System Building Blocks

Understanding Your Lending Building Blocks

timveroOS organizes lending operations around a sophisticated data model that eliminates redundancy while maintaining flexibility. The system's entity framework manages information about customers, applications, and collateral through intelligent relationships and role-based structures.

This section explains how timveroOS structures data to support efficient lending operations while adapting to your specific business requirements.

Core Entity Concepts

The platform implements several key entity types that work together:

  • Clients: High-level entities storing fundamental personal information, serving as parent containers for participants

  • Participants: Application-specific instances of clients acting in defined roles (borrower, co-borrower, guarantor, collateral provider)

  • Applications: Aggregating entities that bring together participants/assets to complete credit origination processes

  • Business Processes: Sequences of logical steps that participants or assets follow during origination

  • Workflows (Decision flows): User-configurable decision flows that perform scoring of participants/assets using algorithmic decision-making within process stages

  • Statuses: Current position of participants/assets at particular stages of the business process, indicating what actions should occur with the object at that stage and determining business process progression

Framework Flexibility Note: The framework does not impose requirements regarding specific architectural approaches. The described entity relationships represent standard patterns but alternative implementations are supported based on institutional requirements.

Section Contents

Understand role-based security that protects data while enabling productivity

Understand how the client-participant model enables data reuse across applications while maintaining role-specific requirements for borrowers, guarantors, and other parties.

Explore how applications serve as aggregating entities that bring together participants and assets to complete lending processes.

Learn the critical distinction between operational processes and decision logic, enabling independent management of each layer.

Discover how status orchestration determines process flow, triggers automation, and provides operational visibility.

Explore the Loan servicing processes and mechanics at timveroOS.

Unlock timveroOS capabilities in the documentation management: from the required docs to the generated from templates

System Capabilities

Data Organization

The framework separates reusable customer information (clients) from application-specific roles (participants), enabling:

  • Single entry of customer information

  • Multiple role participation across applications

  • Automatic data inheritance

  • Role-specific attribute management

Process Orchestration

Business processes define lending journeys while Workflows (Decision flows) implement decision logic:

  • Visual process configuration

  • Independent workflow management

  • Flexible integration points

  • Version-controlled changes

Status Intelligence

Comprehensive status management provides:

  • Real-time visibility into all operations

  • Automated workflow triggers

  • Exception handling capabilities

  • Audit trail maintenance

Configuration Approach

timveroOS provides multiple configuration levels:

Framework Level Configuration System setup including:

  • Entity structure and attribute set definitions

  • Business Process logic and step sequencing

  • Status definitions and transition rules

  • Role-based access control (RBAC) model setup

  • Data Source integration

  • Document lists for participant roles, generation triggers, and upload request triggers

  • Event type creation for notification generation and delivery

Admin Panel Configuration Operational configuration through admin-panel interfaces:

  • Credit Product and Additive creation

  • Workflows (Decision flows) setup using Workflow Tool

  • Mapping management

  • Document template configuration

  • Notifications template configuration

  • User and Role management

Pre-Setup Requirements Essential configurations before system operation:

  • Offer Engine script configuration

  • Document template creation

  • Decision department and decline reason catalogs

Technical Flexibility Note: While these represent standard configuration approaches, the framework supports alternative implementation patterns based on specific institutional requirements without imposing rigid architectural constraints.

Key Benefits

The entity framework delivers:

  • Operational Efficiency: Reduced data entry through intelligent reuse

  • Process Flexibility: Independent management of workflows and processes

  • Complete Visibility: Real-time status tracking across all entities

  • Scalable Architecture: Handle growing volumes without proportional complexity


timveroOS: Structured data excellence for modern lending operations

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