Notifications

Overview

Notifications are automated messages sent by the system to applicants, participants, and staff when specific events occur.

Navigation: Notifications (main menu) or Object → History tab

Users can view notifications in two ways:

1. Notifications menu - view all sent notifications in the system

2. Object history - view notifications related to specific application, participant, or loan

Viewing Notifications

Method 1: Notifications Menu

Purpose: View all sent notifications in the system

Steps:

1. Open Notifications menu

2. Review list of sent notifications

3. Use filters to find specific notifications (by date, recipient, type)

4. Click on notification to view details:

   • Recipient

   • Send date/time

   • Delivery channel (EMAIL, SMS, etc.)

   • Delivery status

   • Message content

Method 2: Object History

Purpose: View notifications for a specific application, participant, or loan

Steps:

1. Open the object page

2. Find the History tab

3. Review notifications related to this object

Note: Notification display in object history depends on project configuration.

Notification Examples

Origination Notifications

Type	Recipient	Channel	Content Example
Application Received	Applicant	EMAIL	"Your application #12345 has been received and is being processed."
Document Request	Applicant	EMAIL, SMS	"Please provide the following documents: passport, income verification."
Application Approved	Applicant	EMAIL, SMS	"Your loan application has been approved. Amount: 50,000 EUR, term: 60 months."

Servicing Notifications

Type	Recipient	Channel	Content Example
Payment Reminder	Borrower	SMS	"Payment of 1,250 EUR for loan #12345 is due by 15.01.2026."
Payment Received	Borrower	EMAIL	"Your payment of 1,250 EUR was received. Remaining balance: 48,750 EUR."
Payment Overdue	Borrower	EMAIL, SMS	"Payment of 1,250 EUR is overdue since 15.01.2026."

Best Practices

• Regularly check failed deliveries

• Report recurring delivery issues to administrator

• Verify contact information accuracy

• Update client contact details when necessary

Troubleshooting

Notification Not Displayed in History

Possible causes:

• Event triggering notification has not occurred

• Notification template is inactive

• Template not configured for this event

Resolution:

• Check if event occurred (e.g., status changed)

• Contact administrator to verify template configuration

Incorrect Information in Notification

Possible causes:

• Error in notification template

• Incorrect data in the system

Resolution:

• Check data on the object (application, participant, loan)

• If data is correct, contact administrator to verify template

Notification Sent to Wrong Recipient

Possible causes:

• Incorrect contact information in participant record

• Error in recipient configuration

Resolution:

• Check participant contact information

• Update contact details if necessary

• Contact administrator to verify template configuration

Related Configuration

• Notification Templates (Setup)

Related Topics

• Applications - Application management

• Participants - Participant contact information

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For additional support, consult your supervisor or system administrator.