Bounded loan-file queries — the working pipeline and a per-status count
**************** (unarchived, in the given statuses) and countByStatusForOrganization (GROUP BY in the database), for callers that used findByOrganizationId to ...
A final outcome set in Kamo obeys "push stage from Kamo" too
With the setting off, a person marking a loan denied or withdrawn in Kamo still sent ADVERSE_LOAN to Arive. Off now means nothing a person does to the status in...
Automation switches — every action Kamo takes on its own is the lender's choice, off by default
MlosAutomationAction lists each message and loan change the MLOS makes without a person choosing it (borrower emails, team alerts, checklist building, document ...
AI_REHIRED access-log event for a terminated SI set back to Active (TPSIREHIRE)
Appended last: event_type is VARCHAR(30), STRING-persisted, with no CHECK, so no DDL.
One voice-link model for Alexa and Google Home (assistant column, IOT_GOOGLE OAuth client purpose)
iot_alexa_links.assistant = ALEXA | GOOGLE (applied by hand from iot-service **************** default ALEXA) and the OAuth client purpose IOT_GOOGLE for "Works ...
Voice quiet hours have their own on/off flag
**************** (applied by hand, nullable, null = on), so switching voice quiet hours off and on keeps the member's own start and end.
SiOnBehalfAction, the append-only log of what an SI did through a member's own account
TPONBEHALF (owner 2026-10-28): on an authenticated direct order from anyone up its chain of command, an SI may act through the ordering member's own account; ev...
View Own Mortgage Loans right; loan reports scope to the member's own loans
MLOS_VIEW_OWN_LOANS (660) is the new root of the mortgage rights: it lets a member see and work the loans they are the assigned loan officer on. View Mortgage P...
Owners and administrators, with one leader always kept; administrators always keep CONFIGURE_SYSTEM
OrgLeadershipService holds every rule for making or unmaking an organization owner or administrator: only an owner or administrator (or an open god window) may;...
Easter egg settings and wake-up call entities (TPWAKEUP)
Declares ai_easter_egg_settings, ai_wakeup_calls and ai_wakeup_optouts (kamoai-service **************** so KamoInitializer can recreate them.
The LAR is filed in HMDA codes — sex no longer reversed, refinance split, real edit checks
HmdaLarService wrote the application's own (URLA-order) values straight onto the Loan Application Register. The filing file was wrong in ways the HMDA platform ...
Per-kind channel choices, voice quiet hours and cap, SI_ASSISTANT_REPLY, voice activity kinds
Voice Assistant program (2026-10-27) P3-5, P3-6, P4-1. Declares what was applied by hand: member_notification_channels (member, kind, PHONE|VOICE, enabled), ***...
Declare the voice-assistant link columns and tables (personal links, last error, PINs, voice profiles)
Columns on iot_alexa_links (last_error_code/at, pending_grant_choice, owner_kind, owner_member_id, site_id, notifications_enabled) and the tables iot_voice_org_...
Administrators may edit the Administrator role's rights, never switching off CONFIGURE_SYSTEM
The Administrator (Full Access) role is stored isAllowEditSecurity=false, so no one could change its rights. **************** is the one door in: it accepts onl...
A Mortgage Lending shelf of eighteen audit, compliance and operations reports
Report Studio had no mortgage reports; the MLOS had one real compliance report (the HMDA LAR page) and a set of work screens that could not filter, export or sc...
AiExternalMeeting entity for SI joins of third-party meetings (TPEXTMEET)
Declares ai_external_meeting (kamoai-service **************** applied) so KamoInitializer can recreate it.
Ten Mortgage calculator rights under Calculator (650-659)
CALC_MORTGAGE_PAYMENT, _AFFORDABILITY, _LOAN_FROM_PAYMENT, _DOWN_PAYMENT, _CLOSING_COSTS, _CASH_TO_CLOSE, _DTI, _LTV, _EXTRA_PAYMENT and _AMORTIZATION: one per ...
AiRealismTestWindow — calls from a test extension to an SI inside a window are test calls
Tables for shift report settings and decisions, so KamoInitializer can recreate them
Owner order 2026-10-26 (TPSHIFTREPORTS): SI clock-in/clock-out reports become configurable per department, job title, team and member, for the sending SI and fo...
Settings waterfall, private memory and pending confirmation rows for the personal SI Assistant
Declared for KamoInitializer; aiservice created the tables by hand **************** and writes them with targeted SQL.
A realtime speech-to-speech model can be verified — REALTIME_AUDIO is probed by opening a session (voice realism VR1, D9)
REALTIME_AUDIO was ATTESTED, and only platform providers can be attested, so no org's realtime model could ever be VERIFIED, and an SI is routed to VERIFIED mod...
The AI_CALL_METRICS entity, with the call's voice realism counts (VR1)
kamoai-service writes ai_call_metrics JDBC only; the entity declares every column (and the new REALISM text column, a JSON object of the call's realism counts: ...
AiPersonaGeneration, the record of the personality generated for each SI
The SI's own rights decide who may invite it; meeting_invite_policy is only an optional restriction
Owner decision 2026-10-26: an SI whose own security policy allows meetings may be invited by any team member; one whose policy does not only by its supervisors ...
