Fund Center

Creating a Fund Center instance

35 views October 10, 2018 Leandi Kolver 0

To create a Fund Center instance for a client in Kurtosys, complete the following steps:

  1. Login to Kurtosys as a Client Admin and navigate to InvestorPress.
  2. (Optional) Select Kurtosys Apps from the section menu to view the template applications available. You may select a template to view (read-only) the default settings.
  3. Select Active Applications from the section menu, then click + in the top bar to create a new Application Instance.

App Configuration

Choose Template Application (default selection) from the large split-button at the top of the page. Complete the form as follows then click Save.

Application Template: 

Select Document Library

Name: 

Name your application. Be careful since the name cannot be changed via the UI once the app has been created.

Description: 

A description for your application.

Cookie Domain: 

The cookie domain should be the domain where your application will be served from. This enables the application to set a cookie on successful login.

If you intend to use the application with its app manager url (for example: https://api.fundpress.io/ applicationManager/apps/xxxxxxxx-xxxx-xxxx-xxxx- xxxxxxxxxxxx) then the cookie domain should be set to ***fundpress.io***.

If the application app manager url has been mapped to an internal development/staging domain or the clients’ production domain, then use that domain (for example, clientportal-dev.kurtosysweb.com, clientportal. someclient.com).

No http(s):// prefix is required for the cookie domain.

Application Domain:

The application domain should be the URL where your application will be served from. This is primarily used in email templates where we link back to the Fund Center for reset password, register etc.

If you intend to use the application with its app manager URL, then use the full URL (for example, https://api.fundpress.io/applicationManager/apps/ xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx).

Please note, you must partially complete this field at first, since the application GUID will not be created until the new appplication is saved.

If the application app manager URL has been mapped to an internal development/staging domain or the clients’ production domain, then use that domain (for example, https://clientportal-dev.kurtosysweb.com, https://clientportal.someclient.com).

Domain URLs should NOT include a trailing slash.

Sender email address:

The from email address used by the application manager service when sending out emails, for example when registering users.

Template Styles

Template Styles displays groupings of style options for the Fund Center.

Styles fall into 3 types:

  1. Global

Styles that make up the base ‘theme’ used throughout the application.

Breakpoints, Space, Line Height, Font Size, Icon Size, Font Weight, Font Family, Radii, Color, Z Index, Shadow

  1. Components

Styles for specific components in the application.

  1. Other

Styles without any group set.

Usage

Styles can be text or numbers, multi-value text or numbers, or color pickers depending on how they have been setup in the application template.

Style options generally correspond to CSS properties, so a knowlege of CSS is recommended in order to set values correctly.

For example:

  • fontFamily settings would be a comma separated list of font names.
  • padding would be an number and unit such as 10px or 1em.

Responsive Styles

Multi-value component styles (arrays) are handled by the Fund Center application as responsive styles. Values are used in conjunction with breakpoints (see Global styles). Each value is applied at the breakpoints in order from smallest to biggest in a “mobile first” manor.

Example:

Given padding = [“10px”, “20px”, “30px”], and breakpoints “40em”, “52em”, “64em”:

  • 10px applies to viewport widths 0 to 40em
  • 20px applies to viewport widths 40em to 52em
  • 30px applies to viewport widths 52em to 64em (and over since it is the largest breakpoint)

We may not know ahead of time which component styles values should be responsive. So instead of having to redefine an application template style as an array we can use a pipe character “|” as a delimiter on text values which are then converted to an array by the application.

Example: padding = “10px|20px|30px”

Template Configuration

Template configuration is used to control various features and components of Fund Center.

API Token

An API user permanent token must be specified in the provided field. This is used to request content from modules in the Kurtosys App.

Assets

Fund Center has several assets described below which can be overridden to customise the application.

Assets can be overridden by an asset of any other name or type. For example, you may use MyBoldFont.woff to override HeaderFont.ttf, or MyBackground.jpg to override LoginBackground.svg.

Application Config file

The appConfig.json is used to configure the entire Fund Center.

See appConfig.json section for more detail.

Fonts

  • ttf
  • ttf

The application includes @font-face rules for these fonts using the following names:

  • BodyFont
  • HeaderFont

You can use these font names in any style configuration for fontFamily.

Images

  • CheckboxIcon.svg
  • CheckboxMarkedIcon.svg
  • DownloadIcon.svg
  • SearchIcon.svg

Email Templates

Kurtosys allows you to customise HTML email templates for an application instance.

You may use dynamic placeholders within the templates and subject line, such as {{userName}} and {{clientName}}, which are populated by the system when emails are sent.

The available templates are:

  • Account Locked
  • New Account
  • Password Reset
  • Password Reset Success
  • Saved Search Alert
  • Username Request

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