Borrower pricing-quote endpoint — party-gated, integration-config-gated
POST **************** caller must be a loan party (or pipeline steward); resolves the tenant's PRICING_PPE integration — NOT_CONFIGURED / EXTERNAL_VENDOR_PENDIN...
Integrations-status endpoint — the portal's honest view of the org's vendor wiring
GET **************** per-category **************** runtimeVendor from the market integrations config via the runtime resolver. Session-gated; no secrets.
AI vision document extraction — docs → org's vision provider → VerifiedFact(OCR)
The first producer of VerifiedFactSource.OCR: POST **************** reads a vault document (bank **************** ID) with the ORG'S OWN configured vision provi...
ClaimedFactsDTO carries the FULL mortgage lead (35 fields)
Adds the 16 fields the portal structurally couldn't send (monthlyDebts, taxes, insurance, HOA, currentPayment, sellerCredits, renovationCost, borrowerAge, isVet...
Internal LOS apply endpoint for inbound sync
POST **************** {leadUid, provider, loXmlFields} — server-to-server (no session/rights). Constant-time X-Internal-Auth check against the cluster internal-...
Lead create/open LOS application endpoints + market-config MLOS fields
Market LOS connection service/controller
Phase 3 (Tasks 3.1-3.2) of the MeridianLink external-LOS integration: CRUD + Test-Connection for a market's MeridianLink connection. - MarketLosConnectionServi...
Closing-forecast read passthrough (operator-gated, org from session)
Steward passthrough to recompute pipeline-funding P(fund) projections
POST **************** → MlosCapitalMarketsClient (X-Internal-Auth, org stamped from session) → MLOSCapitalMarketsService recompute. Operator-gated like the othe...
Scenario-insights endpoint — LIGHT-tier AI narrative via the org's provider
POST **************** takes a factual (estimated) scenario summary, calls MlosAiClient.text(orgId, prompt, LIGHT) through the org's configured AI provider, retu...
Persist borrower-stated financials + phone onto the mortgage lead
ClaimedFactsDTO gains purchasePrice, downPayment, currentLoanBalance, cashOutAmount and phone; PortalLeadService.applyFacts maps them onto LeadClaimMortgage / t...
Process member uploads like org bg + gate by new rights
- New ImageResizeClient runs member background uploads through the SAME post-processing as org backgrounds (POST **************** and stores the result as ....
Notify the assigned loan officer when a loan's borrower docs are all received
Fires LOAN_DOCS_READY_LO at the satisfy points alongside the borrower DOC_COMPLETE. Resolves the LO via loanFile -> **************** -> Member; self-guarded to ...
Upakiaji wa Vault unaweza kufikia hati (loanTransaction) ya ya)
The vault upload now accepts an optional loanTransactionId, stamped onto the MemberDocument so a time-sensitive doc (credit report / bank statement) can be boun...
Freeze the originator snapshot at initial Loan Estimate (Reg Z/TRID)
Completes the originator lifecycle: a shared resolveProjection() now feeds BOTH the live read projection and the freeze (no drift). On issuing an INITIAL_LE dis...
Surface transactionNumber on TransactionSummaryDTO (pipeline Transaction #)
The per-transaction pipeline row now carries the human transaction number. Verified: mvn compile clean.
Originator projection resolves the per-state license
Inakamilisha mradi wa chanzo cha kuishi: StewardLicense ya LO [TD="width: 456"] [FONT=&](2)[/FONT][FONT=&]Bila kuathiri masharti ya kifungu kidogo (1) cha kifun...
Live originator projection — org + assigned LO, on read
GET /mortgage-apps/{uid} now overlays a LIVE, system-managed originator projection (computed on read, never stored) unless the row is frozen: org name/NMLS/addr...
Transaction-level loan-officer assignment + transaction number
ensureTransactionForApp now stamps an org-unique transactionNumber (TXN-<uid>). New **************** + PUT /mortgage-apps/transactions/ {uid}/loan-officer sets ...
Persist mapped Material ID on manual import + API intake
Both setDirectFieldOnCreateRequest switches lack a default case, so an unmapped systemFieldPath is silently dropped. Add a materialId case to the manual-import ...
KamoDesktop SSO token endpoint for god members
GET **************** (god-eligible only) mints a 5-minute guacamole-auth-json token (HMAC-SHA256 + AES-128-CBC, per the extension's wire format) and returns an ...
Lead callback endpoints (schedule/list/resolve)
Picha zote na Wizara ya Mambo ya Ndani ya Nchi.** Mfumo wa Ufuatiliaji +: Inaendelea callback, posts ratiba / mapato maelezo katika mkondo wa vyombo vya habari ...
Enforce lead contact-info privacy rights
getAllLeads now returns the lean LeadListDTO and hides unassigned leads from members without VIEW_UNASSIGNED_LEADS. getLeadById masks contact info (state preser...
/team creates a TEAM_MEMBER (PROSPECT), /member creates a MEMBER
Public registration now honors the memberType the register site sends (from the /member vs /team path): /team creates a TEAM_MEMBER — as PROSPECT, so an admin m...
Expose team-member work phone extension in team-members-contractors
The /leads Agent filter needs the work-phone extension to label options as "Name (ext 8080)". The extension already exists on TeamMember (getPhoneWorkExtension)...
