Instruction pipeline List
Group instructions by Status, Organization and Counterparty with requested principal USD.
Trace instructions, decisions, provider events and account movement exceptions.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 48 | ||
| Under review | 22 | 46% | |
| Approved | 11 | 50% | |
| Submitted | 5 | 45% |
Sample totals per stage
Group instructions by Status, Organization and Counterparty with requested principal USD.
Show review decisions by Parent, source revision, Reviewer, Decision and decided at.
Follow loan applications through application evidence and operation receipts by provider and operation references.
List Repayments in Exception by Loan, provider event ID, received at and received USD.
Compare repayment schedules by Loan, due date, principal due USD and interest due USD.
Group member savings by Status, Organization, savings USD and decision at.
Show Borrowers and their loan accounts by Owner, Active, Provider and Currency.
List operation receipts by result state, Action, occurred at and expected revision.
Start free, then use Proto to change fields, steps and approvals before your team goes live.