CRM
Understanding Data Organization in timveroOS
timveroOS provides comprehensive tools for managing customer information and quickly finding the data you need across all system entities. The platform organizes information in a logical hierarchy that supports both detailed record-keeping and efficient searching.
Core Data Categories
The system works with several interconnected data types:
Client - Master customer records containing core personal information that persists across all interactions with your institution
Participant - Role-specific instances of clients within individual applications, tracking their function and status in each transaction
Application - Containers that bring together participants to complete lending processes
Credit - Active loan products created from approved applications
Asset - Collateral items linked to specific participants who provide security for loans
This hierarchical structure ensures data is stored efficiently while maintaining all necessary relationships for comprehensive reporting and management.
How Status and Label Management Works
Understanding Status
Every entity in the system has a status indicating its current position in your business process. Status drives what actions are available and what happens next in the workflow.
The system includes standard statuses that cover common scenarios:
New - Just created, no actions taken
In Process - Active work underway
In Underwriting - Detailed review required
Approved/Declined - Decision reached
Void - Cancelled or withdrawn
Applications automatically derive their status from participant statuses, ensuring the overall application accurately reflects the state of all components.
Using Labels for Additional Context
Labels provide supplementary information beyond status, helping identify special situations or track additional attributes:
"Pending documents" - Missing required paperwork
"Priority review" - Needs expedited processing
"Relationship customer" - Existing client with history
"External referral" - Originated from partner
"In default" - Payment issues on active loans
"Reevaluation needed" - Requires updated assessment
Labels work independently from status, allowing multiple labels on a single entity for comprehensive tracking.
Search and Filtering Capabilities
Global Search Functionality
Find any customer or application instantly using the global search feature. The system searches across multiple data points simultaneously:
For Clients:
Phone number (partial matching supported)
Government ID or SSN
Last name or business name
For Applications:
Application ID
Participant details
Creation date ranges
For Credits:
Loan number
Borrower information
Product type
The search mechanism accommodates various search parameters and object types based on your implementation needs.
Advanced Filtering Options
Each list view provides specialized filters relevant to that entity type:
Credit List Filters:
Current status (active, delinquent, paid off)
Principal amount ranges
Product type
Payment performance
Application List Filters:
Processing stage
Creation channel (online, branch, partner)
Time period
Assigned processor
Client List Filters:
Active products
Total exposure
Relationship length
Geographic location
The available filters adjust based on your configured business processes and data model.
Benefits to Your Operations
Instant Information Access
Staff can find any customer or transaction in seconds, improving service speed and reducing call handling time. The global search eliminates the need to navigate multiple screens or remember specific record locations.
Comprehensive Relationship Views
See all interactions and products for a customer in one place, enabling better service and risk assessment. Understanding the complete customer relationship supports informed decision-making.
Flexible Organization Tools
Use statuses and labels to organize work according to your processes, creating custom workflows without system changes. Teams can develop their own organizational methods while maintaining system-wide consistency.
Practical Usage Patterns
Daily Operations Pattern
Use global search to find customers quickly during calls
Apply filters to create work queues for different teams
Track application progress through status monitoring
Use labels to flag special handling requirements
Relationship Management Pattern
Search for existing client before creating new application
View all current products and history
Identify cross-sell opportunities
Track total exposure across all products
Exception Handling Pattern
Filter for specific statuses requiring attention
Apply labels to mark resolution progress
Use notes to document special circumstances
Track through to completion
Portfolio Monitoring Pattern
Filter credits by performance criteria
Identify trends using label analysis
Generate targeted action lists
Monitor resolution effectiveness
Configuration Options
Search Configuration
Define searchable fields for each entity type
Set up search result displays
Configure quick filters for common queries
Establish saved search options for repeated use
Status and Label Setup
Create custom statuses matching your processes
Define label categories and values
Set up automatic status transitions
Configure label-based routing rules
List View Customization
Select visible columns for each entity list
Define default sort orders
Create role-specific views
Set up quick actions from lists
Implementation Resources
Through the Admin Panel
(No settings in the Admin Panel)
Through the SDK (Step 1)
For advanced customization:
Entity Management - Configure status and label systems
(Filters - SDK Guide coming soon)
(Search - SDK Guide coming soon)
Key Considerations
System Design
Hierarchical data structure optimizes storage and retrieval
Status-driven workflows ensure process compliance
Flexible labeling supports diverse business needs
Powerful search enables efficient operations
Operational Impact
Faster customer service through quick access
Better work organization with flexible filtering
Improved visibility across all operations
Enhanced reporting through structured data
Scalability
Search performance maintained as data grows
Filter efficiency across large datasets
Label system expands with business needs
Status framework adapts to process changes
Related Topics
Clients and Participants - Detailed entity relationships
Applications - Container entity management
Status Management - Workflow configuration
User Roles - Access control for data
Launchpad - Quick access to frequent searches
timveroOS: Intelligent data organization for efficient operations
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