Aggregator Manager

In the Aggregator Manager section, you will find at the top different sections that you can access: Aggregators, Aggregator's loans, Payouts, Movements and Aggregator Groups.

Aggregators

In the first section, Aggregators, you will find the total number of merchants on the platform to date, aggregators are stores allied to the client, which offer the option of generating credits to their own customers. It is possible that the definition may vary according to the business rules of the project.

At the top you will find some filters that will allow you to make a better search.

Filter Search: Enter the ID, name or group of the aggregator to find its information in the list.
Associated aggregator filter: Select the associated aggregator to display the information corresponding to the selected aggregator. The filter has a drop-down to facilitate the search.
Date created filter: Select a specific date or time period (days, weeks or months) to find the trade activation date. The filter has a drop-down to facilitate the search.
Filter Status: Select the status to find payments belonging to this group. The filter has a drop-down to facilitate the search.

The user can use one or more filters at a time. Once you have selected the filters you want to work with, click on the "Search" button to start the search.

Filter by associated aggregators : To obtain information of an aggregator, choose from the drop-down list the trade or type the name in the search engine, once the aggregator is chosen, the information of that specific trade and its descendants (if applicable) will be immediately displayed.

The Date created filter has a drop-down to facilitate the search. Select the period you wish to search for (manually in the calendar or via the pre-determined options), then click the "Set Date" button to select the date.

The download button will allow you to download the information reflected in the list in CSV format. If there are active filters at the time of downloading, only the information corresponding to the active filters will be downloaded.

List fields:

The fields with arrows on the side allow you to organize the information in ascending or descending order.

Aggregator: Name under which the merchant was created.
Aggregator ID: Unique identifier of the merchant issuing credits.
National ID: Identifier of the user in the country where he/she is located (Ruc, Nit)
Aggregator group: Group to which the aggregator belongs, which will define which offers will be shown by the merchant.
Status: Status in which the merchant is in order to issue credits.
Date created: Date the trade was created on the platform

If you want more detailed information about the aggregators, you can click on any of the merchant's fields in the list or on See detail. This will redirect you to the merchant's profile, where you can find more details.

In the aggregator's profile, you can find the information that was available in the list at the time of the query.

By selecting the Visit groups button, you will be able to see the groups to which the merchant belongs.

Aggregator's Loans

In the second section, Aggregator's Loans, the user will find the total number of loans made by the aggregator within its operation and registered in the platform to date, as well as search filters, search button, download button and lists with information regarding the loans.

At the top are some filters that will allow you to make a better search.

Search Filter: Enter the aggregator ID, credit ID, customer ID or national ID to find the search information in the list.
Associated aggregators filter: You will be able to browse through the information of each of the aggregators that are downstream to the trade in which the user is located.
Date created filter: select a specific date or time period (days, weeks or months) to find the purchases made in that period. The filter has a drop-down to facilitate the search.
Base amount filter: enter a minimum and/or maximum amount to find all base amounts within this range.
Down Payment filter: enter a minimum and/or maximum amount to find all down payments belonging to this range.
Status Filter: Select the status to find the credits belonging to this group. The filter has a drop-down to facilitate the search.

The user can use one or more filters at a time. Once you have selected the filters you want to work with, click on the "Search" button to start the search.

The status filter has a drop-down menu. Click to display the status options and select the one you want to search for. Captured, Returned, Rejected.

The Date created filter has a drop-down to facilitate the search. Select the period you wish to search for (manually in the calendar or by using the preset options on the left), then click on the "Set Date" button to select the date.

List fields:

The fields with arrows on the side allow you to organize the information in ascending or descending order.

Aggregator loan ID: Unique identifier of a purchase made in a store
Aggregator ID: Unique identifier of a merchant on the platform.
National ID: Identifier of the user's document in the country of origin.
Customer ID: Unique identifier of the user on the platform
Customer name: Name captured in the user's onboarding process.
Status: Status of the purchase (Captured, returned and rejected)
Base amount: Capital value of the credit made by the aggregator
Down payment: Down payment value paid by user
Loan ID: Unique identifier of the credit issued for the sale made by the merchant
Date of creation: Date on which the loan was created

Payouts

In the section, Payouts, you will find the total number of payments per aggregator to date, search by aggregator ID, search filter by creation date, filter by associated merchant and the list with information regarding payments.

