Operational Tools

Overview

Configure supporting tools that enable structured data collection and reference data management across the platform.

What You'll Configure

Component	Purpose
Form Builder	Custom forms for data collection
Catalogs	Reference data and lookup values

Configuration Guides

Form Builder

Create custom forms for manual data collection during workflows and manual review processes.

What you'll configure:

• Form structure and fields

• Field validation rules

• Form-to-warning associations

• Profile attribute mappings

Use cases:

• Resolution forms for Warning Fact decisions

• Data collection forms for workflow tasks

• Manual input forms for missing data

Time to complete: 1-2 hours per form

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Catalogs

Manage reference data used throughout the system.

What you'll configure:

• Decision Departments (for Launchpad routing)

• Decline Reason catalogs

• Custom lookup values

• Reference data entries

Time to complete: 30-60 minutes per catalog type

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Prerequisites

• Understanding of where forms and catalogs will be used

• Workflows configured (for form-to-warning associations)

Related Operations

Once configured, forms and catalogs are used during:

• Manual Decisions (OPS) - Resolution forms in Launchpad

Integration Points

Form Builder integrates with:

• Workflow Engine (form assignment to warnings)

• Launchpad (resolution form display)

• Profile system (attribute updates)

Catalogs integrate with:

• Launchpad (department routing)

• Decision workflows (decline reasons)

• Various system dropdowns

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For additional support, consult your implementation team.