release 7.0.0.0

Document	Last Updated
DataNet Collateral Package	19/11/2012
DataNet Customer Package	19/11/2012
DataNet Deal Facility Outstanding Package	19/11/2012
DataNet Doc Tracking Package	19/11/2012
DataNet Events Package	19/11/2012
DataNet Interest Fee Principal Commitment Package	19/11/2012
DataNet Lender Share Overview Package	19/11/2012
DataNet New Features Package	19/11/2012
DataNet Sub Ledger Package	19/11/2012
DataNet Trading Package	19/11/2012
DataNet Transaction Package	19/11/2012
DataNet User Profile Package	19/11/2012

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Tutorials

Topic of the Month

February 2016

April 2016

May 2016

September 2016


Abstract	Slides	Abstract	Slides	Abstract	Slides	Abstract	Slides

June 2017

November 2017

January 2018

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Abstract	Slides	Abstract	Slides	Abstract	Slides	Abstract	Slides

January 2019

September 2019

May 2020

October 2021


Abstract	Slides	Abstract	Slides	Abstract	Slides	Abstract	Slides

Fusion Loan IQ Whitepapers & Functional Overviews

Document	Last Updated
Portfolio Position, Mark to Market, WAC, P and L Functionality	07/08/2015
Automatic Change To Non-Performing Overview	18/04/2017
Independent Past Due Fees and Accruals Overview	29/11/2018
Past Due Overview	18/04/2017
Troubled Debt Restructuring Overview	18/04/2017
Financial Transaction Taxes Overview	18/05/2017
Tax Withholding Overview	18/05/2017
Auto Generation (AUTOGENT) Functional Overview	07/09/2021
Auto Release (AUTOTRAN) Functional Overview	08/09/2021
Fusion Loan IQ Web Client- An Overview	06/09/2019
RD Process and Automation Improvements	06/09/2019
Automatable Transactions Overview	05/12/2019
Automatic Redistribution of Overpayment of Accruals	05/12/2019
Loan IQ - Oracle Data Encryption	28/01/2020
Loan IQ - MSS Data Encryption	01/02/2021
Covid-19 Payment Relief Q&A	20/04/2020
Covid-19 SBA and PPP Loans	05/05/2020
Covid-19 Main Street Lending program	14/05/2020
Automatic Rate Setting Functional Overview	20/10/2020
Payments Controls Functional Overview	16/10/2020
Loan IQ Release Policy and Delivery Overview	11/12/2020

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

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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	04/06/2021
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

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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

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