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Merge pull request #990 from codatio/fix/removing-checkboxes
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Removing checkboxes
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pzaichkina authored Feb 1, 2024
2 parents 1750679 + 01dcf42 commit e17e7a7
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Expand Up @@ -6,15 +6,15 @@ sidebar_label: Install the connector

:::info QuickBooks Desktop installation checklist

<input type="checkbox" unchecked/> <b>Check version is supported</b>
<b>Check version is supported</b>

Your customer needs to be running a supported version of QuickBooks Desktop Pro, Enterprise or Professional. QuickBooks for Mac is not supported.

<input type="checkbox" unchecked/> <b>Check operating system requirements</b>
<b>Check operating system requirements</b>

The connector works on Windows 10, Windows 11, and Windows Server 2019, and may not work correctly on earlier versions of Windows. Your customer will need administrator permissions on your computer to complete the installation.

<input type="checkbox" unchecked/> <b>Consider antivirus and firewall</b>
<b>Consider antivirus and firewall</b>

The user's local antivirus or firewall settings may prevent the download and running of the connector. To resolve, you need to allowlist the connector.

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Original file line number Diff line number Diff line change
Expand Up @@ -6,15 +6,15 @@ sidebar_label: Install the connector

:::info QuickBooks Desktop installation checklist

<input type="checkbox" unchecked/> <b>Check version is supported</b>
<b>Check version is supported</b>

Your customer needs to be running a supported version of QuickBooks Desktop Pro, Enterprise or Professional. QuickBooks for Mac is not supported.

<input type="checkbox" unchecked/> <b>Check operating system requirements</b>
<b>Check operating system requirements</b>

The connector works on Windows 10, Windows 11, and Windows Server 2019, and may not work correctly on earlier versions of Windows. Your customer will need administrator permissions on your computer to complete the installation.

<input type="checkbox" unchecked/> <b>Consider antivirus and firewall</b>
<b>Consider antivirus and firewall</b>

The user's local antivirus or firewall settings may prevent the download and running of the connector. To resolve, you need to allowlist the connector.

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10 changes: 5 additions & 5 deletions docs/lending/guides/invoice-finance/inv-fin-decision.md
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Expand Up @@ -10,7 +10,7 @@ sidebar_label: "App's decisioning logic"
* Review how we assess the risk associated with customers and invoices,
* See how the app makes a decision based on that data.

### <input type="checkbox" unchecked/> Fetch unpaid invoices and associated data
### Fetch unpaid invoices and associated data

After the app is notified by the webhook that invoice and customer syncs are complete, it fetches a filtered invoice list that we could potentially lend against.

Expand All @@ -24,7 +24,7 @@ From this data set, we pick up a list of unique customer Ids (`customerRef.id`)

Finally, we fetch all paid invoices for each of these customers to assess their previous payment behavior. After this, we are ready to perform the risk assessment.

### <input type="checkbox" unchecked/> Assess risk for each customer
### Assess risk for each customer

To perform the risk assessment of customers, we calculate the measure of **customer concentration**. This is the percentage of the applicant's revenue that comes from a single customer.

Expand All @@ -43,7 +43,7 @@ In our demo, we also exclude any customers that fit the criteria below, meaning
- Customer `registrationNo` is null, thus excluding sole traders, and
- Number of paid invoices is less than 2, thus lowering the risk based on past behavior.

### <input type="checkbox" unchecked/> Assess risk for each invoice
### Assess risk for each invoice

For each remaining invoice, we calculate the following:

Expand All @@ -59,7 +59,7 @@ Charge rate = 5 - (4 * Ratio), where Ratio is the Time left to pay rate between

:::

### <input type="checkbox" unchecked/> Return a decision array
### Return a decision array

Finally, we are ready to return a decision array to the applicant. It shows them which invoices we agree to lend against, and under what terms and conditions. The array can be obtained by calling the `GET applications/{applicationId}` endpoint.

