Flow Rules

These rules ensure compliance and accuracy by verifying loan-related documents

against predefined conditions. Each rule is assigned a status, allowing users to track

and manage document validation efficiently.

Key Feature:

● Displays a list of validation rules associated with the loan.

● Each rule is assigned a status indicator:

○ ✅ Pass – The rule has been validated successfully.

○ ❌ Fail – The rule failed validation and needs review.

○ 📄 Doc Pending – Required documents are missing or incomplete.

○ ⚪ N/A – The rule is not applicable for this loan.

○ 🔄 Overridden – The rule has been manually updated by the user.

● Users can filter rules using the Filter by Document dropdown for quick

access.

● Selecting a rule displays the related documents in the right panel for

verification.

● Users have the option to override the rule status by manually selecting

Pass/Fail, ensuring flexibility in document validation.

By leveraging the Flow Rules tab, users can efficiently track, validate, and manage

loan document compliance, reducing errors and ensuring regulatory adherence.

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