Loan Requests

Access prerequisites

• Permission (module): viewCredits
• License/Feature: LOANS
• Menu container: GENERAL → group Investments / Financial Distributions

What it is / when to use

When the tenant's business model offers loans, the end user can request a loan through the app. This screen is the request history: the operator can see who requested, of what type and how much, search by e-mail, and export the data for analysis.

This is a query/triage screen: the actual handling (approval, disbursement, collateral, settlement) takes place in the Tokenized Credit domain, not here. Use this list to monitor demand and feed the credit workflow.

Prerequisites

• Permission: viewCredits registered for the operator's role (dual — CPM enum on the backend + module in the DB).
• License/Feature: LOANS enabled in the tenant's license (Vault). If disabled, the item does not appear in the menu.
• Dependencies: loan requests must already exist, created by users (loan types configured according to the business model).

Step by step

1. Go to Investments → Loan Requests (route /manage-loans).
2. Use the e-mail search to locate a specific request.
3. Export the CSV if you need to analyse/reconcile outside the platform.

Filters and columns

Filter / Column	What it shows	Data source
E-mail search	Filters requests by the requester's e-mail	Local filter on user.email
Date	When the request was created	createTimeStamp
Name	Requester's first name	user.firstName
Phone	Contact phone number	user.phone
E-mail	Requester's e-mail	user.email
Type	Type of loan requested	type (translated by loan.type.*)
Amount	Requested amount	amount (BigNumber, displayed with 2 decimal places)

Actions and modals

• Search: filters the loaded list by the typed e-mail (client-side filter).
• Export: generates a CSV with date, name, phone, e-mail, type and amount for each request.

Business rules / considerations

Attention

• This screen does not approve or disburse loans — it is only the history/triage of requests. The credit lifecycle (policies, disbursement, settlement, buyback) is handled in the Tokenized Credit domain.
• Feature availability depends on the tenant's business model (license LOANS).

• Financial values: amount is treated as BigNumber; the display uses 2 decimal places, but the source value retains full precision.

Related screens

• Crowdfunding Share Purchases
• Bulk Payment
• Financial