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- EMI Calculator & Tracker
- Process
- Evidence reconciliation
Evidence reconciliation
Compare claimed operation effects with persisted records and provider evidence.
Step by step
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Open receipt Loan Operations Analyst
Loan Operations Analyst opens a Pending receipt and identifies its parent application, expected revision and operation key. The receipt is a claim to check, not proof of completion.
- Identify the open receipt and application revision.
- Updates Operation receipts
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Check effects Loan Operations Analyst
Loan Operations Analyst compares the receipt’s effect references with the persisted application, decision or funding record and the provider evidence. A missing effect, changed revision or unsupported provider response needs investigation.
- Compare every claimed effect with the saved record and provider source.
- Updates Operation receipts, Loan applications, Application evidence
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Reconcile evidence Loan Operations Analyst
Loan Operations Analyst marks the receipt Completed only when records and provider evidence agree. A discrepancy moves it to needs review with a reason; a failed attempt remains Failed. Auditor can follow the linked trail.
- Record Completed only for verified effects; keep discrepancies in needs review.
- Updates Operation receipts, Review decisions
Who does what
Roles and permissions- Loan Operations Analyst
- ; Auditor reads the resulting evidence within scope.
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