Funds Administration

IC Members

This functionality is specifically for SRI

IC Members panel captures details of internal team members associated with the deal. The details included are:

  • Name: Name of the member.
  • Email id: Email ID of the member.
  • Start date: Start date of being a part of the Investment Committee.
  • End Date: End date of being a part of the Investment Committee.

To manage IC Member details, follow the below steps:

1. Click on Add button in the top right corner of the panel.


2. Update the details, and click the Check button from Actions column to save. 


3. Click on the Edit or Delete icon to make changes.


4. To view member history, click on the View History icon () in the Actions column. The IC Members View History window is displayed.


5. To view the deleted record history, click on the Deleted Record History button in the top right corner of the panel.


The IC Members Deleted Record History window is displayed.