MCU
Readiness • Preparation • Progress
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V2 Partner Invite Application tracker

MCU
MyCreditUW
Partner Intelligence Console
Workflow Queue

Application Workflow

Manage profile progression from preparation visibility to application workflow.

Pipeline management Partner-controlled actions No approval decisions
Profile Context Queue view
Profile ID Queue Active context
Path All Selected preparation path
Readiness -- Member-side value
Confidence -- Member-side value
Total Profiles 0 Profiles available for workflow
Invited 0 Application workflow initiated
Needs Review 0 Alerts or post-invite changes
On Hold 0 Manually paused by partner
Workflow Queue

Profile Queue List

Select a profile to manage invite workflow status and review operational alerts.

Workflow Queue

No profiles available for workflow

Profiles will appear here after member-side visibility requirements are met and the partner queue receives consented profile data. This page does not create, modify, or recalculate member profile information.

Operational note: Workflow controls become available after a profile is opened from the queue.
Profile Action View

Action Control Panel

Manage partner-controlled workflow status for this profile. These actions do not modify member source data or recalculate readiness.

Current Status Not Invited
Select an action to update the partner workflow state for this profile.
Change + Alert Awareness Review profile changes and partner alerts
Changed After Invite --

Indicates whether visible profile information changed after prior workflow activity.

Alert Count 0

Alerts help partners identify files that may require additional operational review.

Alert List

Why this matters

Changes and alerts may affect workflow timing, document review, and partner follow-up. This section is informational only and does not represent approval, underwriting, or eligibility guidance.

Invite Tracker Workflow state and timestamp
Invite Status Not Invited

Current partner workflow state for this profile.

Last Updated --

Timestamp from centralized partner workflow state.

Workflow State No saved workflow state

Saved only in mcuV2PartnerWorkflowState. Member source data is not modified.

Workflow Expansion Notes, requests, and workflow steps (future)

Partner Notes

Preview-only field. Notes are not saved yet. Backend persistence not active.

Document Requests

Income Documentation Identity Verification Asset Statements Business Financials
Future: trigger structured document request workflow to the member-side system with member consent.

Workflow Steps

  • Profile visibility review
  • Preliminary partner assessment
  • Document verification
  • Application workflow continuation
Future: configurable workflow pipeline tied to partner process.
This section is a forward-compatible interface. Actions here do not modify member data, initiate applications, expose documents, or represent underwriting activity.
Operational Disclosure

Preparation workflow only

This page supports partner-side workflow tracking for consented preparation profiles. It does not approve, deny, underwrite, qualify, or recommend any application action.

No approvals
No underwriting
No guarantees
No member data changes
Back to Queue Back to Profile Summary Visibility Queue
Ask MyCreditUW Assistant FAQ first, AI fallback for members. No underwriting or approval decisions.