Space

The space configuration defines the default state of the application. The JSON definition is loaded from a Journey Manager property when Workspaces first runs. Once It has run, it will store the current state in the client to be used across Workspaces.

The available configuration options are specified below.

Properties

All properties are optional unless otherwise indicated.

Property	Description
currentLocale	String (Default: "en") Locale key to be used across the app.
currentDateRange	Map<String> (Default: []) Required. The default date range. Uses date helper function in expressions.
theme	Map<Theme> (Default: null) Default theme color definitions.
currentDateRange	Map<String> (Default: []) Required. The default date range.
locales	List<Locale> (Default: []) List of locale values used to fetch the corresponding locale file.
views	List<View> (Default: []) Required. List of views.
applicants	Map<Applicant> (Default: null) Required. Map of applicants.
statusColors	Map<StatusColor> (Default: null) Map of status colors.
integrations	List<Integration> (Default: []) List of integrations.
customCards	List<CustomCard> (Default: []) List of custom cards.
mappings	Map<Mapping> (Default: null) Required. Map of mappings.

Example

Following is the default space configuration.

{
  "theme": {
    "primary": {
      "main": "#715C95"
    }
  },
  "currentLocale": "en",
  "locales": ["en", "es", "pt"],
  "currentPage": 0,
  "currentView": "All Outstanding",
  "currentDateRange": ["{{ date('4 weeks ago') }}", "{{ date('today') }}"],
  "views": [
    {
      "label": "All outstanding",
      "properties": [
        "$trackingCode",
        "$primaryApplicant",
        "$status",
        "$stepAge",
        "$assigned",
        "$product",
        "$lastModified"
      ],
      "filterBy": {
        "$status": ["Opened", "Assigned", "Saved"]
      },
      "sortOrder": "desc",
      "sortBy": "$stepAge"
    },
    {
      "label": "Unassigned",
      "properties": [
        "$trackingCode",
        "$primaryApplicant",
        "$status",
        "$stepAge",
        "$assigned",
        "$product",
        "$lastModified"
      ],
      "filterBy": {
        "$assigned": ["None"]
      },
      "sortOrder": "desc",
      "sortBy": "$stepAge"
    },
    {
      "label": "Assigned to me",
      "properties": [
        "$trackingCode",
        "$primaryApplicant",
        "$status",
        "$stepAge",
        "$assigned",
        "$product",
        "$lastModified"
      ],
      "filterBy": {
        "$status": ["Assigned", "Saved", "Opened"],
        "$assigned": ["{{ currentUser }}"],
        "$product": "All"
      },
      "sortOrder": "asc",
      "sortBy": "$assigned"
    },
    {
      "label": "Latest tasks",
      "properties": [
        "$trackingCode",
        "$primaryApplicant",
        "$status",
        "$stepAge",
        "$assigned",
        "$product",
        "$lastModified"
      ],
      "sortOrder": "desc",
      "sortBy": "$stepAge",
      "filterBy": {
        "$status": ["Opened", "Assigned", "Saved"],
        "$product": "All"
      }
    },
    {
      "label": "Opened last week",
      "properties": [
        "$trackingCode",
        "$primaryApplicant",
        "$status",
        "$stepAge",
        "$assigned",
        "$product",
        "$lastModified"
      ],
      "filterBy": {
        "$status": ["Opened", "Assigned", "Saved"],
        "$product": "All",
        "$lastModified": ["{{ date('1 week ago') }}", "{{ date('today') }}"]
      },
      "sortBy": "$stepAge"
