Notes Section
IMPROVED
The Problem
During the application or loan lifecycle, information must be passed from one Employee to another while being stored in the system for clear decision-making history. Sometimes data is received that is important for operations but is not part of the current operations flow. This creates challenges in maintaining clear communication and understanding the logic behind decisions.
The Solution
The Notes feature can be added to any entity page (application, client, collateral, etc.) and allows Users to leave Notes that can be reviewed by their colleagues. Users can pin important notes, unpin them when no longer relevant, and filter comments in the Notes section by the related object to understand the decision-making history.
The How
SDK Perspective
Notes and entities where they are available are configured entirely through the SDK. The SDK defines which entity types support Notes and controls the behavior of the Notes feature.
Admin Panel Perspective
After Notes are configured in the SDK, the system admin assigns permissions to relevant Roles to allow Users to review and leave Notes on required entities. Each entity type has individual permissions for Notes management.
⚠️ Important: Notes permissions are managed separately for each entity type (Applications, Loans, Clients, etc.). Ensure proper role configuration for users who need to access Notes.
Related Documentation
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