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Purpose​

  • Provide a single operational summary for loan onboarding and covenant risk.
  • Prioritize the next action for Loan Operations Officer and Credit Analyst.

Primary User​

  • Primary persona: Loan Operations Officer
  • Secondary persona: Credit Analyst

Layout​

  • Frame: dashboard-home
  • Grid: grid.columns=12, grid.columnWidth, grid.gutter
  • Surface: color.surface.background
  • Shell:
  1. SF/Global/Nav/Sidebar/Expanded anchored left.
  2. SF/Global/Nav/Header/Default anchored top.
  • Main content rhythm: spacing.6 horizontal and spacing.4 vertical.

Components​

Component namePositionSizeDataStates
SF/Global/Nav/Sidebar/ExpandedLeft shell, full frame heightcomponent-mapping default_dimensionsNav labels, active route, user profileexpanded
SF/Global/Nav/Header/DefaultTop shell, content area widthcomponent-mapping default_dimensionsPage title, notifications count, user namedefault
SF/Dashboard/StatsCard/Default x4Main columns 1-8, row 1component-mapping default_dimensionsmetric_label, metric_value, trend_direction, trend_deltadefault
SF/Dashboard/DocumentCard/ActiveMain columns 1-8, row 2component-mapping default_dimensionsdocument_name, workflow_status, confidence_score, updated_atactive
SF/Dashboard/DocumentCard/ProcessingMain columns 1-8, row 3component-mapping default_dimensionsdocument_name, workflow_status, queue_position, uploaded_atprocessing
SF/Dashboard/DocumentCard/ReviewRequiredMain columns 1-8, row 4component-mapping default_dimensionsdocument_name, workflow_status, review_count, updated_atreview-required
SF/Dashboard/CovenantAlert/Warning x2Main columns 9-12, row 2-3component-mapping default_dimensionsborrower_name, covenant_name, current_value, threshold, test_datewarning
SF/Dashboard/CovenantAlert/Ok x1Main columns 9-12, row 4component-mapping default_dimensionsborrower_name, compliance_summary, as_of_dateok
SF/Dashboard/ActivityFeed/Item/Default x5Main columns 9-12, row 5component-mapping default_dimensionsactor, action, entity_name, occurred_atdefault
SF/Dashboard/QuickAction/Button/PrimaryMain columns 1-3, row 6component-mapping default_dimensionslabel=Upload Documentdefault
SF/Dashboard/QuickAction/Button/SecondaryMain columns 3-5, row 6component-mapping default_dimensionslabel=View Covenantsdefault

Data Fields​

Field keyTypeSourceDisplay token
documents_this_weeknumbersystemtypography.heading.md
pending_review_countnumbersystemtypography.heading.md
covenant_alert_countnumbersystemtypography.heading.md
avg_extraction_accuracynumbersystemtypography.heading.md
document_namestringdocumenttypography.body.md
workflow_statusenumsystemtypography.label.sm
confidence_scorenumbersystemtypography.label.sm
updated_atdatetimesystemtypography.body.sm
covenant_namestringdocumenttypography.body.sm
current_valuestringsystemtypography.mono.sm
thresholdstringdocumenttypography.mono.sm
test_datedatedocumenttypography.body.sm
activity_itemsarraysystemtypography.body.sm

States​

Loading​

  • Stats cards use skeleton text placeholders.
  • Document list shows three SF/Dashboard/DocumentCard/Processing placeholders.
  • Covenant widget shows two neutral alert placeholders.

Empty​

  • Active documents section shows empty-state card with primary action Upload Document.
  • Covenant alerts section shows No active covenant alerts with info treatment.
  • Activity feed section shows No recent activity.

Error​

  • Inline error banner uses color.semantic.error.light and typography.body.sm.
  • Retry action rendered as SF/Dashboard/QuickAction/Button/Secondary with label Retry.

Populated​

  • Four metrics visible.
  • Three document cards visible with states Active, Processing, ReviewRequired.
  • Three covenant alerts visible: warning, warning, ok.
  • Five activity feed items visible.

Feature-Specific​

  • review-required-priority
  • Trigger: pending_review_count > 0.
  • Behavior: at least one SF/Dashboard/DocumentCard/ReviewRequired must be visible above fold.
Interactive elementTarget screenInteraction
Sidebar Dashboarddashboard-homeclick
Sidebar Documentsdocument-upload-flowclick
Sidebar Covenantscovenant-monitor-screenclick
Sidebar Q&Adocument-qa-interfaceclick
Sidebar BMTextraction-review-screenclick
Header notification belldashboard-homeclick
SF/Dashboard/DocumentCard/Activeextraction-review-screenclick
SF/Dashboard/DocumentCard/Processingextraction-review-screenclick
SF/Dashboard/DocumentCard/ReviewRequiredextraction-review-screenclick
SF/Dashboard/CovenantAlert/Warningcovenant-monitor-screenclick
SF/Dashboard/CovenantAlert/Okcovenant-monitor-screenclick
SF/Dashboard/QuickAction/Button/Primarydocument-upload-flowclick
SF/Dashboard/QuickAction/Button/Secondarycovenant-monitor-screenclick

Content Map Key​

  • content_map_key: dashboard-home
  • Help panel link: 02-user-docs/getting-started/what-is-smartflow.md

Accessibility Notes​

  • Header uses single h1; section headers use h2.
  • Sidebar and quick actions are keyboard reachable in logical order.
  • Focus indicators use color.accent.600.
  • Foreground/background combinations must meet contrast using color.neutral.900 on light surfaces and color.neutral.50 on sidebar.