Settings

Operator profile

Signed in as Alex Chen (Operator). Multi-user identity and roles will be added in a future release.

Checklist templates

Configure the default checklist applied to new screening cases. Existing cases are not modified.

Required Documents
Evidence expected from the requester or applicant.
  • Required
  • Required
  • Required
  • Required
  • Required
  • Optional
Operator Actions
Internal review steps operators complete before report generation.
  • Required
  • Required
  • Required
  • Required
  • Optional
  • Required
  • Required
  • Required

Demo data

Reset all cases, communications, reports, and the checklist template back to the seeded demo dataset.

MVP boundaries

  • No external requester login in this MVP.
  • No automated email inbox integration; communications are logged manually.
  • No credit bureau, bank analysis, or automated approval/rejection.
  • Report content is generated from operator-entered evidence only.