Every SI speaks by its personality, and the tables for background sound, voice consent and caller phrase memory
PhoneStyle compiles an SI's traits into spoken phone rules (contractions and address forms, warmth, humor, energy, hedging, empathy, curiosity, register, region...
SI_AUTH_REQUEST notification kind and the SI authentication log entities
Owner 2026-10-26: direct orders reaching an SI over a channel that proves nobody's identity are confirmed by the member in Kamo first. Appends **************** ...
MeetingInvitePolicy — who may invite an SI into a meeting; declare ai_member_call_options
Kamo Meet "Invite an SI" (owner order 2026-10-26). An SI's supervisors (its reporting line over manager and SI-supervisor edges, the org owner) may always invit...
Declare ai_call_recap and ai_member_recap_options for the SI call recap email (TPRECAPS)
One row per SI phone call that had a conversation, so its recap reaches the supervisor once; and an SI's two recap options, both on by default. Hand-applied DDL...
Loan summaries carry when an MLOS loan really opened (openedAt)
Retry the pipeline board read on a Yugabyte read restart; ignore impossible Arive dates
The board loads every loan over several statements; a concurrent write (the Arive import) made Yugabyte fail a later one with 40001, shown to the user as a raw ...
Pre-application statuses, every HMDA outcome, archive, and Arive's real dates
Arive loans were mapped from stage names alone: every pre-application stage became Application Taken, every archived loan Withdrawn (funded ones too), every adv...
Use the org's own mortgage market, whatever it is titled
ensureMortgageMarket matched only the title "Residential Mortgage Loans", so an org that had renamed its market ("Loans", "KamoMLOS") got a second, empty mortga...
Sync external MLOS (Arive, MeridianLink) at the loan, not the lead
The lead-level LOS link is replaced by a loan-level one: every loan application is mirrored to the market's external MLOS and back, linked one-to-one by MLOS_LO...
E-prescribing schema — network account, enrollments, pharmacy directory, transmissions
Five new clinical tables (ehr_erx_settings, ehr_erx_enrollment, ehr_erx_pharmacy, ehr_erx_pharmacy_import, ehr_erx_transmission), structured preferred/alternate...
Patient outreach entities — contact consent, sent messages, reminder ledger, reminder settings, video visits
- PatientContactConsent (ehr_patient_contact_consent): append-only SMS / EMAIL / do-not-contact ledger - PatientMessage (ehr_patient_message): texts and e-mails...
Terminology store can hold loaded releases — load state, picker columns, ingredient links, search words
term_code_system_release gains **************** so only a COMPLETE release answers a lookup. term_concept gains concept_class (RxNorm TTY), short_display, billa...
X12 claim-file entities — billing profile, clearinghouses, billing clinicians, payer plan types, control counter, 837 batches, imports
The tables behind hand-uploaded 837P files and 999/277CA/835 imports. RemittanceAdvice.raw835 is now @JsonIgnore (an 835 names every patient it pays and the rem...
Note author and cosigner ids as text for browsers
Member ids are int64 beyond JavaScript's exact integer range; the transient authorMemberKey / cosignerMemberKey let the chart compare "is this my note" and pre-...
Chart list reviews, allergy reaction/severity, status reasons, order diagnoses, result review note
- ClinicalListReview (fhir_chart_list_review): a real reviewed-at record for the allergy and medication lists, so 'reviewed' stops meaning 'at least one row e...
Schedule entities for the practice's clock, rooms, desk payments and recall outreach
- PracticeSettings (ehr_practice_settings): the practice's time zone and default visit length - PracticeRoom (ehr_practice_room): rooms a patient is put in; ret...
Front-desk registration record — contact details, emergency contacts, MRN counter, coverage write fields
Patient gains preferred contact method, primary care member and preferred pharmacy; emergency contacts are FHIR Patient.contact (fhir_patient_contact, retired n...
Chart documents, practice note templates, note read-side text and withdrawal record
- PatientDocument (ehr_patient_document): category, title, document date, content type, size, SHA-256, imaging Img id + storage key, uploader, entered-in-erro...
Record how a claim was sent, and list reviewed emergency accesses
A claim gains ready_at, submission_channel, submitted_by_member_id and submission_note, so a claim sent by hand through a payer portal or on paper is recorded h...
Invoice links keep working after a resend or reminder; a late-sent invoice is not chased the same hour
Every send and reminder minted a new view-online token and replaced the old one, so the link in the first email Harmony received read "no longer available" once...
Seat and add-on license changes mid-period, on a chosen date, prorated
SubscriptionChangeService records a change to a live subscription's seats and add-on licenses effective on any date from today. It previews the exact prorated c...
Track an invoice's pending online card payment
New nullable column **************** plus helpers to list and settle pending sessions idempotently (a payment carrying the same processor reference is never rec...
Negotiated add-on prices and a quote's discount carry into the subscription
Converting a quote now carries: - each add-on's agreed per-license price (when it differs from the catalog's) - the quote's or accepted option's discount, as a ...
Quotes convert into subscriptions; tenant orders never comp the seller
- A quote in a SUBSCRIPTION market, or whose accepted rows were filled from the subscription catalog, converts into a SubscriptionOrder (plan, seats from the ...
Turn renewal on or off for a live subscription; notes on any order
The console's auto-renew switch sent a field the draft-only order update did not have, so it never saved; and notes failed on any order past draft.
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