Deal Hub
Track and manage every deal in your portfolio.
Prototype • Screen: Workflow executions list
Workflows
Track and manage your loan onboarding executions.
Prototype • Screen: Pre-flight
Prototype • ← Switch to Reviewer to correct fields
In Review
Fields changed since last rejection
FieldPreviousCurrent
Deal ID: 7264
77%
/ 56
Schedule 4 · Form of Assignment Agreement
Click the icon next to any field
Select a field to view comments
Prototype • Screen: Execution complete
Delivered
Prototype • Screen: Connectors
Record approved
Last updated 2:34 PM
Source document
77%
/ 56
Schedule 4 · Form of Assignment Agreement
History
Workflow journey
Q2 Data Fabric · Prototype
Entity Graph + Grid
Data Fabric
Entity Graph + Searchable Grid
Explore the deal structure graph and drill into entity records with fast filtering and hierarchy-aware rows.
7 entities 7 visible

Entity Graph

Selected: Project Phoenix

Entity Grid

EntityIDRelationshipFieldsQualityStatus

Tasks

Maker-checker workflow. Review AI outputs, submit for approval, and track deals.

Refused for