Platform Configuration (Setup)

Important: SDK Prerequisites

The Admin Panel Setup is an extension of the SDK configuration layer.

Before configuring features in the Admin Panel, the corresponding SDK-level setup must be completed by your development team. The Admin Panel provides business-user-friendly interfaces for configuring parameters, templates, and rules—but the underlying data structures, entity types, state machines, and business logic are defined at the SDK level.

Configuration flow:

1. SDK defines structures (entities, states, data sources, document types, notification events)

2. Admin Panel configures parameters within those structures (templates, thresholds, routing rules)

If a feature or option is not available in the Admin Panel, it likely requires SDK-level implementation first. Contact your development team for SDK configuration needs.

Overview

This section covers one-time and infrequent configuration tasks for the timveroOS Admin Panel. These settings establish the foundation for daily operations.

Who Should Read This

Audience	Role
System Administrators	Platform setup and maintenance
Implementation Team	Initial deployment and configuration
Business Analysts	Product and workflow design

What's Covered

Section	Purpose
Getting Started	Initial access and navigation
Access Management	User accounts, roles, permissions
Products	Credit products, pricing, collateral, documentation
Workflows	Decision automation, Warning Facts, Alert Facts
Documents	Document template creation
Notifications	Notification template creation
Data Integration	Feature Store, Metrics Engine, Covenants
Analytics	BI dashboard catalog management
Operational Tools	Form Builder, Catalogs

Recommended Configuration Order

1. Access Management - Create user accounts and configure roles

2. Products - Define credit products and additives

3. Workflows - Build decision automation workflows

4. Documents - Create document templates

5. Notifications - Configure notification templates

6. Data Integration - Set up Feature Store, Metrics, Covenants

7. Analytics - Configure BI dashboard catalog

8. Operational Tools - Build forms and catalogs as needed

Related Documentation

• Daily Operations: See OPS - Daily Operations for how to use configured features

• Concepts: See Business User Documentation for conceptual explanations

• SDK Reference: See timveroOS SDK Documentation for SDK-level configuration

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For additional support, consult your implementation team.