Intermediary Profiles

Overview of Intermediary Profile Setup

DigiFi's platform allows you to add intermediaries (e.g. brokers, affiliates, dealers, retailers, contractors, etc.) and track their history with your company. Each application can include up to one intermediary (optional).

When you create your DigiFi account, we install a standard intermediary profile configuration. However, you can then modify the configuration to meet your needs, including managing the variables (i.e. data fields) saved for each intermediary as well as the visual layout of information.

To configure your own intermediary profile structure, navigate to Configuration > Intermediary Profiles.

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Intermediary Profile Sections

Your intermediary profile can include multiple sections to separate information in a logical way.

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For Example

If your intermediary profile will include basic information and commission details, you could make two sections:

• Basic Information with variables like "Intermediary Name" and "Intermediary Type".
• Commission Details with variables like "Intermediary Fee Type" and "Intermediary Fee Rate".

To add a new section, click the "+" button located below the bottom section. Please note that sections can be added downwards but not across.

Sections can be removed by clicking the 3-dots icon (in the top-right corner of the section) and then the "Remove Section" button.

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Intermediary Profile Variables

You can place variables in each section of the intermediary profile. Adding variables to the intermediary profile updates both the user interface display (i.e. how the profile looks) and the data structure (i.e. how the data that is saved).

To add a variable:

• Click the "Add Variable" button.
• A pane will appear on the right side of the screen.
• You can drag-and-drop variables into the intermediary profile.

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Variables can be placed in two columns and many rows within each section.

Only variables with names 
that start with “Intermediary” can be added to the intermediary profile. The user interface will automatically hide the word "Intermediary" for convenience.

Note: To update a specific variable (for example, to change a currency format or phone number format), navigate to the variables section and update it there.

Intermediary profile variables can be removed by hovering over the variable, clicking the 3-dots and then clicking "Remove Variable".

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Conditional Formatting

On your Intermediary Profile, you can set “Conditional Formatting” for each variable. This allows you to apply a color based on a variable’s value, to highlight it similarly to how formatting can be applied in Excel.

To add conditional formatting to a variable:

• Hover over the variable.
• Click on the 3-dots and select "Add Conditional Formatting".
• Set condition(s) using DigiFi's formula language to determine what highlight color will be applied to a variable if its value passes a condition. You can choose the color from the color picker or add a HEX color code. The condition must return TRUE (boolean) or "true" (string) to pass and highlight the variable.
• Optionally you can click on a toggle and add a highlight color if all conditions fail.

You can edit or remove the conditional formatting by clicking the 3-dots and selecting "Edit Conditional Formatting" or "Remove Conditional Formatting".

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Managing Required Fields

On your intermediary profile, you can choose which variables are required and optional. Required variables are indicated by the red asterisk beside the name of the variable.

Intermediary profile variables can be made "required" by hovering over them, clicking the 3-dots and then clicking "Make Field Required". It will then receive a red asterisk to indicate the change. You can repeat the same process to remove the requirement.

Required Variable Example

Optional Variable Example

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Variable Display Conditions

On your intermediary profile, you can set "Display Conditions" for each variable. This allows you to hide a variable unless a condition passes (in which case the variable will be displayed).

To add a display condition to a variable:

• Hover over the variable.
• Click on the 3-dots and select "Add Display Condition".
• This will let you set a condition using DigiFi's formula language to determine whether the variable should display. The condition must return TRUE (boolean) or "true" (string) to pass and display the variable.

You can edit or remove the display condition by clicking the 3-dots and selecting "Edit Display Condition" or "Remove Display Condition".

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Duplicating Data to Applications

When new applications are created, the data from the intermediary profile is automatically duplicated onto the application. This ensures that historical application data is preserved if changes are made to the intermediary profile.