Integrations

• Source catalog. Agree how material codes, branch ownership and reviewed field mappings will be maintained.
• Identity source. Decide how staff and reviewer identities map to staff records and authorized branches.
• Issuance service. Define which operation key and receipt identify a delivered loan request.
• Document source. Decide which external reference accompanies a supporting attachment when evidence originates elsewhere.

Name an owner for every external source and define what staff do when its value differs from the request. A processing run carries an input hash and result reference, while steps and attempts can retain receipts and failure reasons. Use those references to reconcile an uncertain outcome before recording delivery. Review field mappings with the administrator and test a single request before scaling the connection. See the delivery process.