A report scoped by the reporting line gets the caller's line, whatever their rights
Owner, 2026-11-02: a generic right opens a report about people's activity and never widens its rows. For a definition marked scopedByReportingLine(), the resolv...
A new role on a deal is a Sales Floor notice
The deal-role bell card goes out as SALES_FLOOR (kamo-shared-library 3ea204a5) instead of GENERAL, so a member who mutes the floor mutes it too, and one who mut...
Select leads by view or import, state rules, and a stream sets a lead field
An import records the leads it made. A read gives the ids a saved view, source or import stands for, under the grid's own floor, capped and timed. Contact rules...
Stage events, per-loan money on the own-loans rule, and deal role notices
A stage move writes its own stream event, so a stream can tell stages that share a status. Loan money, its rollups, goals and report reach only a member's own d...
A lead's stream, a reactivation date, and a role through its deals
Reads a lead's live stream from its run, for the grid, board, lead page and a filter. A reactivation date is a LeadCallback, moved in place and cancelled quietl...
A landed call, text or email tells open screens
The contact tracker now announces each communication on the floor's domains, so a call the phone system reports reaches the board at once instead of on the next...
A lead source's text consent setting, and borrower messages stay off a linked loan
The setting needs a consent field mapped on that source, and each change goes in the access log. A file import keeps its consent proof and can count a column as...
Read every deal role, loan officer included, from the one store
Backfilled and counted per org first. MortgageLoanOwnership and DealRoleService now read only mlos_deal_role_assignment. The column stays a mirror for the origi...
Every loan officer write goes to the role store and its mirror together
**************** is the one writer, in the caller's transaction. The lead's assignee on a new deal, a person's or SI's assignment, a creator's claim, an adopted...
Every deal role works like the loan officer, and the MLOS's own walls hold SI moves
DealRoleService is the one door for who works a deal: a member or SI per role, with who assigned it and when, on the deal's timeline. The loan officer stays on ...
A capture's lead note, and a floor duty changes only from its own settings
Record text consent on a lead, keep email hours, and give OutreachCheck the consent records
A press on a call sets the lead's real status, and every path keeps the stage
The stage follow moves out of LeadController into a LeadStatusFollower that LeadService calls after commit, so autosave, automation, the public application and ...
A call on the floor resolves the lead's due callbacks
My Call List shows those callbacks too.
Goals read the shared dial count, and each-member goals
A call figure now comes from DialTally, so Home and the scoreboard agree: opening the dialer alone is no longer a call, and first-text time is the middle time r...
The cockpit, goals and per-loan money
A member's call list and pipeline counts, an organization's goals measured from the permanent records, and a loan's revenue and cost in the organization's own c...
An SI's scheduled floor duty, a person's lead from a capture, and the owner's call on SI loan access
The duty and its tool scope commit together. Only the org owner, in their own session, may change SI_LOAN_ACCESS.
The outreach check applies the lender's mortgage switches to stream sends
A lead's stage and its loans follow each other, switch by switch
Both directions are off until a lender turns them on, and the map is org data on the stage. Loan to lead: a stage follows the least advanced loan, heard off th...
Streams move leads through the pipeline's system move and ask OutreachCheck
The lead outbox bean and the internal actions automation-service calls
Lead changes reach the outbox on the lead's own transaction, inside a savepoint, and cost nothing for an org with no published stream. Lead writes and loan move...
Pipelines, board, stage moves, dropdown fields and saved views
Rights 661-664. Dark by default: nothing changes for an org with no pipeline or fields. The board shares the grid's permission floor and filters, and each colum...
The lead's contact facts, Stop all outreach, and an organization's contact rules
GET **************** and its outcome, stop, resume, consent and check actions, under the same read gate as the Communications tab; /api/security/contact-rules f...
A lead's loan rollup, and corrections to deals and leads
A lead holds many loans, so stop treating one as the lead's. - The legacy Arive path took the lead's newest application, which could already speak for anothe...
A mail-only domain, exempt from the one-domain rule
An organization that already has a domain could not add an alias domain: POST /domains refuses a second root (ONE_DOMAIN_PER_ORG), and that is every organizatio...
Send an updated invoice, and show the customer everything they owe
- Sending an invoice updated since it last went out uses the new commerce.invoice_updated email: what changed, the old and new amounts, the new due date, an...
An added member's welcome lets them set their first password
A member an administrator adds has no password, so the plain WELCOME's Sign in button led nowhere. Send WELCOME_SET_PASSWORD instead when the account has no pas...
