Appearance
Activity, Data & Integration tabs
Last updated: 2026–05-27
Activity tab
Chronological audit and system history for the application.
Grouping
Events bucket into:
- This week
- This month
- This year (by month)
- Previous years (by year → month)
Event types
| Type | Typical content |
|---|---|
update | Variable/status updates (may render variable codes as badges) |
step_change | Wizard/flow step transitions with previous/current labels |
consent | Consent capture events |
view | View events |
app_assign | Assignment changes |
document_status_update | Document lifecycle |
Each row shows system vs user icon, actor name (if user), timestamp, and description. Step changes can show tab_dict-aware labels when provided.
Use cases
| Need | How |
|---|---|
| Prove who approved | Filter visually in “This week” for approve descriptions |
| Debug stuck step | Look for last step_change |
| Document upload trail | document_status_update entries |
Edge cases
| Situation | UI |
|---|---|
| No history | Empty/skeleton states during load |
| Very long descriptions | Badges inline for _ variable tokens on update type |
Data tab
Model data table: variables materialized on the application from providers and inputs.
| Column | Meaning |
|---|---|
| Variable | Engine name / label |
| Provider | Source provider type string |
| Type | Data type |
| Value | Stored value (may be complex) |
| Role | Co-borrower vs primary when multi-applicant |
| Action | Edit opens Edit data value modal (permission-gated) |
Supports sorting/filtering; co-borrower slots may show instance badges.
Use cases
- Inspect raw provider output not surfaced on Application tab.
- Correct a single errant variable without full section edit (when permitted).
Implementation notes
- Edit uses
EditDataValuemodal and variable type map from shared utils. - Changes may still require workflow re-run depending on tenant policy.
Integration tab
Lists integration calls (provider HTTP/API executions) for the session.
| Column | Description |
|---|---|
| Integration name | Provider label |
| Request URL | Endpoint called |
| Timestamp | When the call ran |
| HTTP method | GET/POST/etc. |
| Status code | Response code |
| Action | Open Integration response modal (request/response payloads) |
Use cases
| Scenario | Action |
|---|---|
| Debug Plaid/KYC failure | Sort by time → open payload modal |
| Share with engineering | Copy payload from modal for ticket |
Edge cases
| Situation | UI |
|---|---|
| No calls | Fallback empty state inside accordion |
| Large payloads | Modal display; avoid logging PII externally |
Sandbox vs production
Activity and integration entries reflect whichever database your session uses. Manual Update Status webhooks enqueue to sandbox or default based on environment detection (is_default_request).