Softmedia notice pull
Scheduled and manual sync fetches overdue and upcoming notices from connected Softmedia sources. Current notices stay active; stale records are marked inactive with sync-run health tracked.
Platform package 04
Repayment Operations
Softmedia notice sync, consolidated dashboard KPIs, overdue and upcoming feeds, notice matching, priority sorting, and manual sync for operations teams.
Overview
Repayment visibility across every company in your lending group.
Repayment Operations connects to your existing loan systems — starting with Softmedia — and pulls overdue and upcoming repayment notices into Covenant Desk's consolidated database. Operations teams get a shared dashboard with KPIs, prioritized worklists, and notice-to-borrower matching — without replacing the source system that holds the loan ledger.
Each notice is matched to a portal borrower record by phone, loan number, or customer name, with a confidence score surfaced in the UI. Staff can filter by company, mode, and date range, trigger manual syncs to refresh data on demand, and follow links directly from a notice to the matched Customer 360 profile for follow-up context.
Prioritized worklists
Overdue and upcoming feeds sort by priority — longest overdue, highest amount, and company scope — so teams focus on the cases that need action first.
Notice-to-profile linking
Each notice carries a match confidence score (high, medium, low) linking it to the best-matched borrower profile for coordinated follow-up.
Capabilities
What Repayment Operations puts on the operations desk.
Consolidated notices, dashboard KPIs, and borrower-linked follow-up — without replacing your loan ledger.
Consolidated dashboard KPIs
Dashboard summary shows combined overdue and upcoming counts, total amounts, longest-overdue case, and highest-amount notice across all connected companies.
Overdue notice feed
/overdue lists all active overdue notices with filters by mode, company, and date range. Each row links to the matched borrower profile or the raw notice detail.
Upcoming notice tracking
Upcoming repayment notices appear alongside overdue items so teams can proactively contact borrowers before instalments fall due.
Notice matching engine
Notices match to CustomerRecord by phone, loan number, or name. Match confidence (0–100) displays as high, medium, or low pills in the UI.
Company-scoped views
Mobile company filter pills on the dashboard let staff drill into per-lender sub-views. Role-based scoping ensures staff see only their authorized companies.
Manual and scheduled sync
Staff trigger dashboard manual sync to refresh notices on demand. Scheduled sync routes run via cron with sync-run metadata logged in SoftmediaSyncRun.
Workflows
How operations teams work repayment notices.
From dashboard open to follow-up action
Operations staff start each day from the consolidated repayment view.
- Open the dashboard and review overdue/upcoming counts and total exposure amounts.
- Filter by company to focus on a specific lender brand in the group.
- Drill into the overdue feed sorted by longest overdue or highest amount.
- Click through to the matched borrower profile for full loan history and contact context.
- Log follow-up actions in case notes and coordinate with collections or branch staff.
From source system to fresh portal data
Data stays current through scheduled pulls and on-demand refresh.
- Scheduled sync connects to each company's Softmedia source and fetches active notices.
- Notices upsert into SoftmediaNotice with matched customer ID and confidence score.
- Stale notices from prior sync runs are marked inactive automatically.
- Sync-run health (records fetched, upserted, matched) is visible in admin sync history.
- Manual sync from the dashboard refreshes overdue, upcoming, and admin notice views immediately.
Key screens and data objects
Where repayment signals live in the platform.
Repayment Operations spans dashboard KPIs, overdue feeds, profile-linked notices, and admin sync monitoring. These are the primary surfaces and data objects involved.
- 01/dashboard — consolidated repayment notice summary with overdue/upcoming counts, amounts, and company filter pills.
- 02/overdue — filterable feed of overdue and upcoming Softmedia notices with profile links and match confidence.
- 03/profile/<id> — linked repayment notices section at the bottom of each borrower profile.
- 04SoftmediaNotice — notice records with repayment amount, overdue interest, penalty, installment info, and match metadata.
- 05/admin/overdue — admin view for notice management and cross-company overdue monitoring.
- 06SoftmediaSyncRun — sync run history with records fetched, upserted, active, stale, and matched counts for health monitoring.