New child orgs inherit their parent's securityProvider
When creating a child org from kamo-internal, set the new org's securityProvider to the parent org's securityProvider (the org it's created under) instead of le...
Reuse existing users, mirror to securityProvider, gate team-member sign-in
Reuse (no duplicate accounts for the same person): - MemberCreateController now reuses an existing user by personal email case-INSENSITIVELY (was case-sensiti...
Kuongoza kazi za REST API + TASK CHANGED
Utekelezaji wa backend / maelekezo / maoni Tasks tab ilikuwa tayari wito lakini kwamba Hakukuwa na: GET / PUT / DELETE Kwa mfano, *** (LeadTaskController + Lead...
Per-pane edit-lock REST API + auto-save sweeper
Adds /api/security/leads/{id}/locks **************** backed by LeadLockService: exclusive per-pane reservation, draft-buffering heartbeats that reset a 5-min id...
Wafanyakazi muuzaji-doc upload endpoint satisfies mahitaji ya tatu
POST **************** (LOS write): staff upload an appraisal/title/HOI/flood doc to the loan-level image store, then satisfy the loan's THIRD_PARTY requirement ...
Cascade condition waive/delete to document requirements
waiveCondition and deleteCondition now best-effort call MLOSDocService's suppress-for-condition after a successful waive/delete, so a waived condition's require...
Notify borrower when they've submitted all documents (DOC_COMPLETE)
Notify borrower when a document is accepted (DOC_ACCEPTED, per-party routed)
Borrower notifications close the collection loop
DocNotificationService sends transactional emails (established EmailTemplateServiceClient path, recipient = account primary member, portal link from org root do...
Proactive checklist generation + pipeline doc summary
- Generate the scenario document checklist at APPLICATION_TAKEN (MortgagePipelineController transition hook) so it exists the moment a loan enters the pipelin...
Kusafisha uso wa uso unaoungwa mkono na vault
- MlosDocClient: POST verbs (generate, satisfy, accept, reject, satisfy-across) + enriched loan/party reads over X-Internal-Auth. - MortgageAppController /{ui...
Transaction detail endpoint GET ****************
Returns one deal group's rolled-up summary + each member loan's AppMortgageSummaryDTO (drill-in for the per-transaction pipeline). Operator view or a party to t...
P4 member document vault backend (reusable docs across loans)
- MemberDocumentService: upload a doc ONCE at AccountBorrowerParty scope → ImageService creates an Img in the auto-created imaging-member-vault bucket *******...
P3 default-product designation backend (single-active) + operator readiness
- **************** designates ONE LeadVendorProduct as the org's KamoMLOS portal auto-assign product; single-active (demotes any other, org-scoped, fail-close...
P2c leads-first portal backend
- MortgageVerticalResolver: kutatua org ya RESIDIAL MORTGAGE LeadMarket, MORTGAGE Soko la Biashara, lililochaguliwa la LeadVendorProduct, na POS POS POS POS POS...
P2a account-merge tool + P2b transaction backend
P2a — admin account merge (owner requirement A), gated by MERGE_ACCOUNTS: - AccountMergeService: reparents EVERY account_uid child via native UPDATE (bypasses J...
Borrower self-service authorization (loan-party IDOR guard)
A borrower is a plain org Member with no operator LOS rights; they may act on the ONE application they are a party to — and only that one. Layered guard: operat...
Pre-app-taken borrower-journey endpoint for the operator pipeline
New GET **************** (LOS_VIEW_PIPELINE) returns per-DRAFT borrower-intake progress so pipeline stewards can watch a loan take shape while the borrower is s...
Vidhibiti vya kupoteza hukubali vikao vya kila siku *** (doc03 §0.1)
BaseLosController sasa anatatua kikao cha simu kupitia CallerSessionResolver (X-OTK-kuthibitishwa sifa ya kwanza - waendeshaji / BFF unchanged - kisha chama cha...
LOE-Core server-authoritative program scorer + /programs/scores (doc03 §9 Phase 2)
Ports the KamoMLOS client scorer (lib/los/scoring.ts) into SecurityService LOE-Core: LoeCoreScorer scores the org's effective program catalog (baseline deep-mer...
Mjumbe wa hali ya leseni API + upatikanaji wa leseni
Ongeza Udhibiti wa Leseni (GET / PUT / api / usalama / wanachama / {id} / Leseni ya serikali) iliyofunguliwa na STATE LICENSING * haki na upande wa seva ^ Tnn....
Ramani safu iliyoingizwa kwenye uwanja wa "chanzo" cha kuongoza
Ongeza "chanzo" cha kuwekaDirectFieldOnCreateRequest ili njia ya ramani 'chanzo' inaheshimiwa.
Channel applicability rules collection CRUD — completes §3.2 config
createChannelRule/update/delete on the D31 flat-collection spine (profile-level, org fail-closed, WORM change-log); controller /channel-rules GET/POST/PUT (dele...
Product enablement config — per-program single-active, effective-dated
**************** (program-scoped demote-then-insert) + reads; controller /product-enablements GET (active per program) / PUT (publish). Body carries programId, ...
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