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LP
Lin Park
Senior Officer - Charlotte
New loan

Communications

templates - consent gates - seed provider delivery - retained evidence

Demo dataTemplate authoring
Queued
1
provider sends waiting
Consent blocked
2
protected channels
Templates
4
approved versions
Delivery rate
75.0%
seed provider
Deliveries2Templates4Consent blocks2Evidence
RecipientTemplateChannelStatusConsentEvidenceMessageRetry
Marcus Reyes #58044Payment reminderPayment remindersmsdeliveredallowedpayment-reminder.json
Renata Volkov #57702ACH return noticeACH return notice for loan 57702emailblockedblocked_electronic_consent_revokedblocked-email.json
Seed provider send
writes delivery, outbox, consent, audit, and evidence records
Channel
sms
Workflow
collections
Version
v18
Campaign execution
persisted audiences, consent checks, local provider sends, and retained evidence
1 campaigns
CampaignAudienceTemplateStatusRecipientsSentBlockedAction
ACH return notice batchach returnsACH return noticescheduled301
RecipientCampaignChannelStatusConsentEvidence
Marcus Reyes #58044ACH return notice batchemailpendingpending58044.json
Devon Ortega #57941ACH return notice batchemailpendingpending57941.json
Renata Volkov #57702ACH return notice batchemailblockedblocked_electronic_consent_revoked57702.json
Template authoring
approved copy, version evidence, and seed-provider test sends
4 templates
Failure and retry queue
blocked, deferred, queued, and failed provider deliveries that need operator action
1 items
RecipientChannelStatusFailureNext retryActionResolution
Renata Volkov #57702emailblockedblocked_electronic_consent_revoked-Review consent path
Consent and channel gates
preferences checked before campaign build and individual sends
2 gated
CustomerChannelReasonAllowed pathStateResolution
Renata Volkovemailelectronic_communicationsPortal + mailBlocked
Devon OrtegaphoneDo-not-contact flagEmail + portalBlocked
Template governance
approved copy, merge tags, evidence, and notice versioning by workflow
Review template
TemplateChannelCategoryWorkflowVersionStateEvidence
Payment remindersmstransactionalcollectionsv18 ·activepublishedpayment-reminder-sms-v18.json
ACH return noticeemailtransactionalservicingv7 ·activepublishedach-return-notice-email-v7.json
Promise confirmationportaltransactionalcollectionsv11 ·activepublishedpromise-confirmation-portal-v11.json
Adverse actionmailtransactionalunderwritingv3 ·activepublishedadverse-action-mail-v3.json
Delivery evidence
provider acknowledgements, consent outcomes, outbox records, and retained proof
ChannelAttemptedDeliveredDeferredFailed
email2001
portal1100
sms1100