Simpology Platform is a powerful Solution that allows Lenders to build, update and publish their Application journey(s).
Lenders are able to:
make live updates to the metadata (configuration) of Application journeys. Updates include not only the data capture configuration but also validation logic that is applied to the dataset.
make live updates to branding and logos
build application journeys
Platform give Lenders complete control of Application configuration and change management.
Access to Platform
Platform is only accessible via specific permissions attached to a user's profile in Simpology Manager. To set Platform Permissions, you need to go to Account/Security/Permissions in Simpology Manager:
Make sure you have selected Simpology Platform, and then create a Permission Group with the correct Permissions:
Next you will need to go to your Profile, and add the Platform permission to your profile.
Note only users with Permissions to access to the Account section and the right to add Permissions to Profiles are able to do this.
The Platform Solution URL
Platform is an independent solution to Simpology Manager and has it's own URL:
When you login, you will land on the Dashboard screen:
If you click on Settings, you are able to work on your metadata configuration for a particular journey:
Metadata Configuration
Metadata is the configuration logic for Loanapp interface/s. It defines what Sections, sub-sections, fields and enumerations are to be made available in an application journey, along with any logic that describes the placement of those fields and sections in the journey.
Metadata 'describes' the Loanapp journey/s configuration.
The Configuration screen has three sections:
Metadata
This section allows you to click through to a particular Metadata configuration for a particular journey. The Journeys listed in this section will depend on the journeys you have built/made available in your Simpology Channel
When you click through to the Metadata configuration of a particular journey, you are then able to create, or continue working, on a DRAFT of your configuration. When you are ready, you are then able to publish your work to instantly update your journey configuration:
Branding
This allows you to click through to edit/manage the Branding for your Journeys. Note that the branding that you set here will apply to all your journey/s.
Activity Log
The configuration update Activity log records all activity in Platform:
who worked on your configuration
what journey was edited and/or published
when this activity happened