At the top you will find some filters that will allow you to make a better search.

Search Filter: Enter the aggregator ID, payment ID, aggregator name to find the search information in the list.
Associated aggregators filter: You can navigate through the information of each of the aggregators that are descendants of the merchant in which the user is located, this filter has a drop-down list with the associated merchants to facilitate your selection.
Date created filter: select a specific date or period (days, weeks or months) to find the purchases made in that period. The filter has a drop-down list to facilitate the search.

The user can use one or more filters at a time. Once you have selected the filters you want to work with, click on the "Search" button to start the search.

The Date created filter has a drop-down to facilitate the search. Select the period you wish to search for (manually in the calendar or by means of the preset options on the left), then click on the "Set Date" button to select the date.

Movements

In the third sub-section Movements, you will find the total number of trade movements and transactions to date, search by payment ID, search filter by date, filter by movement type, search button, download button and a list of payment information.

At the top you will find some filters that will allow you to make a better search.

Search Filter: Enter the aggregator or payment ID to find the search information in the list.
Associated aggregators filter: You will be able to browse through the information of each of the aggregators that are descendants of the merchant in which the user is located.
Date created filter: select a specific date or time period (days, weeks or months) to find the purchases made in that period. The filter has a drop-down to facilitate the search.
Filter Type: Select the type of transaction. The filter has a drop-down to facilitate the search.

The user can make use of one or more filters at a time. Once you have selected the filters you want to work with, click on the "Search" button to start the search.

The Type filter has a drop-down. Click on the right arrow to display the type options that apply to the movement and select the one you wish to search for. In (addition), Out (subtraction)

The Date created filter has a drop-down to facilitate the search. Select the period you wish to search for (manually in the calendar or by using the preset options on the left), then click on the "Set Date" button to select the date.

List fields:

The fields with arrows on the side allow you to organize the information in ascending or descending order.

Aggregator: Name of the merchant on the platform
Aggregator loan ID: Unique identifier of the purchase on the platform
Aggregator ID: Unique identifier of the merchant on the platform
Payout ID: Unique identifier of a settlement on the portal
Amount: Total amount of the purchase
Commission: Amount of commission to be deducted from the merchant (Depends on agreements between client and merchant)
Tax: Amount of tax applicable to the commission charged by the customer to the merchant.
Transaction amount: Net amount of the transaction that will be added or subtracted to the settlements.
Date Created: Date on which the transaction was made, either a purchase or a return.
Type: Indicates the type of transaction if it adds or subtracts to the merchant's settlement.

Aggregator Groups

In the Aggregator Groups section, you will find the total number of groups to date, a search bar by group name and the list of Aggregator groups. An Aggregator group is a grouping of merchants that allows the segmentation of offers.

This section shows all the groups that are currently created in the platform, by definition the Aggregator groups will be the way to segment the offers by trade for the end users, that is, the user of the administration portal will be able to choose which offers will be shown by trade.

At the top you will find a filter that will allow you to make a better search.

Filter Search: Enter the name of the group you want to find to see the information in the list.

If you want more detailed information you can click on any list field or on the See details option, in this way you will be directed to the group profile, where you can perform different actions such as: Delete group, edit group, edit commissions and tax, add trades, delete trades, add trades and delete trades. The only person authorized to perform these actions will be the Super Admin.

Group Profile

After clicking on the group, a screen with the profile of the selected group will be displayed, where you can see the merchants added and all the offers added with their respective settings.

Edit Values button: Selecting the "edit values" button will enable the commission field so that the user can adjust or change the value, the button will change to "Confirm" to save the applied changes.

Delete group: When you click on "Delete group" a pop up will appear where you will have to confirm if you are sure to delete the group, all the stores belonging to the group will remain in the "default" group. Only the Super admin user will be able to delete a group.

By clicking on the "Add or remove aggregator" option in the group profile, the following screen will be displayed, where the user will be able to add and remove merchants to the group.

