Applications
Overview
An application consolidates participants (borrowers, guarantors, collateral providers) and assets to progress through the lending process from submission to loan disbursement.
Navigation: Applications (main menu)
Application Interface
The Applications page displays a list of applications in table format. The specific columns and filters shown depend on your project configuration.
Common list fields:
Application ID
Borrower name
Status
Creation date
Source (Online, Offline, Pre-approved)
Common filters:
Status
Date range
Application type
Customer identifier
Note: The system can display different application types in separate menu sections based on SDK configuration.
Working with Applications
Creating an Application
Purpose: Initiate the lending process (origination)
Prerequisites:
Permissions to create applications (defined by your role)
At least one active credit product configured
Steps (example flow):
Navigate to Applications menu
Select the create application option
Complete the application creation form
System creates the application in initial status with a participant in Borrower role
Upload required documents (based on configuration)
System transitions participant and application to next status and initiates configured workflows
Note: Exact steps, statuses, and available actions depend on your SDK and Admin Panel configuration.
Viewing Application Details
Purpose: Monitor application status and view detailed information
Steps:
Navigate to Applications menu
Find the application using search or filters
Click on the application record
Application page contains:
General information (ID, status, dates, selected offer)
Participants (borrower, guarantors, collateral providers)
Documents (uploaded and generated)
Deal block (offers, selected offer, payment schedule)
Workflow results (Warning Facts, Alert Facts, manual decisions)
Viewing Application History
Purpose: Track actions performed on the application
Steps:
Open the application detail page
Navigate to the History tab on the Borrower participant
Note: Application state changes are displayed on the Borrower participant's history. Events reflected depend on project configuration.
Troubleshooting
Cannot Find Application
Possible causes:
Application not yet created
Incorrect search criteria
No permission to view the application type or source
Resolution:
Verify necessary permissions
Check application ID or customer information
Clear all filters and repeat search
Cannot View Application Details
Possible causes:
Insufficient access permissions
Resolution:
Contact your manager to obtain access
Related Configuration
Products Setup - Product and additive configuration
Workflows Setup - Decision automation
User Management - Permissions
Related Topics
Participants - Managing application participants
Documents - Document management
Manual Decisions - Processing Warning Facts
Product Selection - Selecting products
For additional support, consult your supervisor or system administrator.
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