Requirement library
Configure documents, accounts, collateral, guarantors, product requirements, and borrower-data basis.
Policy Studio
Configure lending policy without losing governance.
Manage requirements, rules, approvals, versions, and compliance review for each institution.
Page focus
Key areas
Maker-checker workflow
Separate policy authors from approvers and prevent self-approval of production-impacting rules.
Versioned policy
Preserve snapshots so historical decisions remain reproducible after policy updates.
Governed by design
Designed for responsible credit workflows
Institution-owned rules
Each lender controls requirements, thresholds, and review conditions.
Protected-attribute safeguards
Sensitive attribute rules require documented justification and compliance approval.
Production discipline
Policy changes are auditable and tied to approved roles and versions.
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.