System ownership map
Define which system owns applicants, products, accounts, documents, decisions, and outcomes.
Integrations
Connect APIs, files, webhooks, and institution systems.
Plan integration flows for core banking, CRM, loan origination, mobile channels, and reporting systems.
Page focus
Key areas
Data movement options
Choose API, webhook, CSV, SFTP, or assisted paths based on maturity and risk.
Reconciliation
Plan failed event, duplicate record, and outcome-update handling before launch.
Governed by design
Designed for responsible credit workflows
Enterprise handoff
Integration is an operating model, not only an endpoint list.
Identity and consent
Data movement must preserve person identity, purpose, and borrower-data basis.
Operational support
Failures need owners, logs, retry paths, and support channels.
Next step
Bring this workflow into your institution.
Use the public route to orient teams, then configure the private portal and API workflows around your approved policy.