Frequently Asked Questions about iMX

If you run a financial business and want to benefit from our unequalled all-in-one solution iMX, we encourage you to read through the following Product and Technical frequently asked questions. Browse through these FAQs to find the answers to commonly raised questions:

Frequently Asked Questions about iMX

iMX is developed by CODIX.

CODIX upholds the highest standards in quality, security, data protection, and sustainability through its ISO 9001 and ISO/IEC 27001 certifications, TISAX and GDPR compliance, and strong ESG commitments – learn more on our Trust & Compliance page.

Furthermore, CODIX project management methodology is inherited from the Project Management Institute (PMI) methodology and adjusted to the specific context of software package implementation.

CODIX’s technology is geared towards providing a completely stable and scalable business software package, and yet it offers our customers the maximum level of flexibility in the usage and customization of the system as well as full integration with their IT landscape.

There are different levels of customization according to the Client’s specific needs:

  • Setting up an Expert System unconstrained by the nature or the number of its management rules. During the customization phase, this default set is reviewed and amended to tailor the procedures to the Client governance, the local market practices, etc.
  • CODIX technologies enable the handling of any information both on involved parties and on case/account document levels. The large library of available screens helps meet most needs and can also be tailored to meet client’s specific requirements. Our reliable and stable technologies ensure scalability from thousands to several millions of cases within a fully secure management environment.
  • The standard data formats supplied by CODIX meet the requirements for data exchange between iMX and the rest of the information systems. The inter-connection with other systems (such as general accountancy systems, credit insurers EDIs, SWIFT/SEPA, etc.) is made via all possible protocols and methods. However, a tailor-made “data injector” may be needed as part of the iMX integration.
  • The iMX Plug & Play solution runs on a «Thin Client» model requiring only a web browser on the users’ workstations. All the tools the user needs are integrated in a unique user interface: text processing, fax, images, e-mail and telephony, SMS. The Plug & Play option comes with a set of standard activity reports which may be adjusted and additional ones may be added as part of the customization.

iMX Extranet offers a full portfolio management, but can also be used for buyer or any kind of third parties – collection agencies, lawyers, co-factors, etc.

The supplier does have an access to its portfolio and to relative aged balance in real time and does also have access to Excel reports available for downloading. Any existing reports could be configured as to be available for the customer download.

The Extranet portal provides various options for the user, such as document uploads, review of the portfolio with ageing details, creation of financing payment requests, on-line creation of new debtors, live chat with the intranet iMX application, data upload, review of client statements, declaration of disputes, access to the history of client/debtor cases. Through the self-care portal INTERNET DB debtors can proceed their obligations themselves. The available options and the look of the portal can be personalized via its administration tool.

iMX Extranet also offers a data file format mapping engine and its corresponding data file exchange capability, very convenient to provide different file format to different customers and maintain all that independently of CODIX.

For Web access, so for not dedicated users through Extranet module, any major browser is supported: Internet Explorer, Firefox, Chrome, etc. The client access takes place via web application (Extranet portal) via username and password or can be integrated using SSO to the existing bank portal.

Yes, iMX offers mobile application access to the pages that make sense to be accessed via mobile app, via responsive design and dedicated small device pages. Its purpose is to enable users to access their tasks, agenda and messages while on the road, capture status/payment updates and upload pictures. It also allows Clients to check their account summary (especially availability) and request funding.

There is a constant enrichment of iMX features set, making any enhancement immediately available for our Clients – the realization cycle is 2-3 months and a long-term roadmap on features is applicable only exceptionally.

Like any previous version, the new iMX Version 10 is the result of several years of improvements of the iMX solution, with up-to-date technical components.

What is new in iMX V10?

iMX V10 brings a fully modernized user experience and a brand-new technical foundation. All screens have been rebuilt on Spring and Angular, replacing Oracle Forms entirely. As a result, users no longer need any local Java installation – a browser is all that’s required. The platform now communicates with the backend exclusively via REST APIs, delivering a faster, lighter, and more responsive application.

V10 introduces a fresh visual design and streamlined navigation, giving users one-click access to all menus and significantly improving productivity. A new dynamic search engine and quick-access optimization make everyday operations faster and more intuitive.

