Plans
On this page, you can view a list of savings plans that are created for clients after they subscribe to savings programs.
General information
The following information is provided about each plan:
ID
The plan identifier.
Status
The plan status.
Strategy
The savings strategy:
Fixed— a fixed interest rateFlexible— a flexible interest rate
Preset
The identifier of a preset containing settings of the savings program to which a client subscribed.
Click the identifier to navigate to the preset details page and view the program settings.
Client
The client identifier.
Click the identifier to navigate to the client details page and view information about the client.
Wallet account number
The identifier of a client wallet to which earned interest is paid.
Details
The essential settings (such as the currency, investment amount, admission fee, and cancellation penalty) of the savings program to which a client subscribed.
Created
The date and time when a client subscribed to a savings program.
Details
On the details page, you can view settings of the savings program to which a client subscribed. Additionally, a list of interest payments is displayed.
For Fixed strategies, the payments list includes scheduled payments as well as payments that have been already made to a client wallet.
For Flexible strategies the list displays only payments made to a client.
The following information is provided about each interest payment:
ID
The identifier of a payment transaction.
Amount
The interest amount.
Due date Applicable only for Fixed strategies
The date and time when a payment is scheduled to be made.
Status
The payment status:
Scheduled— indicates that a payment is scheduled but hasn’t yet been madePaid— indicates that a payment has been made to a clientCancelled— indicates that a payment was cancelled because the client decided to withdraw the investment amount before the end of the plan length (forFixedstrategies) or before the end of the penalty period (forFlexiblestrategies).
Paid date
Only for interest payments to which the Paid status is assigned.
The date and time when interest was paid to a client.
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