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TFS Release Notes
TFS Release Notes
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The Finance Shop version 13 introduced a new portal for submitting applications using the Insula Perspective Gateway. 
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We have been working directly with Macquarie enabling us to support their new web submission service.


Info

See this article for detailed information on submitting to Macquarie.


To use the new service you will need to do enter the following .

Add the new external system credentials

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In changes in TFS Administration;

  • Select Security / User.
  • Click on the User Group of the user whose credentials you are going to add.
  • Click on the relevant user.
  • Click on Edit.
  • Click on External Systems,
  • Select New.
  • Select Maclease - Macquarie Apigee Online Application System.
  • Enter the User Name  for the Macquarie Apigee system
  • Enter the Password for the Macquarie Apigee system
  • Click Ok.

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    TFS Admin - Macquarie Apigee Settings
    TFS Admin - Macquarie Apigee Settings
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    Supported Applicant/Application Types

    The following types of applicants and application types are supported through the Macquarie Apigee system.

    Note

    The finance types that are not available are a limitation of the Macquarie system that only accepts electronic submission of their most common application types.


    Applicant Type

    Supports

    Chattel

    SSA

    Supports
    Leases
    RentalsSupports Novated LeasesNOTES
    Individual applicantsYNot Available Y

    Mandatory for finance

    _

    type

    “CONSUMER_LOAN” and “NOVATED_LEASE” and optional for “finance_type” “CHATTEL_MORTGAGE”

    Novated Lease and optional for finance type SSA. Can be used for co-applicant or co-borrower spouse as well.

    Maximum 2 individual applicants for each application. 

    For

    CHATTEL_MORTGAGE”

    SSA when the applicant is of the type

    “individual_applicant”

    individual applican” only 1 individual applicant is allowed for the application

    Company applicantY
    N
    Not Available NOnly applicable when
    “finance_type” = “CHATTEL_MORTGAGE”.
    finance type is SSA
    Trust applicantY
    N
    Not Available NOnly applicable when
    “finance_type” = “CHATTEL_MORTGAGE”.
    finance type is SSA
    PartnershipY
    N
    Not Available NOnly applicable when
    “finance_type” = “CHATTEL_MORTGAGE”.
    finance type is SSA