    },
    {
      "label": "Deposit account opening",
      "properties": [
        "$trackingCode",
        "$primaryApplicant",
        "$status",
        "$stepAge",
        "$assigned",
        "$product",
        "$lastModified"
      ],
      "filterBy": {
        "$status": ["Opened", "Saved", "Assigned"],
        "$product": "DAO - Manual Review"
      },
      "sortBy": "$stepAge"
    },
    {
      "label": "Urgent",
      "properties": [
        "$trackingCode",
        "$primaryApplicant",
        "$status",
        "$stepAge",
        "$assigned",
        "$product",
        "$lastModified"
      ],
      "queues": ["Job Reviewers"]
    }
  ],
  "integrations": [
    {
      "label": "FIS Chexsystems",
      "properties": ["$ida", "$idv", "$ofac", "$qualfile"]
    },
    {
      "label": "Threat metrix",
      "properties": ["$score", "$decision", "$riskRating"]
    },
    {
      "label": "TIN check",
      "properties": ["$tinVerification"]
    }
  ],
  "statusColors": {
    "Black": ["HARDFAIL"],
    "LightGreen": ["LOW"],
    "Green": ["VERIFIED", "PASSED", "ACCEPT", "APPROVE", "TRUSTED", "PASS"],
    "Red": ["FAILED", "DECLINE", "HIGH", "FAIL"],
    "Blue": ["REVIEW", "NEUTRAL", "UNVERIFIED"],
    "Orange": ["INSUFFICIENT", "MEDIUM"]
  },
  "applicants": {
    "PrimaryApplicant": {
      "label": "Primary",
      "properties": [
        "$primaryApplicant",
        "$primaryEmail",
        "$primarySSN",
        "$assigned",
        "$product",
        "$lastModified"
      ]
    },
    "SecondaryApplicant": {
      "label": "Secondary",
      "properties": [
        "$secondaryApplicant",
        "$secondaryEmail",
        "$secondarySSN",
        "$assigned",
        "$product",
        "$lastModified"
      ]
    }
  },
  "customCards": [
    {
      "label": "Funding status",
      "properties": ["$fundingType", "$fundingAmount", "$assigned", "$product", "$lastModified"]
    },
    {
      "label": "Sent emails",
      "dataSource": "properties['EmailList']",
      "properties": ["$dateSent", "$info", "$deliveryStatus", "$followUp"]
    },
    {
      "label": "Applicant validations",
      "dataSource": "properties['GenericContent']",
      "properties": ["$dataType", "$htmlLink", "$jsonLink", "$xmlLink", "$pdfLink"]
    }
  ],
  "mappings": {
    "$dateSent": {
      "label": "Date sent",
      "dataIndex": "dateAttempted",
      "type": "date"
    },
    "$info": {
      "label": "Info",
      "dataIndex": "name",
      "type": "text"
    },
    "$deliveryStatus": {
      "label": "Delivery status",
      "dataIndex": "emailSent",
      "type": "text"
    },
    "$followUp": {
      "label": "Follow up",
      "dataIndex": "followUp",
      "type": "text"
    },
    "$dataType": {
      "label": "Type",
      "dataIndex": "type",
      "type": "text"
    },
    "$htmlLink": {
      "label": "View report",
      "type": "text",
      "link": {
        "dataIndex": "htmlContent",
        "type": "html",
        "encoding": "base64"
      }
    },

    "$jsonLink": {
      "label": "View JSON",
      "type": "text",
      "link": {
        "dataIndex": "jsonContent",
        "type": "json",
        "encoding": "base64"
      }
    },

    "$xmlLink": {
      "label": "View XML",
      "type": "text",
      "link": {
        "dataIndex": "xmlContent",
        "type": "xml",
        "encoding": "base64"
      }
    },

    "$pdfLink": {
      "label": "View PDF",
      "link": {
        "dataIndex": "pdfContent",
        "type": "url"
      }
    },

