Understand how Intain Markets tracks actions and changes
Overview
Intain Markets tracks every action, status change, and decision with records of who did what, when, and what changed. All changes are recorded automatically with attribution and timestamps.
What Gets Tracked
Status History
Pool Status Changes:
• Created → Preview → Under Review → Deal
• Records who changed status, when, and comments
Term Sheet Status Changes:
• Draft → BorrowerSigned → FAReview → Accepted/Rejected/CHANGES_REQUESTED
• Records who changed status, when, and reasons
Master Commitment Status Changes:
• Draft → PendingLenderApproval → ACTIVE
• Records facility agent actions and lender approvals
Funding Request Status Changes:
• DRAFT → FAReview → APPROVED/REJECTED/CHANGES_REQUESTED
• Records borrower submissions and facility agent decisions
Funding Notice Status Changes:
• Pending Token Generated → FA Approved → E-signed for lenders
• Records FA actions and lender confirmations
Action History
Pool Actions:
• Creation, sharing, mandate acceptance/rejection
• Loan mapping, removal, reinstatement
• Feedback submission
Term Sheet Actions:
• Creation, editing, signing (Adobe Sign)
• Submission, approval, rejection, change requests
• Document uploads
Master Commitment Actions:
• Auto-creation from term sheet
• Facility configuration, lender additions
• Lender approvals (with e-signature)
Funding Request Actions:
• Creation, editing, submission
• Approval, rejection, change requests
• Document uploads
Funding Notice Actions:
• Auto-generation from approved funding request
• FA approval and e-signatures for each lender
• Lender fund transfer confirmations (Confirm and Settle)
Document History
IPFS Storage:
• Documents stored with hash verification
• Each upload generates an IPFS hash
• History arrays track uploads with timestamps
Document Types Tracked:
• Term sheet documents (collateral profile, financials, KYC)
• Funding request documents (collateral addendum, supporting docs)
• Pool documents
Relationship Tracking
From | To | Link |
Term Sheet | Master Commitment | termSheetId |
Master Commitment | Funding Requests | masterCommitmentId |
Funding Request | Funding Notice | fundingRequestId |
Pool | Loans | poolid |
User Attribution
Every Action Records:
• User ID and name
• Organization ID and name
• Timestamp
• Role
Status Changes Record:
• Who changed
• Previous status
• New status
• Reason/comments
Approvals/Rejections Record:
• Approver/rejector
• Timestamp
• Comments
• Role
How to View History
Navigate to item detail pages and look for:
• Status History - All status changes chronologically
• Action History - All actions taken chronologically
• Document History - Document uploads and updates
Key Points
Automatic Recording - Tracking happens automatically
Complete History - All changes preserved in order
User Attribution - Every action attributed to user
Permanent Records - Cannot be modified
Access Control - Based on roles and permissions