20. FCP Financials Overview

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20. FCP Financials Overview

FCP Financials Overview

Guidance on reviewing life-to date funds and claims at UMR, Year of Account, Syndicate, and Funding Account Currency level to support reconciliations:

FCP Financials Overview Report Guide.pdf

FrontOfficeRecs SyndicateNumber Month.xlsx

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FCP Training Modules

1. FCP – Introduction

2. FCP – Onboarding to Vitesse

3. FCP – New placement or Renewal of a binder

4. FCP – Transfer of active binders

5. FCP – Payments to beneficiaries

6. FCP – Replenishment

7. FCP – Reconcile BDX to Vitesse cash payments

8. FCP – Submit BDX to ECF

9. FCP – Reconcile MA signings to Vitesse funding activity

10. FCP – Refunds and Recoveries

11. FCP – Back Office Matching

12. FCP – Syndicate Reporting

13. FCP – MAS Reporting Guide

14. FCP – Funding Account Liquidity

15. FCP – Funding Account Returns Report

16. FCP – Incorrect Cash Payments

17. FCP – Account Application

18. FCP – Managing Stored Recipients in MAS

19. FCP Properties (Account Metadata)

21. FCP Payment Limits

22. FCP Returns Credit Processing in ARCS

23. FCP Insufficient Funds for Payment Requests

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