Catalogs
Overview
The Catalogs feature in timveroOS provides a configuration system for defining and managing various business parameters, reference data, and dropdown values used throughout the platform. This enables administrators to modify system behavior without code changes.
Business Context
The Catalogs feature allows financial institutions to manage dynamic configuration data such as:
Department definitions for workflow routing
Reference rates for calculations
Dropdown values for forms
Business-specific categorizations
Rejection reasons for analytics
Catalog Types
Decision Departments
Configure departments for manual review routing.
Departments include:
Department Code: Unique system identifier
Description: Human-readable department name
Activity Status: Enable/disable departments
Example departments from documentation:
Underwriting Department
KYC Department
AML Department
Financial Department
Reference Rates
Manage rates used in pricing calculations:
Configure:
Rate identifiers
Current values
Effective dates
Rate descriptions
Custom Catalogs
Create catalogs via the SDK for any business need:
Fee structures
Document types
Rejection reasons
Industry classifications
Geographic regions
Managing Catalogs
Adding Catalog Entries
Methods for populating catalogs:
Manual entry through interface
Bulk import capabilities
API integration options
Copy from existing entries
Catalog Maintenance
Edit existing entries
Activate/deactivate records
Track modification history
Form Builder Integration
Catalogs integrate with the Form Builder for dynamic dropdowns:
Form fields can reference:
Department lists
Rejection reasons
Document types
Custom value lists
System Integration
Workflow Integration
Catalogs are used in workflows for:
Department routing in warning facts
Reference data in calculations
Decision criteria values
Status definitions
Reporting Integration
Categorize data using catalog values
Filter reports by catalog entries
Track usage of catalog items
Analyze trends by categories
Pricing Integration
Reference rate lookups
Fee structure definitions
Margin calculations
Regional adjustments
Common Use Cases
Department Management
Configure organizational structure:
Create specialized review teams
Enable seasonal departments
Manage workload distribution
Track departmental performance
Rejection Reason Tracking
Standardize decline codes:
Regulatory compliance reasons
Credit policy violations
Documentation issues
Business rule failures
Geographic Configuration
Manage regional variations:
State-specific requirements
Regional risk factors
Local compliance rules
Market-based pricing
Configuration Guidelines
Naming Conventions
Use clear, descriptive names
Maintain consistent formatting
Avoid special characters
Document abbreviations
Data Management
Regular data validation
Archive obsolete entries
Monitor usage patterns
Update as needed
Access Control
Restrict editing permissions
Log all modifications
Review access regularly
Implement approval workflows
Best Practices
Catalog Design
Plan structure before creation
Consider future growth
Use appropriate data types
Implement validation rules
Maintenance Schedule
Regular review cycles
Data quality checks
Usage analysis
Performance monitoring
Documentation
Catalog purpose statements
Field descriptions
Usage instructions
Change history
Technical Considerations
Performance
Catalogs cached for efficiency
Indexed for quick searches
Optimized for frequent access
Monitored for size limits
Data Integrity
Referential integrity maintained
Cascade rules for updates
Validation at entry point
Consistency checks
Audit Trail
All catalog changes tracked:
User identification
Timestamp
Previous values
Change reasons
Troubleshooting
Common Issues
Catalog Values Not Appearing
Verify catalog is active
Check integration configuration
Review user permissions
Clear system cache
Update Not Reflecting
Confirm save successful
Check for validation errors
Review approval status
Verify cache refresh
Performance Issues
Monitor catalog size
Review usage patterns
Check indexing
Optimize queries
Integration Points
Catalogs connect with:
Workflows: Reference data and routing
Forms: Dropdown populations
Pricing: Rate references
Next Steps
With catalogs configured, explore:
Form Builder - Use catalogs in forms
Workflow Management - Integrate catalog data
Reporting - Analyze using catalogs
For additional catalog configuration support, consult your implementation team or system documentation.
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