Operational Tools
Overview
This section covers operational features that support daily lending activities through structured exception handling, reference data management, and custom data collection capabilities. These tools enable efficient manual process management while maintaining systematic control and audit trails.
Configuration Components
Central hub for managing manual decision workflows, providing department-based work queues and structured exception resolution processes.
Configuration system for managing reference data, dropdown values, and business parameters used throughout the platform without requiring code changes.
Visual tool for creating custom forms that capture data when automated processes cannot retrieve required information.
Tool Capabilities
Launchpad Features
Department-based work queue management
Assignment and escalation workflows
Multi-view operational interface
Integrated warning resolution
Catalog Functions
Reference data management
Business parameter configuration
Department definitions
Dynamic value lists
Form Builder Options
Visual form design interface
Integration with warning workflows
Data validation capabilities
Profile attribute mapping
Integration Architecture
These operational tools integrate with core system components:
Workflow Integration
Launchpad: Receives warnings from automated workflows
Catalogs: Provide reference data for decisions
Form Builder: Captures data for workflow continuation
Data Flow
Workflow generates warnings requiring manual review
Launchpad routes to appropriate department
Forms collect missing information
Catalogs provide standardized values
Completed data flows back to workflows
Common Configurations
Department Setup
Using Catalogs to define departments, for example:
Underwriting for credit review
KYC for identity verification
AML for compliance checks
Financial for complex analysis
Form Scenarios
Common form implementations:
Employment verification details
Income source documentation
Collateral specifications
Exception justifications
Reference Data
Typical catalog entries:
Rejection reason codes
Fee structures
Industry classifications
Configuration Process
Initial Setup
Department Configuration
Define organizational structure in Catalogs
Map departments to user roles
Set up assignment permissions
Reference Data Creation
Identify required catalogs
Create catalog structures
Populate initial values
Form Development
Identify data collection needs
Design forms for common scenarios
Map to profile attributes
Integration Testing
Test workflow routing
Verify form data flow
Validate catalog references
Best Practices
Queue Management
Monitor workload distribution
Regular assignment review
Clear escalation paths
Performance tracking
Data Management
Consistent naming conventions
Regular catalog maintenance
Form field standardization
Comprehensive documentation
User Experience
Intuitive form design
Clear work instructions
Efficient queue navigation
Helpful field descriptions
Performance Considerations
System Optimization
Catalog caching for performance
Form loading efficiency
Queue filtering capabilities
Assignment algorithm speed
Monitoring Points
Queue depth and aging
Form completion rates
Catalog usage patterns
User productivity metrics
Security and Compliance
Access Control
Role-based permissions
Department restrictions
Catalog edit controls
Form data security
Audit Capabilities
Complete action logging
Change tracking
Decision documentation
Compliance reporting
Troubleshooting
Common Issues
Work Not Appearing in Launchpad
Verify department configuration
Check user assignments
Review workflow routing
Catalog Values Missing
Confirm catalog is active
Check integration setup
Verify user permissions
Form Data Not Saving
Validate attribute mapping
Check field configurations
Review user permissions
Getting Started
Begin with these steps:
Review Launchpad for exception management setup
Configure Catalogs for reference data
Design forms using Form Builder
Test integration with workflows
Each component builds upon the others to create a comprehensive operational management system.
For additional operational tools support, consult your implementation team or system documentation.
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