Module 2

Login & Navigation

RiskSpan Edge Training Program

Learning Objectives

By the end of this module, you will be able to:

Access the Edge platform
Navigate between modules
Use common UI elements
Find help and support resources

Accessing Edge

Login Requirements

URL

Provided by your administrator

                            Credentials
                            Username (typically email address)
Password

                        

Browser Requirements

Browser	Status
Chrome	Recommended
Firefox	Supported
Edge	Supported
Safari	Supported

Main Dashboard

After Login - What You'll See

Left Pane

Module Navigation

Lists all available modules
Click module name to navigate

                            Top Bar
                            User settings
Help access
Logout option

                        

                            Main Content Area
                            Displays current module content
Changes based on selected module

                        

Screenshot: Main Dashboard

Video timestamp: 0:30-1:00

Module Navigation

Available Modules

Located in the left pane:

Module	Function
Historical Performance	CPR/CDR analysis
Portfolio	Manage portfolios
Scenario Library	Create scenarios
Data Library	Market data access
Loans	Upload loan data
MSR	MSR cash flow analysis

To Navigate: Simply click the module name

Common UI Elements

The Hamburger Menu

The three horizontal lines icon appears throughout Edge.

                            What It Provides
                            Pin Columns (Left, Right, No Pin)
Autosize This Column
Autosize All Columns
Group by [Attribute Name]
Reset Columns

                        

Hamburger Menu Icon

Filtering Data

Filter Options

Available in most data grids:

Filter Type	Use Case
Contains	Partial text match
Does not Contain	Exclude partial match
Equals	Exact match
Not Equal	Exclude exact match
Starts with	Beginning of text
Ends with	End of text
Blank / Not Blank	Empty or non-empty values

Combining Filters: Use AND/OR operators

Column Management

Customizing Your View

                            Show/Hide Columns
                            Click hamburger menu
Select "Columns" section
Check/uncheck column names

                        

Reorder Columns

Drag column headers to new position

                            Resize Columns
                            Drag column border
Or use "Autosize" option

                        

Save Your Layout

Use Save Options to preserve settings for future sessions

Getting Help

Support Resources

                            Within Edge
                            Tooltips on hover
Help documentation links

                        

                            RiskSpan Support
                            Email: techsupport@riskspan.com
Freshdesk ticket system
Knowledge Base articles

                        

                            When to Contact Support
                            System errors or outages
Data questions
Feature requests
Access issues

                        

Keyboard Shortcuts

Work Faster

Shortcut	Action
`Ctrl+C`	Copy selected data
`Ctrl+V`	Paste data
`Ctrl+A`	Select all
`Tab`	Move to next field
`Enter`	Confirm/Submit

Note: Standard browser shortcuts also apply

Module 2 Summary

Key Takeaways

Access Edge via web browser with your credentials
Left pane contains module navigation
Hamburger menu provides column and filter options
Filter types include Contains, Equals, Starts with, etc.
Save layouts to preserve your customizations
Contact support via email or Freshdesk

Next Module

Module 3: Historical Performance - Analyze prepayment and default trends