4.76.01 - Client’s Maximum Total Outstanding Loan Balance

We've improved our Evaluation Workflow with a new role-based threshold that automatically checks a client's total active loan balance. If the balance goes over a set limit, the loan can only be approved by another user whose role allows them to evaluate loans at that level or higher.

The maximum outstanding client balance threshold can be found under the "Specific Evaluation Limitations" section within the Evaluation tab.

Setup > Role > Evaluation Rights