Vijay Iyengar, Design Analyst
At Cleardocs we are constantly looking to simplify processes and improve the services we provide to our customers.
At Cleardocs we are constantly looking to simplify processes and improve the services we provide to our customers.
In mid September 2014, the Cleardocs platform integrated with the existing Macquarie CMA service.
This software integration provides pre-population and electronic submission of the Macquarie
CMA (Cash Management Account) application - an important time saving activity for our
professional users.
Cleardocs users can initiate the Macquarie CMA process with
two of our SMSF products.
Users can opt to initiate an application for their Macquarie
CMA directly when completing an order.
If you do not have a “Macquarie Company Code” or hold an
AFSL, a CMA application will be submitted to Macquarie in the form of an
“Expression of Interest”, upon which Macquarie will send an email to applicants
to finalise the application. If you hold a valid AFSL, then you will be
directed to the Macquarie website to finalize their application.
Once you complete your Cleardocs payment, you can submit a
CMA application to Macquarie by entering ESI credentials.
ESI credentials are comprised of an authentication code
paired with an authentication password issued by the Macquarie Adviser Services
(MAS) to Macquarie website users. It is
used by external systems to authenticate when using ESI services on behalf of a
user. An ESI configuration on
the MAS website is essential to be set up by the user, in person, before
initiating a CMA application through Cleardocs.
GETTING ESI
CREDENTIALS FROM MACQUARIE
On the MAS
website in the “ESI setup” screen, click on the link to generate authentication
details. A screen prompting for the Macquarie Access Code( MAC) to authorize
the setup is shown.
An
authentication code and password are generated and displayed. Record this in a
secure location. All subsequent web service calls from Cleardocs will use them
to authenticate.
These
details are valid only for a year. They will expire thereafter and no longer be
usable with Cleardocs.
SECURITY
We care
about the security of your data, and security has been a high priority in the software
development process. We are proud that we are fully compliant with Macquarie
security requirements and have taken all the necessary measures to keep your
data safe.
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