Portfolio, documents, and regulatory views

Portfolio (/loans/portfolio)

Purpose: Risk and portfolio teams review concentration, performance, and early warning metrics-not individual underwriting only.

Access: Role-gated (see LOAN_ITEMS in Decision-pro/constants.ts).

What you do: Choose portfolio scope (product, segment, geography if available), set as-of date, export or screenshot for committees per policy.

Documents (/loans/documents)

Purpose: Central place for loan file artifacts operators must see (contracts, KYC packs, collateral photos-depends on integration).

What you do: Open the correct loan context, upload or tag documents only if your role allows; never upload unmasked national IDs to uncontrolled channels.

Regulatory (/loans/regulatory)

Purpose: Compliance-oriented roll-ups and views that help answer supervisory-style questions inside the bank’s process.

Important: This is not a substitute for regulatory filing systems-Decision PRO surfaces signals your AIS deployment provides.

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