Administrators gain powerful new tools such as the Screens Designer, enabling effortless configuration of fields, buttons, tabs, and cards – so every screen shows exactly what each team needs. Contract screens are now fully customizable, putting parameters and tabs under client control. The redesigned All Tasks area centralizes daily activities in one clear dashboard.

Additional enhancements include an intuitive user access management interface and a Theme Editor for easy UI customization.

Overall, iMX V10 is more modern, simpler to use, easier to deploy, and significantly more flexible, delivering a clean, efficient experience for both users and administrators.

iMX is natively multi-lingual on the same instance and delivered with its translation tool which the Client can use to customize the provided translation. So, any application label can be modified in any language by the CODIX’s clients.

Adding an additional language takes between 1 and 2 months depending on the language, this being done on CODIX charge. Any label in any language can be maintained/modified by the CODIX' client directly through the translation tool delivered with iMX, overwriting so the CODIX standard translation. Languages could differ per Business Unit, internal user, external user and communication channels (letters, mails, etc.), any communication being generated in the language of the recepient.

iMX is a multi-currency solution. All events/transactions are stored in 4 currencies in the system: the event currency, the related case/account currency, if collection handled for external entities/creditors – the Client invoicing currency (invoicing of the collection services provided), and the company currency (for accountancy, and global reporting).

Furthermore, specific tables are used to store all the currency exchange rates/late interest rates. This information can be updated automatically (thanks to an interface) or manually, the rate used being stored on event level.

iMX is multi-user business-unit system, supporting internal and external users. The users of the internal application, as well as the external one, are attached to pre-defined groups. By user, either directly or via profiles, it is defined if the user can access any transaction in “read” or “read/write” mode.

There can be unlimited number of them – by Buyer or Supplier, by type of product, by contract, etc. Upon activation of the users they inherit the rights of the pre-defined group, which could always be amended.

CODIX offers various support options, ranging from the regular Client business hours to 24/7 coverage.

Yes. The Business and Training Department is the largest unit in CODIX. The trainings and documentations are part of CODIX’s support model and product lifecycle. Besides, online help is available for all iMX modules.

CODIX doesn't manage directly customer Data.

However, CODIX provides all the tools and functionalities in order to help and support our client Data Officer.

All 3 GDPR pilars are respected:

1. Security of personal data:

  • Access of personal data under authorization by transaction and defined by profile of users.
  • Data masking (a data is replaced by ‘*****’) on a list of particular data and setting to authorize or not a user to see ‘real’ data or ‘****’

2. Right to forget:

  • After product management ends, automatic processing for archiving, by batch – after a defined period – and anonymization of all personal data of a client: depersonalization.
  • On demand (during penal cases, after identity theft, client can ask that his personal data are suppressed from the system: on demand depersonalization on dedicated processes)

3. Exchange flows with personal data:

  • Secure electronically exchange flow of information (interfaces) which contain personal data.
  • Access right on client demand:
    List of personal data present in iMX is accessible on demand at any moment.
    List of personal data management during a period accessible on demand at any moment: any reminder, information, modification of personal data, scoring calculation base on personal data is considered as personal data management. There is a possibility to mark a prospect in order to exclude him from electronic communication (on demand).

Encryption is optional and can be managed through Oracle TDE functionality.

iMX can be hosted on-premises by our clients or through any external hosting provider.

When delivered as a SaaS/PaaS solution, iMX is hosted on Oracle Cloud Infrastructure (OCI), where CODIX’s proven support and maintenance framework, along with Oracle’s XX, XX, XX certifications, ensures operations fully comply with applicable standards such as GDPR, DORA, SOX, and others.

System provides the following back-up methods:

  • Daily back-up
  • Back-up at any time
  • Full back-up
  • Incremental back-up.

As UNIX servers are used, along with Oracle products, any back-up tool compatible can be used, usually for off-site backup.

Contact Information


+33(4)89 87 77 77 info@codix.eu
Immeuble Le Carat, 200 Rue du Vallon, Sophia-Antipolis,
06560 VALBONNE, FRANCE