Case allocation
One live roster: scan load, filter the queue, and assign or reallocate with a tap-first flow. Updates apply on-screen for this demo — wire your allocation API when ready.
Admin User
Administrator · full queue visibility
Portfolio
Cases in this view
Assigned
On agent books
Unassigned
Awaiting owner
Balance score
Load spread heuristic
Agent workload
Click a card to filter the table · click again to clear
Bulk case allocation
Download the sample sheet, fill loan IDs and target agents, then upload it to preview allocations before applying.
Selected:
Expected columns: loan_id, allocated_to, allocation_note
Upload preview
rows ready · demo validates loan ID and agent name.
| Loan | Customer | Allocate to | Status |
|---|---|---|---|
| Upload a completed sheet to preview rows here. | |||
rows match · unassigned rows are listed first
Live roster
Assign opens the picker · Reallocate keeps history in the demo toast only
| Status | Customer | Bucket | Owner | Action | |||
|---|---|---|---|---|---|---|---|
| No cases match these filters. | |||||||
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Allocation picker
Choose agent
Esc to cancel · demo updates this board only