Marketplace: Module Templates

Module templates are reusable, module-based blueprints that you can incorporate into larger applications. For example, building a fully-functioning account onboarding process using the Client Information, Fund Selection, and Investment Preferences templates.

Client Information Template

Use this template to configure an account onboarding process that gathers end-user information for individual and joint accounts.

Data Model and CRUD Template

Use this template to configure a simple CRUD application to create, update, read, and delete end-user information.

Fund Selection Template

Combine this template with the Client Information template to manage fund selections in an account onboarding process.

Investment Preferences Template

Combine this template with the Client Information and Fund Selection template to manage investment choices in an account onboarding process.

Status Blueprint Accelerator Template

Use this template to create and manage a case management system.

TIP  To learn more about creating and promoting Status Blueprints, see the How-to Guides: Marketplace section of our How-to Guides.

User Registration and Management Template — User Guide

Use this template to set up an administrator application to manage user accounts.

User Registration and Management Template — Configuration Guide

Use this template to set up a fully-functioning user registration and management system.