FIS Process Flows

Create New Fund

End-to-end operating flow from fund incorporation in ViewPoint through automated transfer and PCS data completion. All dependencies are sequential across the five steps.

1 Manual

Incorporate fund and company

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System: ViewPoint
User: Corporate Services Maker
Dependency: Start

2 Manual

Due diligence

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System: ViewPoint
User: Corporate Services Maker
Dependency: Step 1

3 Manual

Approve ViewPoint fund setup

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System: ViewPoint
User: Corporate Services Checker
Dependency: Step 2

4 Automated

Transfer fund details to PCS

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System: Transfer API
User: n/a
Dependency: Step 3

5 Manual

Complete PCS fund data

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System: PCS
User: Fund Admin Team
Dependency: Step 4

Step 1 of 5

Process Data

Step	Description	Mode	System	User Type	Organisation	Depends On
1	Incorporate fund and company	Manual	ViewPoint	Corporate Services Maker	Ascentium
2	Due diligence	Manual	ViewPoint	Corporate Services Maker	Ascentium	1
3	Approve ViewPoint fund setup	Manual	ViewPoint	Corporate Services Checker	Ascentium	2
4	Transfer fund details to PCS	Automated	Transfer API	n/a	Ascentium	3
5	Complete PCS fund data	Manual	PCS	Fund Admin Team	Ascentium	4

Control Ownership

Corporate Services Maker owns the setup preparation: incorporation and due diligence in ViewPoint.

Corporate Services Checker approves the ViewPoint fund setup before data moves downstream.

Fund Admin Team completes the fund record in PCS after the automated transfer.

System Progression

ViewPoint Steps 1-3

Transfer API Step 4

PCS Step 5

Key handoff: Step 4 is the only automated step. It depends on checker approval in ViewPoint and enables manual completion in PCS.