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Collections & workflow

Routes​

ScreenPath
Collections/loans/collections
Workflow list/loans/collections/workflows
Workflow instance/loans/collections/workflows/[id]

Guides​

GuidePurpose
Workflows in depthStates, SLAs, audit story for training

Suggested classroom narrative​

  1. Identify hot accounts from the collections list.
  2. Act with allowed mutations (roles in COLLECTIONS_MUTATION_ROLES in lib/auth/permissions.ts).
  3. Open workflow [id] for timeline and state transitions.
  4. Capture audit evidence for committee.

Design sources (authors)​

  • documentation/Decision-pro/docs/COLLECTIONS_WORKFLOW_AI.md
  • documentation/Decision-pro/docs/COLLECTIONS_WORKFLOW_AI_IMPLEMENTATION_PROMPT.md (dev/QA alignment)

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