Initial Configuration

Overview

This guide provides step-by-step instructions for configuring timveroOS after installation. Initial configuration establishes the foundation for your lending operations by setting up core system components and basic workflows.

Pre-Configuration Requirements

Before beginning configuration, ensure you have:

• System administrator access credentials

• Organizational structure documentation

• List of initial users and their roles

• Basic product requirements defined

• External system integration details (if applicable)

Core Configuration Steps

1. Organization Structure Setup

Define your organizational hierarchy within the system:

Departments Configuration:

• Navigate to Settings → Catalogs → Decision Departments

• Create departments matching your organizational structure

• Assign department codes and descriptions

• Set active status for operational departments

Standard Department Examples (from documentation):

• Underwriting - Credit analysis and risk assessment

• KYC - Identity and document verification

• AML - Anti-money laundering compliance

• Financial - Income and asset verification

2. User Roles and Permissions

Role Configuration Process:

1. Access Settings → Roles

2. Create roles aligned with job functions

3. Assign specific permissions to each role

4. Map roles to appropriate departments

Key Principles:

• Implement role-based access control (RBAC)

• Ensure segregation of duties

• Configure audit trail requirements

• Set up approval hierarchies

3. Communication Channel Configuration

Set up notification delivery methods:

Email Configuration (SMTP):

• Configure SMTP server settings

• Set sender addresses and names

• Test email delivery

SMS Configuration:

• Configure SMS gateway credentials

• Set message templates

• Define character limits

Messenger Integration:

• Configure available messenger platforms

• Set API credentials

• Test message delivery

4. Initial Product Setup

Create your first credit products:

Product Creation Steps:

1. Navigate to Settings → Credit Products

2. Define product parameters:

   • Product name and code

   • Amount ranges

   • Term options

   • Base interest rates

3. Create at least one additive per product

4. Configure basic pricing rules

Note: Each product requires at least one additive to be functional.

5. Basic Workflow Configuration

Initial Workflow Setup:

1. Access the Workflow Designer

2. Create a simple approval workflow:

   • Add data source connections

   • Define basic decision criteria

   • Set up approval/decline paths

3. Configure manual review triggers

4. Test workflow with sample data

6. Document Template Creation

Set up essential document templates:

Required Templates:

• Application forms

• Approval notifications

• Decline letters

• Basic loan agreements

Template Configuration:

• Use the document designer interface

• Add merge fields for dynamic data

• Set generation triggers

• Configure storage locations

7. Launchpad Configuration

Setup Steps:

1. Map warning types to departments

2. Configure assignment rules

3. Set up review forms

4. Define escalation procedures

8. Initial Testing

Before going live, validate your configuration:

Testing Checklist:

• Create test applications

• Verify workflow execution

• Check document generation

• Validate notification delivery

• Test user access and permissions

• Confirm data integration (if configured)

Configuration Sequence

Follow this recommended sequence for optimal results:

1. Foundation: Organization structure and users

2. Communication: Notification channels

3. Products: Basic product and pricing setup

4. Workflows: Simple decision logic

5. Documents: Essential templates

6. Operations: Launchpad and queues

7. Testing: End-to-end validation

Common Configuration Considerations

Naming Conventions

Establish consistent naming patterns:

• Products: Clear, descriptive names

• Workflows: Include version and date

• Roles: Department and function based

• Documents: Type and version indicated

Change Management

Document all configuration decisions:

• Record configuration choices

• Note business rationale

• Track change history

• Maintain configuration inventory

Testing Approach

Validate configurations systematically:

• Test individual components first

• Perform integration testing

• Include edge case scenarios

• Document test results

Next Steps

After completing initial configuration:

1. Expand Products: Add additional products and additives

2. Enhance Workflows: Build more complex decision logic

3. Integrate Systems: Connect external data sources

4. Configure Analytics: Set up dashboards and reports

5. Optimize Operations: Refine based on usage patterns

Additional Resources

For detailed configuration guidance:

• Consult the specific module documentation

• Contact your implementation team

• Reference the user guides

• Utilize sandbox environment for testing

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This guide covers essential initial configuration steps. For advanced configuration options, refer to the relevant module documentation.