Configuration Sections
8
Core lending controls
Platform administration
Settings
Configure proposed lending workflows, policy controls, call-over validation, approvals, notifications, access, integrations, and governance.
Automated Rules
32
Across workflow and risk
Connected Services
4
3 active · 1 prototype
Last Configuration Change
Today
10:42 AM · Administrator
Process configuration
Lending Workflow
Configure the proposed end-to-end lending journey, stage controls, and operational assignment behaviour.
Workflow stages
Proposed sequence from application intake through post-disbursement monitoring.
1
Application Intake
Active
2
Document Review
Active
3
Credit Assessment
Active
4
Risk Review
Active
5
Call-Over Validation
Active
6
Approval
Active
7
Disbursement
Active
8
Post-Disbursement Monitoring
Active
Automatic work assignment
Assign new work items to eligible reviewers using round-robin allocation.
Allow parallel reviews
Permit Credit and Risk teams to review an application concurrently where policy allows.
Allow completed cases to be reopened
Permit authorised users to return completed work items to an active stage.
Enforce stage completion controls
Prevent progression until mandatory actions and required data are complete.
Viewing: Lending Workflow