Loan Onboarding Flow

Flow Steps

Step	Screen name	User action	System response	Decision points	Error states	Next step
1	document-upload-flow	Drag and drop one or more agreements	Files validated and queued	File type valid? file count within limit?	File rejected, upload interrupted	Step 2
2	document-upload-flow	Monitor progress and wait for completion	Extraction pipeline starts per file	Continue with partial completion or wait for all files	Processing timeout, parse failure	Step 3
3	extraction-review-screen	Open completed file and review extracted fields	Viewer and field table loaded with confidence states	Accept auto-filled values or edit	Evidence missing, low-confidence cluster	Step 4
4	extraction-review-screen	Approve or reject each flagged field	Field status updates persisted with provenance links	All required Tier 1 fields approved?	Save conflict, approval permission denied	Step 5
5	extraction-review-screen	Execute document-level approval	Document status set to approved	Export now or batch later	Export precheck failure	Step 6
6	dashboard-home	Trigger export to LoanIQ	Payload generated and sent to LoanIQ integration	Export acknowledgement received?	LoanIQ endpoint unavailable, schema mismatch	Complete

Decision Logic

1. If required field approval is incomplete, block export.
2. If confidence is below review threshold, enforce manual confirmation.
3. If LoanIQ export fails, route to support runbook and preserve retry context.

Error Recovery Paths

1. Upload error -> retry same file row from document-upload-flow.
2. Extraction error -> reprocess document from upload screen.
3. Approval conflict -> refresh field lock state and reapply action.
4. Export error -> queue retry and show integration error code.