Implementation

Overview

This section provides guidance for implementing timveroOS within your financial institution. Implementation follows a structured approach to ensure proper configuration and successful deployment of the lending automation system.

Implementation Phases

Phase 1: Foundation Setup

• System access and user creation

• Organizational structure definition

• Basic security configuration

• Initial role assignments

Phase 2: Business Configuration

• Business process design

• Credit product parameters and business rules definition

• Document template specifications and merge field requirements

• Notification content and delivery requirements

• Workflow decision logic and data requirements specification

• Offer calculation logic and pricing algorithm requirements

Phase 3: Framework Configuration

• Business process structure definition including participant roles/assets and workflow stages

• Data source integration setup

• Event type creation for notifications

• Core entity structure definition

• Gateway integrations (email, SMS)

• Document workflow configuration (generation triggers, upload requirements, role-based document lists)

• The Workflow Tool plugin configuration

Phase 4: Admin Panel setup

• Decision departments catalog setup (if needed)

• Decline reason catalogs configuration

• Mapping development (JavaScript/Python scripts)

• Offer Engine script configuration

• Workflow (Decision flows) design using Workflow Tool

• Credit product and additives creation

• Document template creation

• Notification template creation

• Roles and users creation

Phase 5: Production Deployment

• Configuration migration

• User training completion

• Go-live preparation

• Post-deployment monitoring

Key Success Factors

Planning Requirements

• Documented business processes

• Defined user roles and responsibilities

• Integration endpoint specifications

• Test data availability

Technical Prerequisites

• Network connectivity established

• Security certificates obtained

• API credentials configured

• Database access verified

Organizational Readiness

• Project team assembled

• Training schedule defined

• Change management plan

• Support structure established

Section Contents

This section includes:

• Configuration Sequence: Recommended order for system setup

• Testing Approach: Validation methodology

• Common Patterns: Typical implementation scenarios

• Troubleshooting: Solutions to known issues

Implementation Timeline

Typical implementation phases:

• Week 1-2: Foundation setup

• Week 3-4: Business configuration

• Week 5-6: Framework configuration

• Week 7: Admin Panel Configuration

• Week 8-9: Production deployment

Timeline varies based on:

• Number of products

• Integration complexity

• Workflow sophistication

• Organization size

Related Sections

Before implementing, review:

• System Overview: Understanding components

• System Entities: Data model comprehension

• Product Management: Product configuration basics

• Decision Configuration: Workflow capabilities

Support Resources

Implementation support includes:

• Implementation team guidance

• System documentation

• Configuration templates

• Testing tools

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For additional support, consult your implementation team or system documentation.