Operations
Overview
timveroOS provides daily operational tools for managing applications, processing manual reviews, communicating with customers, and monitoring loan performance. These tools are used by loan officers, underwriters, and servicing staff.
Why This Matters
Operational efficiency depends on users finding what they need and acting on it:
Finding: Search and filter across clients, applications, and loans
Acting: Process warnings, record payments, monitor covenants
timveroOS organizes this through CRM interfaces for entity management and Launchpad for exception handling. Users see work relevant to their role and department, with clear actions available at each step.
CRM (Entity Management)
The operational interface for searching, viewing, and managing entities:
Global Search
Find clients, applications, or loans by ID, name, phone, or document number
List Views
Filter and sort entities by status, date, product, or custom criteria
Status Tracking
Monitor entity progress through Business Process stages
Labels
Apply custom tags for additional categorization beyond status
Launchpad (Manual Review)
Queue management for cases requiring human decisions:
Warning Queue
Cases with Warning Facts awaiting review, filtered by department
Assignment
Cases assigned to specific users or available for team pickup
Resolution
Reviewer completes decision form, workflow continues
Tabs:
All — All warnings for your department
To Be Assigned — Unassigned cases needing pickup
Assigned to Me — Your personal queue
Notifications
Automated communications throughout the lending lifecycle:
Events
Triggers defined in SDK (application received, decision made, payment due)
Templates
Message content configured in Admin Panel
Channels
Delivery methods (email, SMS, letter)
Covenants and Monitoring
Track contractual obligations on active loans:
Covenant
Contractual condition borrower, guarantor or collateral must maintain (e.g., insurance coverage, financial ratio)
Anchored Value
Baseline metric captured at origination for comparison
Monitoring
Periodic evaluation triggers alerts on covenant breaches
Notes
Centralized commenting system for documenting decisions and tracking information on business objects.
Supported Objects
Applications, Loans, Clients, Collaterals (configured per implementation)
Actions
Create, Edit, Pin/Unpin comments
Display
Comment text, author, timestamp, edit history
Use cases:
Underwriting: Document assessment notes, pin critical observations
Collections: Record contact results, track payment commitments
Client Management: Maintain preferences and special conditions
Entity History
Chronological event log displaying system and user actions on business objects. The system displays this event timeline on a dedicated History tab for each object.
Supported Objects
Credits, Clients, Participants (configurable per implementation)
Event Types
Notification, Application status change, Status change, Action, Note, Documents, Scoring execution, Associations, Assignments
Display
Timestamp, initiator (user or "timveroOS" for system triggers), event type, description
Sorting
Reverse chronological (newest to oldest)
Default View
Last 5 events, "View all" for complete timeline
Use cases:
Compliance and Audit: Full reconstruction of decision timelines and system changes
Underwriting: Track application progress, status changes, scoring execution
Credit Servicing: Monitor covenant calculations, recalculations, manual payment registrations
Investigation: Identify timing and performer of critical actions
Where to Configure
Related Topics
Decision Automation — How Warning Facts route to Launchpad
Lending Process — Origination and servicing workflows
System Entities — Entity statuses and structures
timveroOS: Streamlined daily operations
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