Expand All @@ -78,7 +78,7 @@ Finally, we are ready to return a decision array to the applicant. It shows them
}
```

### <input type="checkbox" unchecked/> Access additional resources
### Access additional resources

🗝️ You may want to enhance this simple working guide with some UI elements - why not use [Embedded Link](/auth-flow/authorize-embedded-link) to seamlessly include our authorization journey into your app?

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6 changes: 3 additions & 3 deletions docs/lending/guides/invoice-finance/setting-up.md
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Expand Up @@ -14,7 +14,7 @@ import TabItem from "@theme/TabItem";
* Set up your local environment
* Run the demo app

### <input type="checkbox" unchecked/> Create a Codat account
### Create a Codat account

We provide a [free account](https://signup.codat.io/) that lets you explore and test our APIs and other products. It also comes equipped with a sample company. When you start working on your own invoice financing solution, you may want to explore our other [plans](https://www.codat.io/plans/).

Expand Down Expand Up @@ -114,11 +114,11 @@ The other directory in the repository, `Codat.Demos.InvoiceFinancing.Api.Tests`,
├──CustomerRiskAssessor.cs // Handles the assessment of a customer's risk
└──InvoiceFinanceAssessor.cs // Handles the assessment of an eligible invoice
```
### <input type="checkbox" unchecked/> Set your API key
### Set your API key
In the [Developers](https://app.codat.io/developers/api-keys) section of the Codat Portal, copy your API key from the **API key** column **(not the auth header)**. You can click **Create another API key** if one wasn't automatically generated for you. In the `Codat.Demos.InvoiceFinancing.Api` directory, edit the `appsettings.json` file and enter the API key you just copied as the `CodatApiKey`.

### <input type="checkbox" unchecked/> Run the app
### Run the app

<Tabs>
<TabItem value="cmd" label="Command line">
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6 changes: 3 additions & 3 deletions docs/lending/guides/loan-qualification/setting-up.md
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Expand Up @@ -15,7 +15,7 @@ import TabItem from "@theme/TabItem";
* Set up your local environment
* Run the demo app

### <input type="checkbox" unchecked/> Create a Codat account
### Create a Codat account

We provide a [free trial](https://signup.codat.io/) that lets you discover our APIs and other products, including Lending. It also comes equipped with a sample company. When you start working on your own loan qualification solution, you may want to explore our other [plans](https://www.codat.io/plans/).

Expand Down Expand Up @@ -118,11 +118,11 @@ Note that the other directory in the repository, `Codat.Demos.Underwriting.Api.T
├──ApplicationStore.cs // Handles creating and storing the loan application in-memory
└──LoanUnderwriter.cs // Decision process method for the underwriting model used in the demo
```
### <input type="checkbox" unchecked/> Set your API key
### Set your API key
In the [Developers](https://app.codat.io/developers/api-keys) section of the Codat Portal, copy your API key from the **API key** column **(not the auth header)**. You can click **Create another API key** if one wasn't automatically generated for you. In the `Codat.Demos.Underwriting.Api\` directory, edit the `appsettings.json` file and enter the API key you just copied as the `CodatApiKey`.
### <input type="checkbox" unchecked/> Run the app
### Run the app
<Tabs>
<TabItem value="cmd" label="Command line">
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6 changes: 3 additions & 3 deletions docs/lending/guides/loan-qualification/uw-decision.md
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Expand Up @@ -10,7 +10,7 @@ sidebar_label: "App's decisioning logic"
* Understand how we fetch the required data,
* See how the app makes a decision based on that data.

### <input type="checkbox" unchecked/> Review the app's decisioning logic
### Review the app's decisioning logic

Each lender usually has their own set of data points they use to review an application.

Expand Down Expand Up @@ -48,7 +48,7 @@ Its threshold is maintained as `MaxGearingRatio` in `appsettings.json`. In the d

</Tabs>

### <input type="checkbox" unchecked/> Understand how we generate an automatic decision
### Understand how we generate an automatic decision

Once the demo app fetches the data, it uses the results to calculate the data points we use in our loan qualification model: gross profit margin, revenue, and gearing ratio. In the loan qualification industry, there are other models and data points that can be used to make a decision. The selection depends on the needs of your business.

Expand All @@ -60,7 +60,7 @@ The [LoanUnderwriter](https://github.com/codatio/demo-loan-qualification/blob/ma

Only if all the thresholds are met or surpassed by the applicant, the app updates the loan request automatically with an _Accepted_ status. Otherwise, the application is updated with a _Rejected_ status. The app also caters for a scenario of programmatic errors that means a decision could not be made with a _UnderwritingFailure_ status.

### <input type="checkbox" unchecked/> Access additional resources
### Access additional resources

🗝️ You may want to enhance this simple working guide with some UI elements - why not use [Embedded Link](https://docs.codat.io/auth-flow/authorize-embedded-link) to seamlessly include our authorization journey into your app?

Expand Down

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