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, ...
Policies tab — effective-dated pricing/capital/servicing config
New MortgagePoliciesTab: current active version + publish-new-version form + version history for each of the three effective-dated policies; configTypes/configA...
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...
VersionedProfilePolicy interface for effective-dated policies
Pricing/Capital/ServicingPolicy implement it so one publish routine drives the single-active demote-then-insert versioning.
Investor delivery + commitment rule sub-editors
The expanded investor row gains Delivery (funding behavior / execution path / remittance) and Commitment (type / min pull-through % / pair-off) editors alongsid...
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...
Investor credit-box overlay sub-editor
MortgageInvestorsTab's expanded investor row gains an OverlayEditor (FICO/LTV/DTI/ reserves/doc/geo tightening + comparator + optional program + effective windo...
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...
Right-attached full-height sub-nav + higher-contrast text
- Move the section sub-nav from the left to a right-attached, full-height panel that scrolls independently; the header + form content take the remaining width...
Loan pipeline as Mortgage sub-tab + light theme
- Add ApplicationsPipelineConsole: a /leads-style advanced AG-Grid datagrid of mortgage applications at a loan level (status filter tabs, filter row, quick ...
Platform AI-Governor calibration config panel (D4 §5.C)
**************** Advanced tab gains a governor panel: edit the platform- default calibration posture (governor gate / force-steward-until-calibrated / min sampl...
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). ...
LOAN doc-type guard (D2), sign-convention adapter (D3), per-org governor config (D4)
- ImageService: require a docType for ImageAssocType.LOAN uploads (LOAN-scoped; ACCOUNT/SERVICE_* unchanged). - SignedAdjustmentAdapter: the rule-7 adapter/co...
AUS connections tab (D37) + block 2nd mortgage market (D38)
- MortgageAusConnectionsTab: org-scoped DU/LP/GUS credential config (one per kind); secret is a write-only password field, row shows only whether a credential...
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 sub-editor — per-program authority (D39)
Drop the delegated Switch/column; each investor row expands to a per-program delegation editor (program UUID, blank = investor-wide default; DELEGATED/ NON_DELE...
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...
Per-program investor delegation (D39) — new InvestorDelegation child
Delegation is granular per (investor, program), not a coarse InvestorConfig boolean. Adds DelegationAuthority {DELEGATED, NON_DELEGATED}, the InvestorDelegation...
[AUS] AusConnectionConfig entity — per-org per-market DU/LP/GUS connections
Owner directive #6: each org configures its own AUS vendor APIs (Fannie DU / Freddie LP / USDA GUS) per mortgage market, in settings→commerce. Foundational data...
[ImageAssocType] append LOAN — images attach to a loan, doc type required
Owner directive: images can be attached directly to a mortgage loan, always with a relevant doc type. Append LOAN to ImageAssocType (id 11, bucket imaging-loans...
[sign-convention] money sign-convention validators + Adjustment model
Per the owner's canonical rules. Core domain money never encodes meaning in a sign: - **************** / requirePositive — assets, receivables, liabilities, p...
[§5.A] canonical BorrowerScenarioProfile + ProductDiscoveryGate
Per the owner's §5.A directive: ScenarioSupportPolicy must consume a canonical Borrower Scenario Profile generated from normalized URLA data, never raw forms/UI...
[12] §5.A ScenarioSupportPolicy deferral-interlock resolver (D36)
doc 12 line 235 P0 — 'the cheapest highest-leverage lifecycle addition'. A legal-wall at product-discovery that keeps **************** from silently running as ...
[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...
[12] §5.C AutonomyGovernor — kill-switch + force-steward-until-calibrated (D32)
The DecisionGate already carries a GLOBAL static force-steward @Value, but §5.C needs two things it cannot give: a kill switch flippable WITHOUT redeploy (so DB...
[04] risk-overlay tab — credit-box/geo/exposure layers (D31)
New MORTGAGE market config tab for per-tenant risk overlays: category (credit box / geo concentration / property type / loan amount / fraud / exposure limit) + ...
[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...
MORTGAGE investors tab (list/add/remove) — [04] slice E2 (D31)
The 7th MORTGAGE config tab: per-investor **************** authority rows with an approval-status chip. Add via an inline row (code + status + optional ********...
Unified social timeline UI at /marketing/social
Live, animated cross-provider feed reusing the clubhouse feed style: virtualized timeline, provider filter chips, SocialPostCard (capability-gated reply/react/d...
Unified timeline backend (feed persistence, adapters, live relay)
SocialFeedService persists posts/comments onto the MediaSession/MediaObj schema (reusing the chat model); SocialFeedMapper builds the wire DTOs; SocialTimelineC...
Unified timeline SPI + entities on the media schema
Reuse MediaSession/MediaObj to hold social posts & replies (post=MediaObj, comment=child MediaObj via MediaObjMsg.parent, provider linkage on MediaObjSocialRef)...
[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...
MORTGAGE licensing tab (list/add/remove) — [04] slice E2 (D31)
The 6th MORTGAGE config tab: NMLS/state/agency/investor licensing entries with effective/expiry dates and a server-computed effective-today chip (status is neve...
[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: - ****...
IDENTIFIER_REGISTERED event type (mlos.identifier.registered)
The initial-registration counterpart to IDENTIFIER_SUPERSEDED — the durable signal downstream mirrors / global-resolution caches consume when a native identifie...
Per-stage autonomy override table on the ai-autonomy tab (D28)
The doc-04 §4.2/§4.5 per-stage map under the AiAutonomy singleton: every lifecycle stage with its platform wall classification (legal-wall chip / non-tunable fl...
[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...
[03] MLOS read-side consumers - decision.routed steward fan-out + task.resolved seam (D26/D27)
The doc-03 read-router folded into the fleet's MLOS-consumer host (the only Recreate-strategy deployment - durable rebinds die under RollingUpdate), per the doc...
Marketing Tools module + nav rework
- /marketing module with account-style hero header + rights-gated route tabs: Overview, Social Media (/social), Materials (/materials), Referral Codes (/dis...
Marketing rights group — ServiceType.MARKETING + 6 rights (ids 150-155)
VIEW_MARKETING, VIEW_SOCIAL_MEDIA, MANAGE_SOCIAL_MEDIA, VIEW_MATERIALS, VIEW_REFERRAL_CODES, MANAGE_REFERRAL_CODES. MARKETING is a rights-grouping module (enabl...
AUS compliance event types - downgrade.forced, waiver.recorded, validation.recorded
The [10] compliance-validator unit's durable signals (D22/D24): the FHA TOTAL forced-downgrade decision-of-record, and the append-only waiver/data-validation li...
Hot Reassign — front-desk live call-transfer flow
Adds a Hot Reassign action to the lead-view Assignment card (front-desk staff on live calls): an explainer + required call-note dialog, then release the lead in...
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 ...
Provider brand icons in the connection provider dropdown + datagrid (shared with the chat popup via getProviderMeta)
X (Twitter) + Discord adapters
- XAdapter: Account Activity webhook (CRC challenge + x-twitter-webhooks-signature HMAC verify), normalizeInbound (direct_message_events, echo-skip), OAuth 1....
Add X (Twitter) + Discord to connection providers + provider logos; X card in platform OAuth registrations
Forward x-twitter-webhooks-signature on the social webhook edge (X/Twitter Account Activity)
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