Application detail — overview and header

This page documents the breadcrumb bar, toolbar buttons, and the Overview right-rail tab on v2 application detail. Parent overview: Application detail.

[NEEDS SCREENSHOT: Breadcrumb and toolbar on app 10501 — Acme Lending]

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Breadcrumb bar

The bar sits directly under the global Agent Dashboard page header.

Segment	Behavior
Home	First crumb (house icon) — navigates within the app shell.
Agent Dashboard	Link back to /application/applications/.
Application ID	Numeric ID from app_details.id (e.g. 10501). Not a link when it is the active record.
primary chip	Shown for multi-applicant primary on product-level multi flows when no role dropdown is needed. Lowercase indigo pill.
Role dropdown	Shown when multiple applicants exist; switches session.

Multi-applicant selector

When the tenant uses multi-applicant at product level:

• Primary on a multi-product application sees a dropdown of roles (primary, coborrower_1, etc.).
• Non-primary applicants also get the dropdown to switch parties.
• Choosing a role navigates to /application/detail/{newSession}/ for that party’s application_id.

Acme example: App 10501 (primary, Alex Rivera) shows dropdown entries primary, coborrower_1. Selecting coborrower_1 loads co-borrower Jamie Rivera’s session; breadcrumb ID may change.

[NEEDS SCREENSHOT: Breadcrumb with role dropdown — primary vs coborrower_1]

What happens when you click Agent Dashboard: You leave detail and return to the filtered/unfiltered list you had been using (list state depends on navigation history).

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Toolbar buttons (left to right)

All toolbar actions except Download PDF are wrapped in HideForRoles for Auditor—Auditors see only download.

Download Application PDF

Label in UI	Tooltip: Download Application PDF (download icon only)
Who	All roles including Auditor
What it does	Calls the export API for the current session and downloads a PDF of the application package.

Workflow:

1. Open application detail.
2. Click the download icon in the toolbar.
3. Browser saves or opens the PDF (behavior depends on browser settings).

What happens when you click: Immediate download request; no confirmation modal. Errors surface via toast if the export fails.

[NEEDS SCREENSHOT: Download icon tooltip]

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Schedule (Cashmax only)

Label in UI	Schedule (secondary button)
Who	Non-Auditor; tenant domain must include cashmax
What it does	Opens Schedule modal to book an in-store appointment.

Modal fields:

Field	Required	Notes
Location	Yes	Searchable store list (address, city, state, zip)
Date	Yes	Calendar; only dates when selected store is open
Time	Yes	Slots derived from store hours (CST)

The modal header area shows existing booking (No Booking yet or date/time and location).

Workflow — new appointment:

1. Click Schedule.
2. Wait for booking details to load (spinner if variables are fetching).
3. Pick Location → Date → Time.
4. Confirm save (primary action in modal).
5. Modal closes on success; button may show loading while submitting.

Acme note: Standard Acme Lending docs use a fictional lender without Cashmax; your production tenant may not show Schedule at all.

[NEEDS SCREENSHOT: Schedule modal with store and time slot]

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Request OTP and Verify OTP

Initial label	Request OTP (secondary button)
After send	Verify OTP (replaces dropdown until verified or expiry)
Who	Non-Auditor
Validity	OTP state expires 30 minutes after send (UI resets to Request OTP)

Request OTP dropdown

Click Request OTP to open:

Menu item	When enabled	Action
Send on Mobile	Phone on file	Sends OTP SMS; shows masked number in menu
Send on Email	Email on file	Sends OTP email
No phone number	Missing phone	Disabled guidance: add phone on application
No email	Missing email	Disabled guidance: add email

What happens when you choose Send on Mobile: API sends OTP; button label becomes Verify OTP; persisted per session in browser storage.

Verify OTP modal

Opened by clicking Verify OTP.

Element	Behavior
Title	Verify applicant
Subtitle	“We’ve sent a code to {email or masked mobile}”
Six inputs	Numeric OTP; auto-advance; paste supported
Click to resend	Resends OTP
Cancel	Closes modal; OTP may still be valid until expiry
Verify	Submits code; disabled until all six digits filled

Success: Modal closes; OTP sent state clears; applicant marked verified server-side.

Mini-scenario — CSR (Acme app 10501, Alex Rivera):

1. Request OTP → Send on Mobile ending in 4567.
2. Caller reads code 482913.
3. Verify OTP → enter digits → Verify.

[NEEDS SCREENSHOT: Request OTP dropdown with mobile and email] [NEEDS SCREENSHOT: Verify applicant modal — six digit inputs]

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Update Status

Label in UI	Update Status (primary button)
Who	Non-Auditor
First click	Dropdown menu of status actions
Second step	Update Application Status modal (or Approve Application for special approve flow)

Dropdown options (full catalog)

These are the labels in the product. Availability depends on current stage (see next table).

Menu label	Internal ID	Typical meaning
Approve	1	Approve application; may continue product flow / decision trees
Decline	8	Deny application
Doc Requested	5	Request documentation from applicant
Withdrawn	100	Applicant or lender withdrew
Closed	10	Close application
Processing	0	Mark as processing / in flight

Stage-gated availability (summary):

Current stage (API)	Options usually available
Approved	Decline, Withdrawn, Doc Requested, Processing, Closed
Declined	Approve, Doc Requested, Closed, Processing
Withdrawn	Approve, Decline, Doc Requested, Closed, Processing
Document / DocReceived / Identity review / Credit review	Approve, Decline, Withdrawn, Processing, Closed
Processing	All except Processing
Closed	All except Closed
Other / default	Full list

Exact gating is enforced in the UI; if an option is missing, the application’s current stage does not allow that transition.

