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Feature #251

open

Epic #245: 3. EPIC Migration

3.6 Broker Documents & Attachments

Added by Dheeraj Kumar about 2 months ago. Updated about 1 month ago.

Status:
New
Priority:
Normal
Assignee:
-
Start date:
12/19/2025
Due date:
% Done:

0%

Description

In FCIF Portal, Broker Documents section is available on Edit Broker Details page.

We are transferring these documents as well as any emails that are being sent to client to EPIC
In EPIC, Documents for brokers are available in the Attachments section of the Broker profile. This section stores all broker-related documentation, including reminders, email attachments, and uploaded compliance or reference files.

Files

clipboard-202512191800-ngjte.png (707 KB) clipboard-202512191800-ngjte.png Dheeraj Kumar, 12/19/2025 01:30 PM
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 #1

Updated by Dheeraj Kumar about 2 months ago

  • Subject changed from 3.6 to 3.6 Broker Documents & Attachments
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 #2

Updated by Deeksha Singh about 2 months ago

  • Description updated (diff)
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 #3

Updated by Deeksha Singh about 2 months ago

  • Description updated (diff)
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 #4

Updated by Dheeraj Kumar about 1 month ago

  • Status changed from Archieve to New
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