Current Space

Journey Brokers includes just a single space, applications. The configuration is mapped to the global space and is shown below.

Example

The following example shows the default configuration for the Applicant space.

src/configs/custom/index.ts

import global from './global';
import applications from './applications';

const spaces = [applications];

export default {
  global,
  spaces,
};

src/configs/custom/applications.ts

import { Config } from '@journey-ui/workspaces/build/common/types';

export const applicationsConfig = ({ date, currentUser }: any): Config => ({
  label: 'Applications',
  icon: 'list_alt',
  permissions: {
    type: 'role',
    value: ['Brokers'],
  },
  pageSize: 10,
  loadQuery: true,
  attachments: {
    filter: {
      action: 'exclude',
      regex: '\\.exe$',
    },
  },
  search: {
    label: 'Columns',
    properties: ['$primaryName', '$appId', '$currentQueue'],
  },
  emptyMessage: 'No applications found. Create a new application.',
  actions: {
    Resume: {
      label: 'Resume',
    },
    Withdraw: {
      label: 'Withdraw',
    },
    Recover: {
      label: 'Recover',
    },
    Receipt: {
      label: 'Receipt',
    },
  },
  globalFilters: {
    DateCreated: {
      label: 'Created date',
      value: [date('4 weeks ago'), date('now')],
    },
    FormName: {
      label: 'Form / Product type',
      options: ['Deposit Account Opening'],
      value: 'All',
    },
  },
  globalActions: {
    CreateForm: {
      label: 'New Application',
      options: ['Deposit Account Opening'],
    },
  },
  views: [
    {
      label: 'All my applications',
      properties: [
        '$appId',
        '$primaryName',
        '$product',
        '$dateOfBirth',
        '$SSN',
        '$email',
        '$phone',
        '$appCreated',
        '$appSubmitted',
        '$appStatus',
        '$appLastModified',
      ],
      filterBy: {
        $formStatus: ['Saved', 'Opened', 'Assigned', 'Abandoned', 'Completed'],
        $assigned: currentUser,
      },
      sortOrder: 'desc',
      sortBy: '$appCreated',
    },
    {
      label: 'My submitted',
      properties: [
        '$appId',
        '$primaryName',
        '$product',
        '$dateOfBirth',
        '$SSN',
        '$email',
        '$phone',
        '$appCreated',
        '$appSubmitted',
        '$appStatus',
        '$appLastModified',
      ],
      filterBy: {
        $formStatus: ['Completed'],
        $assigned: currentUser,
      },
      sortOrder: 'desc',
      sortBy: '$appCreated',
    },
    {
      label: 'My saved',
      properties: [
        '$appId',
        '$primaryName',
        '$product',
        '$dateOfBirth',
        '$SSN',
        '$email',
        '$phone',
        '$appCreated',
        '$appSubmitted',
        '$appStatus',
        '$appLastModified',
      ],
      filterBy: {
        $formStatus: ['Saved'],
        $assigned: currentUser,
      },
      sortOrder: 'desc',
      sortBy: '$appCreated',
    },
    {
      label: 'My abandoned',
      properties: [
        '$appId',
        '$primaryName',
        '$product',
        '$dateOfBirth',
        '$SSN',
        '$email',
        '$phone',
        '$appCreated',
        '$appSubmitted',
        '$appStatus',
        '$appLastModified',
      ],
      filterBy: {
        $formStatus: ['Abandoned'],
        $assigned: currentUser,
      },
      sortOrder: 'desc',
      sortBy: '$appCreated',
    },
  ],
  keyInfo: ['$appId', '$primaryName', '$product', '$appAge', '$email', '$appStatus'],
  customCards: ['$brokers', '$sentEmails', '$applicantValidations'],
  steps: [
    {
      label: 'Submitted',
      value: 'Applicant Submitted',
    },
    {
      label: 'Decision',
      value: 'Decision Engine',
    },
    {
      label: 'Review',
      value: ['Fraud Review', 'Manual Review', 'Background Review', 'Complete Verification'],
    },
    {
      label: 'Funding / Rejection',
      value: ['Application funding', 'Applicant Update'],
    },

    {
      label: 'Completed',
      value: [
        'Application Delivery',
        'Approved Complete',
        'Terminated Initial',
        'Terminated Additional',
        'Terminated Applicant',
      ],
    },
  ],
});

export default applicationsConfig;

Attributes

To review the list of supported attributes, see API Reference.