Source records
Which asset?Connect origination, servicing, and transaction records to a common asset reference while preserving the source information needed for review.
Infrastructure designed to connect source information, permissions, and material updates across institutional workflows.
Connect origination, servicing, and transaction records to a common asset reference while preserving the source information needed for review.
Represent relevant permissions, required approvals, and open exceptions so an instruction can be reviewed against its dependencies.
Link servicing events and other material updates to the asset reference so reviewers can see the prior state, source, and open differences.