v. 8.0
Purpose: Step-by-step procedures for configuring timveroOS through the Admin Panel interface.
💡 New to timveroOS? Read the Business User Guide first to understand what each feature does and why you need it.
Quick Start
First-Time Setup
Access Admin Panel
Login: Use credentials provided by your administrator
Start Here: Getting Started Guide
Common Configuration Tasks
Quick links to frequently needed procedures:
Build Workflow
Configure Launchpad
Quick Reference: Admin Panel Navigation
Create User
Admin Panel → System → Users → Add User
Configure Role
Admin Panel → System → Roles → Manage Permissions
Upload Document
Admin Panel → Configuration → Documents → Templates
Create Product
Admin Panel → Products → Credit Products → New Product
Build Workflow
Admin Panel → Decision Automation → Workflows → New Workflow
Configure Notification
Admin Panel → Configuration → Notifications → Templates
Set Up Data Source
Admin Panel → Data Integration → Data Sources → Configure
Create BI Dashboard
Admin Panel → Analytics → Dashboards → New Dashboard
Access Launchpad
Admin Panel → Operations → Launchpad
Configure Covenants
Admin Panel → Servicing → Covenants → Add Covenant
[Screenshot: Admin Panel main dashboard showing navigation menu structure]
Configuration Guide Sections
Initial setup procedures and Admin Panel navigation orientation.
What you'll configure:
First login and navigation
Initial system settings
Core configuration fundamentals
Time to complete: 30 minutes Prerequisites: Admin Panel access credentials
Foundational settings that support all other features.
What you'll configure:
User accounts and role permissions
Document templates and generation rules
Notification templates and delivery channels
Time to complete: 1-2 hours Prerequisites: None (start here)
Business Context: System Entities explains what users, documents, and notifications do in the system.
Configuration Guides:
User Management - Create users, assign roles, manage permissions
Document Management - Upload templates, configure generation
Notification Configuration - Set up templates and channels
Notification Management - Configure notification rules
Lending product configuration and pricing algorithm setup.
What you'll configure:
Credit Products with terms and conditions
Product variants (Additives) for customer segments
Pricing scripts for dynamic rate calculation
Collateral requirements and rules
Document requirements by product
Time to complete: 2-4 hours per product Prerequisites:
SDK Team: Product entity structure configured
Admin Panel: No prerequisites
Business Context: Product Management explains product architecture, additives, and pricing concepts.
Configuration Guides:
Product Architecture - Create products and additives
Pricing Configuration - Set up pricing algorithms
Collateral Management - Configure collateral rules
Documentation Requirements - Link documents to products
Product-Driven Process - Configure product workflows
Decision automation and process configuration.
What you'll configure:
Automated decision workflows
Manual review triggers and routing
Workflow tasks and logic
Department-based exception handling
Time to complete: 3-6 hours per workflow Prerequisites:
SDK Team: Entity structure and data sources configured
Admin Panel: User roles and departments configured
Business Context: Decision and Data Configuration explains workflows, business processes, and decision automation concepts.
Configuration Guides:
Workflow Fundamentals - Understand workflow basics
Decision Automation - Build automated workflows
Manual Review Process - Configure exception handling
Workflow vs Business Process - Understand the differences
Queue management and operational efficiency features.
What you'll configure:
Launchpad departments and queues
Form builder templates
System catalogs and reference data
Time to complete: 1-2 hours Prerequisites: Workflows and user roles configured
Business Context: System Operations explains Launchpad, forms, and operational tools.
Configuration Guides:
Launchpad - Configure departments and queues
Form Builder - Create custom forms
Catalogs - Manage reference data
Post-origination loan management and monitoring.
What you'll configure:
Loan servicing workflows
Payment processing rules
Covenant tracking and monitoring
Time to complete: 2-3 hours Prerequisites:
SDK Team: Servicing entity structure configured
Admin Panel: Products and workflows configured
Business Context: Loan Servicing explains servicing concepts and covenant monitoring.
Configuration Guides:
Loan Servicing - Configure servicing workflows
Covenants - Set up covenant monitoring
Business intelligence dashboard and reporting setup.
What you'll configure:
BI dashboards using Apache Superset
Report visualizations
Data connections for analytics
Time to complete: 2-4 hours Prerequisites: Data sources and workflows configured
Business Context: Analytics and Reporting explains BI capabilities and reporting concepts.
Configuration Guides:
BI Dashboard - Create dashboards and reports
External system connections and data transformation configuration.
What you'll configure:
External data source connections
Feature Store transformations
Metrics Engine calculations
Time to complete: 2-3 hours per data source Prerequisites:
SDK Team: API credentials and connection details
Admin Panel: No prerequisites
Business Context: Data Sources and Mappings explains data integration concepts, Feature Store, and Metrics Engine.
Configuration Guides:
Data Sources - Connect external providers
Feature Store - Configure data transformations
Metrics Engine - Set up business calculations
Configuration Order Recommendations
For new implementations, follow this sequence:
Foundation (Day 1-2)
Complete Getting Started
Configure Users and Roles
Set up Documents
Configure Notifications
Products and Data (Day 3-5)
Create Credit Products
Configure Pricing
Connect Data Sources
Set up Feature Store
Automation (Week 2)
Build Decision Workflows
Configure Launchpad
Set up Forms
Advanced Features (Week 3+)
Configure Servicing
Set up Covenants
Create BI Dashboards
Configure Metrics Engine
Need Help?
Business Concepts: See Business User Guide
Technical Issues: Contact your system administrator
Implementation Questions: Consult your implementation team
This guide reflects timveroOS v.8.0 capabilities. Features and interfaces may vary based on your specific configuration and licensing.
Last updated
Was this helpful?