# 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:

<figure><img src="https://1150945010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUIyo0W6h9h3OnGtkW2pQ%2Fuploads%2FsGa482kgOlfqSr4eIjx1%2FScreenshot%202025-01-30%20at%2019.25.55.png?alt=media&#x26;token=3c2db6d6-a5e7-4158-83ba-f572ae3244c4" alt="Reference Rates"><figcaption><p>Reference rate catalog configuration interface</p></figcaption></figure>

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

<figure><img src="https://1150945010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUIyo0W6h9h3OnGtkW2pQ%2Fuploads%2F6pt3KOESXMtCU6sCX6I4%2FForm%20adding.png?alt=media&#x26;token=e6d2a160-ee9b-4a04-b195-a9b712936dd6" alt="Catalog Entry"><figcaption><p>Adding new entries to catalogs</p></figcaption></figure>

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:

<figure><img src="https://1150945010-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUIyo0W6h9h3OnGtkW2pQ%2Fuploads%2Fr9zN49dNuJXPvskjJb1K%2Fimage.png?alt=media&#x26;token=53031dce-5f69-4ab8-852f-70c00b454796" alt="Form Integration"><figcaption><p>Using catalog values in form configuration</p></figcaption></figure>

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](form-builder) - Use catalogs in forms
* [Workflow Management](../04-workflow-management) - Integrate catalog data
* [Reporting](../07-analytics-and-reporting) - Analyze using catalogs

***

_For additional catalog configuration support, consult your implementation team or system documentation._
