Status or Logic Changes

Status or Logic Changes

Learn about changes to status workflows and business logic in Intain Markets

Overview

This document tracks changes to status workflows, business logic, and process flows implemented in Intain Markets.

Implemented Changes

Credit Facility Workflow

Dedicated Credit Facility Flow - Credit facilities now have separate workflow:

      • Term Sheet → Master Commitment → Funding Request → Funding Notice
      • Separate from securitization and pool workflows
      • Focused specifically on credit facility transactions

Automatic Master Commitment Creation - Master commitments auto-created when term sheets approved:

      • Triggered when term sheet status changes to Accepted
      • Created with Draft status
      • Pre-populated with term sheet data
      • Facility agent configures and submits for lender approval

Lender Approval Workflow - Simplified lender approval process:

      • Any selected lender can approve to activate facility
      • Status changes from PendingLenderApproval to ACTIVE on first approval
      • Each lender's approval tracked individually
      • E-signature envelope generated after approval for documentation

Pool Preview Loan Status

Loan Status Visibility - Removed and reinstated loans now visible:

      • Removed loans maintain "Removed" status and visible in UI
      • Reinstated loans show "Reinstated" status and visible
      • Complete loan status history maintained and displayed
      • Users can see all loan statuses including removed and reinstated

Status Value Standardization

Status Values Updated - Status values standardized:

      • Term sheet "Approved" changed to "Accepted"
      • Master commitment "Active" changed to "ACTIVE"
      • Status values consistent across platform

Funding Notice Workflow

Automatic Funding Notice Generation - Funding notices auto-generated:

      • Created automatically when funding request approved
      • Status starts as PENDING_TOKEN_GENERATION
      • Funding request approved → Funding notice auto-generated
      • FA clicks Approve on funding notice
      • FA e-signs for each lender (E-sign 0/n → n/n)
      • Each lender's e-sign complete → Visible to that lender

Per-Lender E-Signature - Facility agent signs for each lender:

      • Each lender's signature tracked separately
      • esignatureStatus in tokenDistribution array tracks individual signatures
      • All signatures must complete before process continues

Business Logic Updates

Validation Rules - Field and document validation:

      • Required fields validated before submission
      • Required documents enforced (collateral profile, financial statements, KYC documents)
      • Invalid data rejected with error messages

Status Progression - Status progression enforced:

      • Items must progress through statuses in order
      • Cannot skip workflow steps
      • Prerequisites must be met before actions enabled

Token Allocation - Token distribution calculated automatically:

      • Based on lender voting percentages
      • Each lender receives tokensAllocated amount
      • Total tokens equal drawdown amount

Impact on Users

Workflow Changes - Users work with:

      • Dedicated credit facility workflow separate from securitization
      • Automatic master commitment and funding notice creation
      • Per-lender signature and approval tracking
      • Visible loan status including removed and reinstated

Status Management - Status values standardized and consistent. Status history shows complete progression.

Documentation - Documentation reflects current workflows and status values.

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