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Role journeys - day in the life

For: training leads and new users picking a starting path.
Not for: exhaustive SOPs (your bank writes those).

Each journey links into Use Decision PRO screens and partner product chapters. Exact menus depend on roles your admin assigns.

Loan officer / branch​

  1. Sign-in & foundations
  2. Customers → Customer 360
  3. Loan applications → Approvals
  4. Disbursements & repayments when in your process

Usually not: default prediction / ML center (often reserved for risk)-see FAQ by role.

Credit analyst / senior credit​

  1. Foundations → Executive dashboard (if permitted)
  2. Application detail
  3. Credit decisioning
  4. Rules engine (when you help shape policy)
  5. Approvals

Risk manager​

  1. How products fit · AIS for banks
  2. Default prediction · Dynamic pricing
  3. Portfolio & regulatory
  4. ML center (model health-not daily approve/reject)
  5. Compliance for banks for diligence language

Compliance officer​

  1. Compliance for banks (controls, evidence, incidents)
  2. Compliance, regulatory & audit in Decision PRO
  3. Asset classification & NBE context
  4. Operate with AIS for release and maintenance awareness

Bank IT / integration​

  1. Integrations for banks
  2. API for bank IT → /openapi appendix
  3. Security & access (Decision PRO)
  4. Configure vs platform (Akafay)

Partnership / digital​

  1. How products fit
  2. Akafay for banks → Handoff to Decision PRO
  3. Decision PRO for banks for staff-side expectations

Quick FAQ: FAQ by role · Missing a menu? Troubleshooting · Operators: Use Decision PRO