Who Changed What and When

Who Changed What and When

Learn how to view change history in Intain Markets

Overview

Intain Markets tracks every change with details about who made it, what changed, and when. All changes are recorded automatically with attribution and timestamps.

Status History

Pool Status History - Shows progression: Created → Preview → Mandate Pending → Deal

      • Each entry shows: who changed status, when, previous status, new status, and comments

Term Sheet Status History - Shows progression: Draft → BorrowerSigned → FAReview → Accepted/Rejected/CHANGES_REQUESTED

      • Each entry shows: who changed status, when, previous status, new status, and reason

Master Commitment Status History - Shows progression: Draft → PendingLenderApproval → ACTIVE

      • Each entry shows: who changed status, when, previous status, new status, and comments

Funding Request Status History - Shows progression: DRAFT → FAReview → APPROVED/REJECTED/CHANGES_REQUESTED

      • Each entry shows: who changed status, when, previous status, new status, and reason

Funding Notice Status History - Shows progression: Pending Token Generated → FA Approved → E-signed for lenders

      • Each entry shows: who changed status, when, previous status, new status, and details

How to View - Navigate to item detail page, look for "Status History" section. Changes are displayed chronologically.

Action History

Pool Actions - Creation, sharing, mandate submission, mandate acceptance/rejection, loan mapping, removal, reinstatement

Term Sheet Actions - Creation, signing, submission, approval, rejection, change requests, document uploads

Master Commitment Actions - Auto-creation, facility configuration, lender group updates, lender approvals

Funding Request Actions - Creation, submission, approval, rejection, change requests, document uploads

Funding Notice Actions - Auto-generation, FA approval, FA e-sign for each lender, lender fund transfer confirmations

How to View - Navigate to item detail page, look for "Action History" or "Activity" section. Actions are displayed chronologically.

Document History

Term Sheet Documents - Tracks collateral profile, financial statements, KYC documents, collateral data uploads

      • Records: IPFS hash, uploader, timestamp
      • Previous versions preserved in history arrays

Funding Request Documents - Tracks collateral addendum, financial statements, KYC documents, supporting documents uploads

      • Records: IPFS hash, uploader, timestamp
      • Previous versions preserved in history arrays

IPFS Storage - Documents stored in IPFS. Each upload generates IPFS hash stored in database. Document history arrays maintain upload history.

How to View - Navigate to item detail page, look for document sections. Document history shows all uploads with uploader, timestamp, and IPFS hash.

Change Attribution

User Attribution - Every change records: user ID, user name, organization ID and name, role, timestamp

Status Change Attribution - Records: who changed, when, previous status, new status, reason or comments

Approval Attribution - Records: approver, when, comments, role

Rejection Attribution - Records: rejector, when, reason, role

Viewing Change History

Item Detail Pages - Navigate to pools, term sheets, master commitments, funding requests, or funding notices. Look for:

      • "Status History" - Shows all status changes
      • "Action History" - Shows all actions taken
      • "Activity" - Shows recent activities
      • "Document History" - Shows document uploads and updates

Chronological Display - History organized chronologically. Most recent first or chronological order. Each entry shows complete details.

Detailed Information - Clicking entries shows: what happened, who was involved, when it occurred, what changed.

Important Notes

Complete History - All changes recorded permanently. Cannot be deleted or modified.

User Attribution - Every change attributed to specific user.

Timestamps - All timestamps use consistent time standards.

History Cannot Be Modified - Change history is permanent.
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Access Control - History visibility based on roles and permissions.

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