My Bill — an organization owner's own bill from the seller's ledger
GET /api/security/pos/my-billing answers the owner's state (current, due, overdue), open invoices, the estimated next renewal, past invoices, the seller's remit...
Read one SI decision for its review trail
GET **************** what the SI decided, why, how sure it was, the stage and function, the gate's result, and the loan it is on — only for a decision on one of...
Name loans by borrower and loan number from their loan-file ids
GET **************** (at most 200): borrower name and loan number (the application id) for each, staff only, own-loans aware. For the consoles that only hold lo...
Find a loan by borrower name or loan number
GET **************** — up to 20 (max 50) of the org's applications whose loan number starts with the digits typed or whose borrower's first, last or preferred n...
A person's denial starts the ECOA notice clock, when the lender tracks it
Only an automated-underwriting decoder armed the 30-day adverse-action clock, so a loan a person denied in Kamo never showed a notice owed on the Adverse Action...
The KamoUniverse Assistant skill's client always makes a personal Alexa link
A second Alexa skill (custom only, so Alexa voice profiles work) links through Kamo OAuth client iot.alexa.assistant (same IOT_ALEXA purpose, same vendor redire...
Every automatic MLOS email and loan change waits for the lender's switch
A lender running its loans in another loan origination system (Harmony with Arive) must not have Kamo writing to its borrowers or changing its loans on top of t...
A terminated SI set back to Active is re-hired as the same SI (TPSIREHIRE)
Owner 2026-10-28: terminated SIs are re-activatable like people. Active on a terminated SI's status now runs AiLifecycleService.rehire after the rest of the sav...
Google Home account linking — an IOT_GOOGLE principal provider and Google's redirect URIs
IOT_GOOGLE is the Alexa voice-link provider with assistant GOOGLE on I-A1/I-A2 (one link table in IoTService). The client admin takes a Google Cloud project id ...
An SI may act through its higher-up's own account on their authenticated order
TPONBEHALF (owner 2026-10-28), the NO INSUBORDINATION RULE extended: on an authenticated direct order, the SI may use everything the requester can do under thei...
A short member session for the member speaking on an Alexa link, and voice turns as order references
Voice Assistant R3: POST **************** {orgId, memberId, linkId, grantId} -> {***, expiresAt} (X-Internal-Auth = IOT_INTERNAL_AUTH_SECRET). Minted only for a...
Enforce own-loan access; Team Members default to their own loans
MLOS endpoints now tell apart members who see all of the organization's loans (View Mortgage Pipeline, or god mode) from members who hold only View Own Mortgage...
The Alexa consent carries whose link it is, the place and "What can Alexa use?" to IoTService
Voice Assistant program (P1-6, P2-8, P5-3): LinkChoice gains ownerKind (ORG | MEMBER), siteId and grantChoice, shape-checked here and judged by IoTService; the ...
Owner and administrator changes follow one set of rules; another member's avatars are theirs
Leadership (OrgLeadershipService): - GET/PATCH **************** for the profile page. - PATCH .../access owner changes go through the same rules (an administrat...
Terminate an SI from its status, status counts, no deletes on /account
- An SI's Terminated status runs the SI retire lifecycle after the rest of the save (runs stopped, phone line, seat and licence released, credential and ses...
Members holding the Administrator role can edit its rights
PUT /api/security/roles/{id} routes the Administrator role's rights through **************** BEFORE any other write so a refused save writes nothing. Only a cal...
Loan officer and investor pickers for the Mortgage Lending reports, proven on the fleet's Hibernate
- mortgageLoanOfficers: members assigned as loan officer on at least one of the organization's deals (narrower than every member, so the picker lists names th...
Seed the ten Mortgage calculator rights from CALC_SIMPLE
Whoever can open the calculator today finds Calculator -> Mortgage on the boot that adds CALC_MORTGAGE_* (shared-lib 1ae01ae8); each is then granted or withdraw...
A meeting line a signed-in supervisor said is an order the Tool Plane may lend on (meet:<turn id>)
TPMEETAUTH (owner order 2026-10-26): in Kamo Meet a signed-in supervisor's request is their direct order (No Insubordination union). The Tool Plane verifies the...
Apply a generated personality to an SI's own charter, around what people set
Voice realism VR2, owner decision D2: every SI gets a unique, job-fit personality, generated from its own work. kamoai-service drafts it; this internal endpoint...
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