Income document verification
documents - Marcus Reyes - loan #58044
Demo dataInbox
Priority
40
medium priority
Status
open
Unassigned
Age
22m
started 2026-05-04
Due
2026-05-04
14:20
| Field | Value | Control |
|---|---|---|
| Queue | documents | work routing |
| Target | generated_artifact | 77777777-0007-4777-8777-777777777777 |
| Borrower | Marcus Reyes | loan #58044 |
| Description | Marcus Reyes uploaded income documentation that needs redaction clearance before packet generation | operator context |
| SLA | 22m | 2026-05-04 14:20 |
| Comment | Visibility | Actor | Created |
|---|---|---|---|
| Customer is past the retry threshold. Review hardship path before next ACH attempt. | auditor_visible | Lin Park | 2026-05-03 13:45 |
Control posture
operator work is auditable, idempotent, and tenant scoped
Tenant
loanmeld-prod
Evidence required
resolve - cancel - escalate
Allowed actions
Assign, Start work, Snooze / wait, Resolve, Cancel, Escalate
Action history
workflow actions, evidence keys, and retained business reasons
loan.payoff_quote
Lin ParkGenerate borrower payoff quote after collections review request
demo/57941/evidence/payoff-quote.json
Operator action
updates the queue item, workflow action, audit event, and integration outbox together