What happens when you click Approve with approval variables configured: Skips the generic modal and opens Approve Application first (collect required fields). Otherwise opens Update Application Status with Approve pre-selected.

[NEEDS SCREENSHOT: Update Status dropdown — all options visible]

Update Application Status modal

Field	Required	Notes
Update Status	Yes	Same labels as dropdown; can change selection
Outcome	When stage ≠ Withdrawn	Dropdown of tenant outcomes matching the action; helper: runs independent of decision tree in current step
Choose Tab	For Decline or Doc Requested when not RAI	Sends applicant to a specific wizard tab (tab_info from product)
Note	No	Free text for audit trail

Footer: Cancel | Update (loading while saving).

On success: Toast Application status updated; modal closes; Overview badge refreshes on next data fetch.

Approve hint under status field: “will continue per the product flow and run decision trees”.

Approve Application modal (approval variables)

Shown when Approve is chosen and approve_variables is non-empty.

Variable type	Control
date	Calendar
numeric	Number input
string	Text input
boolean	True/False radio
list	Select from list values

Update submits approve with status: 1 and variable payload. Toast: Application approved.

Acme example — approve 10501:

1. Update Status → Approve.
2. If prompted, set Approval date and Manual review complete = True.
3. Update.
4. Overview shows success-stage badge; Outcome may populate from rules.

Decline / Doc Requested with tab selection

1. Update Status → Decline or Doc Requested.
2. In modal, pick Choose Tab (required unless tenant is RAI).
3. Pick Outcome if listed.
4. Add Note (“Insufficient income documentation”).
5. Update.

What happens: Applicant portal can open on the selected tab; internal stage/outcome update via API.

[NEEDS SCREENSHOT: Update Application Status modal — Decline with Choose Tab] [NEEDS SCREENSHOT: Approve Application modal — variable grid]

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Overview tab (right rail)

Default right-rail tab. Data loads from overview API plus wizard_url for links.

Application Overview accordion

Field	Description
Role	Multi-applicant only; indigo pill (primary, etc.)
Status	Stage badge with display mapping (e.g. Pending → Incomplete, Document → Doc Requested)
Outcome	Text outcome from processing
Created	Created timestamp
Last Updated	Last update timestamp
Current Step	Label of current wizard step
Product	Product name + version badge (classic wizard apps)
Application URL	Applicant wizard link; hover copy icon
Client Portal	Portal link; hover copy icon
Flow / Flow Preview	Flow Builder apps: flow name, version, preview link

Status badge colors (simplified):

Stage family	Badge tone
Declined / Withdrawn / Closed	Error
Approved / Booked	Success
Pending	Default (shows Incomplete)
Doc Received	Blue
Others	Warning

Campaign Details accordion

Shown when lead buy is enabled and lead source name exists.

Field	Example (Acme)
Lead Source	Acme Partners
Campaign	Spring Personal Loan + campaign ID badge
Sub Campaign	Email nurture + sub-campaign ID

Assigned accordion

Control	Behavior
Assigned	Pill with avatar or Assign (+). Click opens Assign modal (unless Auditor).
Tag	Tag pills with X to remove; empty state Add tag opens tag picker.

Assign workflow:

1. Click Assign or assigned name pill.
2. Choose user in modal → save.
3. List and Overview refresh.

Remove tag: Click X on pill (stops propagation so picker does not open).

See Assigning and tags.

[NEEDS SCREENSHOT: Overview — Application Overview + Assigned sections]

Applicant Details accordion

Field	Notes
Full Name	First, middle, last
Email Address
Phone Number	If Five9 URL present, phone is clickable (Call with Five9 tooltip)
Birth Date	Masked; eye icon to reveal encrypted value
SSN	Masked; eye icon to reveal
Address	Combined street, city, state ZIP

What happens when you click the eye on SSN/DOB: Decrypt/reveal for your session (audited server-side); click again to hide.

Child Product Overview accordion

Shown for primary applicant on multi-applicant product-level flows. Lists each co-applicant role with:

• Role badge + link icons (external redirect, applicant portal)
• Stage badge
• Outcome

Acme example: Primary Alex shows child product Personal Loan — Joint and coborrower Jamie Rivera at stage Incomplete.

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Other right-rail tabs (brief)

SMS

• Who: Tenant Admin or Manager when tenant_sms is true.
• What: Thread with applicant; uses tenant SMS number and Firebase room.
• Not covered in depth here; same session as detail.

Notes

• Internal rich-text notes list and add note.
• Never sent to applicant.

Arc AI

• Shown when Arc AI is enabled for tenant.
• Gradient star icon on tab.
• AI assistance scoped to application session.

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Workflow cheat sheet

Goal	Steps
Return to queue	Breadcrumb Agent Dashboard
Switch co-borrower	Breadcrumb role dropdown
Export record	Download icon
Verify caller	Request OTP → Verify OTP
Approve with conditions	Update Status → Approve → fill variables → Update
Request pay stub	Update Status → Doc Requested → Choose Tab → Update
Assign underwriter	Overview → Assign → Jordan Lee
Copy applicant link	Overview → Application URL → copy icon

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Related links

• Application detail
• Application tab
• Assigning and tags
• Agent dashboard — Workflows