Notification Configuration
Overview
The notification system in timveroOS enables automated communication across multiple channels to keep stakeholders informed throughout the lending process. The system supports customizable templates, event-based triggers, and multi-channel delivery to ensure timely and relevant communications.
Business Context
Efficient notification management ensures:
Timely status updates for applicants
Task alerts for internal teams
Compliance with communication requirements
Reduced manual communication overhead
Notification Components
Event Types
The system triggers notifications based on configured events:
Application Status Changes: Progress through lending stages
Document Requirements: Requests for additional information
Task Assignments: Work queue notifications
Payment Events: Due dates, received payments
System Alerts: Important operational notifications
Recipient Categories
Notifications can be sent to various stakeholder groups:
Application Participants: Borrowers, co-borrowers, guarantors
Internal Teams: Specific departments or roles
Individual Users: Assigned processors or managers
External Parties: Third-party service providers
Template Configuration
Creating Templates
Notification templates are configured with:
Message Structure: Subject lines and body content
Dynamic Variables: Personalized data insertion
Formatting Options: HTML or plain text formats
Language Support: Multi-language capabilities
Available Variables
Templates can include system variables such as:
Participant information (names, contact details)
Application data (amounts, statuses, dates)
Product details (rates, terms, conditions)
System information (reference numbers, links)
Template Management
Version control for all template changes
Testing capability before deployment
Active/inactive status management
Template categorization by event type
Delivery Channels
Email Configuration (SMTP)
Setup Requirements:
SMTP server configuration
Authentication credentials
Sender information
Encryption settings
Email Features:
HTML and plain text support
Attachment capabilities
Delivery tracking
Bounce handling
SMS Configuration
SMS Integration:
Gateway provider setup
Sender identification
Character limit management
Delivery confirmation
SMS Considerations:
Message length optimization
Cost management
Compliance with regulations
Opt-out handling
Messenger Integration
Available Platforms:
WhatsApp
Telegram
Slack
Other configured services
Integration Features:
API-based connectivity
Rich media support
Two-way communication
Status tracking
Event Configuration
Triggering Notifications
Notifications are triggered by:
Status Transitions: Application moving between stages
Time-Based Events: Scheduled reminders or alerts
User Actions: Manual triggers or specific activities
System Events: Automated processes or exceptions
Recipient Mapping
Configure who receives notifications:
Map event types to recipient groups
Define role-based distribution
Set up escalation paths
Configure backup recipients
Integration with Other Modules
Launchpad Integration
Notifications support Launchpad operations:
Alert users to new assignments
Notify about pending reviews
Escalate overdue items
Confirm completed actions
Workflow Integration
Notifications within workflows:
Status change alerts
Approval confirmations
Exception notifications
Process completion updates
Document Management
Document-related notifications:
Upload confirmations
Missing document reminders
Signature requests
Document expiration alerts
Configuration Process
Initial Setup
Channel Configuration
Set up SMTP settings
Configure SMS gateway
Enable messenger integrations
Test delivery channels
Template Creation
Design notification templates
Add dynamic variables
Configure formatting
Set up language versions
Event Mapping
Define triggering events
Map recipients to events
Configure delivery rules
Set up escalations
Testing and Validation
Test each template with sample data
Verify variable population
Confirm delivery across channels
Validate recipient logic
Delivery Management
Delivery Rules
Configure notification behavior:
Immediate vs. batched delivery
Business hours restrictions
Frequency limitations
Channel prioritization
Tracking and Monitoring
The system tracks:
Delivery status by channel
Failed delivery attempts
Recipient engagement
Channel effectiveness
Error Handling
Automatic retry for failures
Fallback channel options
Error logging and alerts
Manual intervention options
Compliance Considerations
Regulatory Requirements
Ensure notifications meet:
Communication timing requirements
Disclosure obligations
Language requirements
Opt-out mechanisms
Audit Trail
All notifications maintain:
Send timestamps
Recipient details
Delivery status
Template version used
Configuration Best Practices
Template Design
Use clear, concise language
Include all required information
Test with various data scenarios
Maintain consistent branding
Channel Selection
Match channel to message urgency
Consider recipient preferences
Balance cost and effectiveness
Ensure reliable delivery
Event Configuration
Avoid notification overload
Set appropriate triggers
Configure meaningful alerts
Enable user preferences
Performance Optimization
System Considerations
Template caching for efficiency
Batch processing for volume
Queue management for delivery
Resource allocation planning
Monitoring
Track system performance:
Delivery success rates
Processing times
Queue depths
Channel availability
Next Steps
With notifications configured, proceed to:
Document Management - Configure document workflows
Credit Products - Set up lending products
Workflow Management - Build decision processes
For additional notification configuration support, consult your implementation team or system documentation.
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