Pipeline per-transaction grouping was broken
TransactionSummaryDTO.loanUids carried LOAN-FILE uids, but the pipeline console keys rows on the APPLICATION uid — so grouping silently fell back to one row per...
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...
Member-vault upload was broken (access_level NOT-NULL)
The account-level imaging path had never actually run (0 vault Imgs in prod): uploadDocument was passed accessLevel=null. Pass CONFIDENTIAL for borrower PII (ID...
Satisfy-across confused-deputy IDOR + account party self-heal
- HIGH: satisfy-across gated on the path partyId but fanned out over the DOCUMENT's own party downstream; verify the document belongs to the authorized party ...
Self-heal party links before enriched requirement read
listDocumentRequirements calls ensurePartyLinks so requirement rows always carry an accountBorrowerPartyId (the borrower upload/satisfy target).
Proxy the vault-backed requirement surface
- 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...
Default-product set failed — HQL bulk UPDATE disallows the vendor→org join
setDefault used a bulk 'update LeadVendorProduct ... where p.vendor.id in (subquery)' — Hibernate bulk updates reject the implicit association join, so the call...
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: resolves an org's RESIDENTIAL_MORTGAGE LeadMarket, MORTGAGE CommerceMarket, designated default LeadVendorProduct, and EFFECTIVE PO...
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-create = createBlank then stampOwnershipAndGet (two txs)
Sequence the borrower ownership stamp as a separate service call after createBlank commits, so the new borrower/declarations graph is flushed before the account...
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...
LOS controllers accept per-borrower *** sessions (doc03 §0.1)
BaseLosController now resolves the caller's session via CallerSessionResolver (X-OTK-validated attribute FIRST — operators/BFF unchanged — then a first-party **...
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...
Member state-licensing API + license-aware lead availability
Add MemberStateLicensingController (GET/PUT /api/security/members/{id}/ state-licensing) gated by STATE_LICENSING_* rights with server-side renewal<=expiry vali...
Map an imported column to the lead `source` field
Add case "source" to setDirectFieldOnCreateRequest so the mapping path 'source' is honored.
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, ...
Effective-dated profile policies — pricing/capital/servicing publish
New MlosPolicyWriteService (isolated; its own repos so the config-collection write- service is untouched): single-active demote-then-insert versioning on the sa...
InvestorConfig delivery + commitment rule sub-collections CRUD
**************** (+update/delete) on the D31 config spine (org fail-closed via the parent investor, WORM change-log per row); controller /investors/{id}/deliver...
InvestorConfig credit-box overlay sub-collection CRUD
**************** on the D31 config spine (org fail-closed via the parent investor, WORM change-log per row, configVersion defaults 1); controller /investors/{id...
ScenarioDiscoveryService — canonical profile genesis at loan-app create/update (D1)
MortgageAppController (re)produces the canonical BorrowerScenarioProfile via the new ScenarioDiscoveryService after **************** (best-effort, its own tx). ...
Single Integrations write surface — MortgageProviderConfig (D40)
Replaces the AUS-only write path with generic provider-connection CRUD keyed by VendorCategory+vendorKey: /provider-connections GET/POST/PUT, secret write-only ...
AUS-connection config write surface (D37) + single mortgage market per org (D38)
- MlosConfigWriteService **************** org-scoped (resolveProfile), one-per-AusKind uniqueness, secret preserved on blank-secret edits, WORM audit spine. -...
Investor delegation write surface — per-program CRUD (D39)
Drop delegatedAuthority from the InvestorConfig write/view; add the InvestorDelegation sub-collection under /investors/{id}/delegations (GET/POST/ PUT, delete v...
[08] ReconciledFactPublisher — los.pipeline.fact publish seam (D34)
doc 08 §3.3: the locked **************** must not gain a NATS publisher (that edits donotmodify). Add a non-locked ReconciledFactPublisher wrapper that reconcil...
[04] slice E2 RiskOverlay collection CRUD (D31)
Risk overlays (credit-box / geo-concentration / exposure-limit layers on the base credit box) as a config collection on the D31 spine: create defaults configVer...
[04] slice E2 InvestorConfig collection CRUD (D31)
The second collection config domain (doc-04 §3.2 InvestorConfig) — per-investor approval/delivery/authority that feeds capital-markets execution. Reuses the Uni...
[04] slice E2 licensing collection CRUD (D31)
The first COLLECTION config domain (doc-04 §3.2 LicensingEntry, many-per-profile) — a new id-keyed write shape on the same audit spine as the singletons: - ****...
Correct the D28 auto-execute comment (override REPLACES config, not AND)
Review observation: the GET map javadoc said 'auto-execute = config AND override' but **************** is override-replaces-config. Comment-only; the GET faithf...
Lock the D28 stage-override write logic (legal-wall reject, delete+audit, rollback)
6 tests over the new MlosConfigWriteService methods: legal-wall stages rejected before any write; routine upsert bumps profileVersion + appends the WORM change-...
[04] pass-2 AutonomyStageOverride CRUD + per-stage autonomy map (D28)
The per-stage autonomy surface the config vertical deferred until StageWallRegistry existed (its deferral note is now satisfied): - **************** upsert per...
Rebuild to pick up Marketing rights group (shared-lib 4cfbf64)
RoleRightsSyncService self-heals the 6 new Marketing rights (ids 150-155) into all roles on boot; /roles/rights then serves the MARKETING group.
Assignable-members endpoint + work extension on member profile
- GET **************** (VIEW_LEADS holders ∪ grant-all) → {id,name,extension} for the lead-view assignment dropdown (name + work extension, not email). - GET ...
Doc-04 tenant-config layer — self-heal + activation summary + 5 domain GET/PUTs
mlos.config.enabled + com.kamo.z.shared.mlos.config in @EnableJpaRepositories. MlosConfigSelfHealRunner: default LenderProfile + 5 domain singletons per active ...
Close residual cross-org existence oracles + cap WORM-bound JSON blobs
Adversarial-review findings MLOS-W-01/03/04: - the 404-normalized empty list envelope now echoes the request's identity keys **************** so unknown, fore...
OAuth2 client registrations CRUD (platform-admin gated, encrypted-at-rest, secrets never leaked) + platform-enc-key env
Steward WRITE proxies — record feedback, publish pull-through policy, trigger pricing run
Write discipline, applied identically on all three POSTs: - downstream body built server-side from a WHITELIST of browser fields; - organizationId + actor membe...
Atomic claim before lead creation — prevent orphan pooled leads
social.lead.new can be processed concurrently (old + new SecurityService pod both hold a core-NATS subscription during a RollingUpdate → one publish delivered t...
Live FFA toggle — quick endpoint + broadcast on product updates
- PATCH **************** (MANAGE_CREDITS): toggle a product's free-for-all flag from the Leads-Available shortcut; publishes vendor-product + availability. - ...
Warn when a social connection lacks vendorProduct/market (lead created but not pooled)
SecurityService read-proxy for MLOS Governance
One controller/client pair fronting MLOSGovernanceService's five reads (both its steward-feedback and pull-through-policy modules share /api/governance). organi...
SecurityService read-proxy for MLOS Documents (doc + doc-orchestration)
Two browser-facing read-proxy controller/client pairs fronting MLOSDocService (/api/docs) and MLOSDocOrchestrationService (/api/doc-orchestration) for the Docum...
Pricing review read proxy (rate ladder + LLPA decomposition)
MlosPricingController @ /api/security/mlos/pricing + MlosPricingClient to MLOSPricingService (/api/pricing). Reuses MlosBaseController. runs inventory injects t...
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