    "$trackingCode": {
      "label": "Task ID",
      "dataIndex": "trackingCode",
      "type": "text",
      "filter": {
        "type": "input"
      }
    },
    "$status": {
      "label": "Task status",
      "dataIndex": "formStatus",
      "type": "text",
      "sorter": true,
      "filter": {
        "type": "multiselect",
        "options": ["Assigned", "Opened", "Saved", "Completed"]
      }
    },
    "$stepAge": {
      "label": "Task created",
      "dataIndex": "timeCreated",
      "type": "date",
      "format": "relative",
      "sorter": true
    },
    "$lastModified": {
      "label": "Last modified",
      "dataIndex": "timeUserLastModified",
      "type": "date",
      "sorter": true,
      "filter": {
        "type": "picker",
        "options": {
          "minDate": "{{ date('1 month ago') }}",
          "maxDate": "{{ date('today') }}"
        }
      }
    },
    "$assigned": {
      "label": "Assigned to",
      "dataIndex": "userLoginName",
      "type": "text",
      "sorter": true,
      "filter": {
        "type": "multiselect",
        "options": ["[email protected]", "[email protected]"]
      }
    },
    "$product": {
      "label": "Product",
      "dataIndex": "formName",
      "type": "text",
      "filter": {
        "type": "select",
        "options": [
          "DAO - Manual Review",
          "Review of deposit account opening",
          "Review of loan application"
        ]
      }
    },
    "$primaryApplicant": {
      "label": "Name",
      "dataIndex": "properties['PrimaryName']",
      "type": "text",
      "filter": {
        "type": "input"
      }
    },
    "$primaryEmail": {
      "label": "Email",
      "dataIndex": "properties['PrimaryEmail']",
      "type": "text"
    },
    "$primarySSN": {
      "label": "SSN #",
      "dataIndex": "properties['PrimarySSN']",
      "type": "text"
    },
    "$secondaryApplicant": {
      "label": "Name",
      "dataIndex": "properties['SecondaryName']",
      "type": "text"
    },
    "$secondaryEmail": {
      "label": "Email",
      "dataIndex": "properties['SecondaryEmail']",
      "type": "text"
    },
    "$secondarySSN": {
      "label": "SSN #",
      "dataIndex": "properties['SecondarySSN']",
      "type": "text"
    },
    "$fundingType": {
      "label": "Funding type",
      "dataIndex": "properties['FundingType']",
      "type": "text"
    },
    "$fundingAmount": {
      "label": "Funding amount",
      "dataIndex": "properties['FundingAmount']",
      "type": "text"
    },
    "$ida": {
      "label": "IDA",
      "dataIndex": "properties['FisIda.${ applicant.key }.verifyStatus']",
      "type": "text"
    },
    "$idv": {
      "label": "IDV",
      "dataIndex": "properties['FisIdv.${ applicant.key }.idvVerifyStatus']",
      "type": "text",
      "link": {
        "dataIndex": "properties['FisIdv.${ applicant.key }.htmlReport']",
        "type": "html"
      }
    },
    "$ofac": {
      "label": "OFAC",
      "dataIndex": "properties['FisIdv.${ applicant.key }.ofacStatus']",
      "type": "text"
    },
    "$qualfile": {
      "label": "Qualfile",
      "dataIndex": "properties['FisQualiFile.${ applicant.key }.accountAcceptanceTxt']",
      "type": "text",
      "link": {
        "dataIndex": "properties['FisQualiFile.${ applicant.key }.htmlReport']",
        "type": "html"
      }
    },
    "$score": {
      "label": "Score",
      "dataIndex": "properties['ThreatMetrixScore.${ applicant.key }']",
      "type": "number"
    },
    "$riskRating": {
      "label": "Risk rating",
      "dataIndex": "properties['ThreatMetrixRiskRating.${ applicant.key }']",
      "type": "text"
    },
    "$decision": {
      "label": "Decision",
      "dataIndex": "properties['ThreatMetrixDecision.${ applicant.key }']",
      "type": "text",
      "link": {
        "dataIndex": "properties['ThreatMetrixQueryResponse.${ applicant.key }']",
        "type": "json"
      }
    },
    "$tinVerification": {
      "label": "TIN verification",
      "dataIndex": "properties['TINCheckResult.${ applicant.key }']",
      "type": "text",
      "link": {
        "dataIndex": "properties['TINCheckSOAPReponse.${ applicant.key }']",
        "type": "xml"
      }
    }
  }
}