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Automation

Route: /automation (Premium in navigation metadata)

Purpose​

Automation runs predefined flows (status moves, notifications, batch tasks) that reduce repetitive clicks-not a replacement for human approval where your policy requires a person.

What operators should know​

  • Each flow should have an owner and runbook in your bank.
  • Failures should surface as tasks or alerts-operators must know where to look (email, in-app notifications, or exceptions queue-tenant-specific).

Safe habits​

  • Never assume “the system handled it” for money movement or regulatory steps-verify in the loan timeline or audit log until your SOP says otherwise.

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