Approvals - queue, decisions, and analytics
Routes: /loans/approvals · /loans/approvals/[id] · /loans/approvals/analytics
Approvals list & detail
Purpose: Decision-makers review cases that passed earlier checks and record approve / reject / send-back with reasons your bank requires.
What you see
- Queue sorted by urgency, amount, SLA, or risk (depends on configuration).
- Detail shows summary, policy hints, score outputs, documents, and history of actions.
What you do
- Open a case from the queue.
- Read all required sections your bank mandates (checklist in your SOP).
- Choose Approve, Reject, or Request changes-expect a confirmation step.
- After submission, the status updates on related applications and may trigger notifications or next-stage tasks.
Approvals analytics
Purpose: Managers monitor volumes, turnaround, decline reasons, and concentration without exporting raw MIS.
What you do
- Pick a time range consistent with committee cadence.
- Use filters for product, channel, or officer where available.
- Export only under bank data-handling policy.