Four builders, one dashboard
The builders run as a pipeline: tasks, then the workflow that moves an application, then the policy on who sees what, then the UI. Change anything on the left and the lender's dashboard on the right updates as you do.
Task Builder
The work that comes with the application.
Renders: Tasks panel
Workflow Builder
The stages, and what moves the application between them.
Stages on the canvas
Pick a stage to open its configuration below.
- Initial
- Operational
- Operational
- Operational
- Terminal
State Configuration
SCR-001
Credit Review
Stage Type Operational
Enable Query
Categories that can be raised while the application is here.
Yes stops the application moving forward until the query is resolved.
Actions
ACT-01Allowed groups
Transition 1
Sample application: bureau score 742, so it passes.
Starts the Raise Deviation Workflow as the application moves.
Runs after the transition, in the background.
Other actions
Send Back returns the application to the previous stage, never a future one.
Renders: Stage tracker, actions, queries, loan status, child workflows
Policy Builder
Who can see each field.
| Can see | BCM | CO | Sales |
|---|---|---|---|
| Name | |||
| PAN | |||
| Aadhaar Number | |||
| Bureau score |
Switch "Viewing as" on the dashboard to see each role's view.
Renders: Field access
UI Builder
What the dashboard holds, and how it looks.
Tabs
Renders: Header, tabs, layout
Live dashboard
Sample Applicant
APP-SAMPLE-1042 · Education loan · ₹10,00,000
- Initiated
- Credit Review
- Sanction
- Disbursement
- Approved
Loan Details
- Application ID
- APP-SAMPLE-1042
- Loan Type
- Education loan
- Loan amount Requested (In Rupees)
- 10,00,000
- Purpose of Loan
- Postgraduate fees
Personal Details
- Name
- Sample Applicant
- PAN
- AAAAA0000A
- Aadhaar Number
- XXXX XXXX 0000
- Date of Birth
- 01 Jan 1998
Tasks at Initiated
2 mandatory tasks are still open, and Submit needs them done.
Simplified stand-ins for the real builder screens. Names of tasks, stages and roles come from the product designs; every value on the dashboard is sample data.