Portfolio
Customers
Borrowers and balances are loaded from the loan origination system (LOS) via API — this list is read-only here.
LOS snapshot
·
DPD
Pick a workflow. Everything opens here — no navigation away from the list.
Use this when the borrower refuses to pay, repeatedly breaks promises, or the case needs legal review. Accepted legal cases appear in the Legal Cases queue.
Phone
Email (LOS)
Mailing address
Facility
- Origination amount
- Amount due (CMS)
- Sub-bucket
- Customer type
- Last payment
- Next due
Assignment
- Assigned agent
- Last contact (CMS)
- Account status
Schedule is illustrative and sized to the case balance for this demo shell.
| # | Due | Amount | Status | Paid on |
|---|---|---|---|---|
Capture the borrower’s commitment. In production this would validate against policy and sync to LOS.
Risk & bucket
Current bucket with .
Supervisor notes
Read-only in this shell — wire to your notes service when APIs are available.
SMS
Last:
Calls
Last:
Last:
Bucket history
| Bucket | Sub | Changed | By |
|---|---|---|---|
—
Pattern
Confidence
%
Next review