Application detail — workflows (quick reference)

Decision trees for the Docs, Email, Data, Integration, Transactions, Tasks, and Activity tabs. Use with the use cases for full narratives.

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Which tab should I open?

flowchart TD
    A[What do you need?] --> B{Documents or contracts?}
    B -->|Yes| C[Docs tab]
    B -->|No| D{Talk to applicant?}
    D -->|Email history or send| E[Email tab]
    D -->|SMS| F[Right rail SMS]
    D -->|No| G{Numbers or API?}
    G -->|Variable values| H[Data tab]
    G -->|Raw API payloads| I[Integration tab]
    G -->|Bank rows| J[Transactions tab]
    G -->|Team to-dos| K[Tasks tab]
    G -->|Audit trail| L[Activity tab]

I need to…	Go to
Request, review, generate, or download files	Docs
See if an email sent or send a new one	Email
Text the applicant (if enabled)	SMS (right rail)
See or fix a field value	Data
See why an integration failed	Integration
Tag deposits / run income summary	Transactions
Assign internal follow-up	Tasks
See who changed what and when	Activity

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Docs tab — action picker

flowchart TD
    D0[Docs tab] --> D1{File exists?}
    D1 -->|No| D2{Applicant should upload?}
    D2 -->|Yes| D3[Request Docs / Request]
    D2 -->|Staff has copy| D4[Preview → Upload]
    D1 -->|Yes| D5{Status Review?}
    D5 -->|Yes| D6[Start Review or Preview → Approve/Reject]
    D5 -->|No| D7{Need contract?}
    D7 -->|Yes| D8[CONTRACTS → Generate]
    D7 -->|No| D9[Preview / Download / bulk Download]

Situation	Button / action
Nothing uploaded yet	Request Docs or section Request
Staff has paper copy	Preview → Upload or Replace document
In review queue	Start Review → Approve / Reject / Skip
Need legal agreement	Generate (pick template)
Need files offline	Row Download or select many → Download
Applicant uploaded wrong file	⋮ → Request new document or Replace document

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Email vs Docs request

flowchart LR
    E1[Need applicant to act?] --> E2{About specific files?}
    E2 -->|Yes, know which| E3[Docs → Request Docs]
    E2 -->|General message| E4[Email → Send Email]
    E3 --> E5[Same composer panel]
    E4 --> E5

Both paths open the Request Docs composer. Prefer Docs when you already see which items are Pending. Prefer Email when checking delivery history first.

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Data vs Integration troubleshooting

flowchart TD
    T0[Value wrong or missing?] --> T1[Data tab → find variable]
    T1 --> T2{Source type?}
    T2 -->|User Input + editable| T3[Action → Update]
    T2 -->|Integration| T4[Integration tab → find call → View]
    T2 -->|Derived / System| T5[Fix upstream app data or re-run rules]
    T4 --> T6{HTTP error?}
    T6 -->|Yes| T7[Escalate / retry integration]
    T6 -->|No| T8[Parse response; fix mapping]

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Transactions — tagging decision

flowchart TD
    X0[Transactions tab] --> X1{Account listed?}
    X1 -->|No| X2[Empty state — ingest accounts first]
    X1 -->|Yes| X3[Select account / Mark Primary if needed]
    X3 --> X4[Filter date + To/From search]
    X4 --> X5{How many rows?}
    X5 -->|One| X6[Tag column → Add Tag / change tag + note]
    X5 -->|Many| X7[Checkboxes → Bulk edit]
    X6 --> X8[Optional: Summary → Income]
    X7 --> X8

Tag choice	Typical use
Income 1 / Income 2	Payroll or verified deposits
Housing	Rent / mortgage payments
Payday	High-risk short-term credits
Gambling	Risk flags
Others	Residual

Undo: After bulk tag, use toast Undo if shown before it expires.

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Tasks — create vs complete

Step	Action
New work item	Task or New Task → fill description, due, assignee → Create Task
Done	Row checkbox → auto-saves complete
Change plan	⋮ → Edit → Update Task
Remove	⋮ → Delete → confirm Delete

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Activity — when to look

Trigger	Check Activity for
Status dispute	step_change, update
Consent complaint	consent
“Who touched this?”	User-icon events
Automation dispute	System events
Doc dispute	document_status_update

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Role gates (summary)

Action	Auditor	CSR	Underwriter	Analyst/Admin
Send Email / Request Docs	No	Yes	Yes	Yes
Approve/Reject docs	No	Config	Yes	Yes
Edit Data variable	No	Rare	If editable	Yes
Mark Primary account	No	No	No	Yes
Create Task	No	Yes	Yes	Yes
View Integration response	Yes	Yes	Yes	Yes

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Page map (main tabs)

Order on application detail:

Application → Underwriting → Transactions → Offers → Docs → Email → Data → Integration → Tasks → Activity

Right rail (when open): Overview | SMS (optional) | Notes | Arc AI (optional)

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Related docs

• Documents
• Email and communications
• Data and integrations
• Transactions and tasks
• Activity
• Use cases
• Application detail overview