The fields in the list that have arrows on the side will allow you to organize the information in ascending or descending order.

Merchant filters: In order to easily find the merchants to be added to the group, you have the ability to filter by two aspects that will facilitate the creation of the group, by aggregator name or aggregator ID.
Filter by MCC (Filter/Sort): This filter is important at the point where you do not know exactly the trade to be added you can filter by the category to which it belongs.

Actions:

Click to add merchant: The user must click on "add" to add a merchant, at this point it will disappear from the list and will be displayed in the box located at the top of the screen.

Aggregate Merchant: If you decide to change your mind about the aggregate merchant, you can click on the "X" next to the merchant's name to remove it from the ones it is currently part of.

Considerations:

You will not be able to continue without having at least one business added, in which case the system will not enable the "Confirm" button.
A store can never belong to more than one group simultaneously, whenever a store that already belongs to a group is added, it will be removed from the current group and transferred to the new one.

By clicking on "Add or remove offer" in the group profile, the following screen will be displayed, where the user can add or remove offers and configure the commissions of the offer to be added.

In order to find in a simple way the offers to be added to the group, you have the ability to filter by two aspects that will facilitate the creation of the group.

Filter Amount: An offer can be found by entering an expected credit amount, the filter will search for all offers where this amount does not exceed the limits of the configured range.
Number installments: An offer can be found by entering the number of installments, the filter will search for all offers that meet the requirement.

Actions:

New offers - Check box select offer: When you want to add an offer click on the check box and it will enable the "commissions" fields.
New offers - Commission field: The user must add the integer value of the percentage, i.e., if 10 is typed it means that the commission will be 10%.
Check box selected offer: If you want to change the decision on the added offer and you want to withdraw it, you must click on the check box and this will disable the offer, to confirm the decision a pop up will be displayed to confirm the decision.

Considerations:

You will not be able to continue without having at least one offer added, in this case the system will not enable the "Confirm" button.
You will not be able to continue if the "commission" field is empty or contains invalid data.
The commission value cannot be negative and cannot be greater than 100, otherwise the system will display an error.

Group creation

By selecting the "+Create new group" button you will be redirected to the screen where you can create a new group for the trade.

Default group: A default group is where you will find all the stores that have not been assigned to a previously created group.

If you still have stores in the default group, you can create new groups by clicking on the "Create new group" button to start the creation process, the only one who can create groups will be the "super admin" user.

Step 1: After clicking on the "Create new group" button, the following screen will be displayed with three fields to enter the necessary information: Group name, short description and long description. This first step is important to be able to differentiate and give context to the users who want to see the different groups. After filling in the fields the "Confirm" button will be activated to save the information.

Considerations:

Fill in all fields before proceeding
Do not exceed the maximum number of characters displayed on the screen.

Step 2: When selecting Confirm, the list of stores to add to the group will be displayed, as well as search filters by store, aggregator ID and filter by MMC ID code indicating the segment in which the store operates. Select the merchants with which you want to create the new group, the "continue" button will be activated when there are merchants in the selected merchant field to save the selection.

Considerations:

At least one merchant must be selected to continue.

Step 3: In the next screen you will see the available offers that you can select for the group, you can also configure your commission and search the offers with the filters of amount and number of installments, once you finish the configuration select the continue button at the bottom right of the screen, at the end of the list.

Actions:

Check box select offer: When you want to add an offer click on the check box and it will enable the "commissions" field.
Commissions field: you must add the whole value of the percentage, if you enter 10 it means that the commission will be 10%.

Considerations:

You will not be able to continue without having at least one offer added, in case you do not choose an offer, the "continue" button will not be enabled.
You will not be able to continue if the "commission" field is not filled in.
The commission value cannot be negative and cannot be greater than 100, the system will display an error if this parameter is not met.

Step 4: Once you finish the configuration and select the "continue" button the following message will be displayed indicating that the group was successfully created.

At this point, the group has been created and a small summary of the configurations made (number of stores and product name) is displayed.

Considerations: If before confirming the group cancels or leaves the platform, you will have to start the whole process again (the data will not be saved in each step).