- analysis.py: deterministic claim scorer + /analyze /approve /letter /advance-tier endpoints (auto-runs on intake) - packet.py + packet_fields.json: welcome-packet templating engine (6 onboarding docs, field catalog) - letterstream.py + letters.py: certified-mail send pipeline + letter lifecycle (webhook verified) - docuseal.py: DocuSeal signing integration - staff.py/models.py/schema.sql/auth.py: approval actor from staff key, tier gate (APPROVED+ACTIVE+onboarding docs), onboarding_docs table - frontend/: dependency-free static portal (intake, magic-link login/verify, dashboard) - landing-mockups/: 4 design-stance mockups + favicons - legal/: aup/privacy/sms-terms/terms HTML - docs/: letter-queue scope, letterstream API contract, 6 welcome-packet templates - review-dre-landing-2026-08-21.md: 3-variant landing feedback sprint - compliance/DRE_Compliance_Manual.md: updated Source synced from deployed /opt/dre-portal/app/ (was 4 days ahead of git).
228 lines
5.1 KiB
JSON
228 lines
5.1 KiB
JSON
{
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"account_holder_entity_type": {
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"label": "Account Holder Entity Type",
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"recovery_impact": false,
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"required": false,
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"source": null,
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"type": "text"
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},
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"account_holder_name": {
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"label": "Account Holder Legal Name",
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"recovery_impact": false,
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"required": true,
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"source": "client.company_name",
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"type": "text"
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},
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"account_number": {
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"label": "Account Number",
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"recovery_impact": false,
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"required": true,
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"source": null,
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"type": "text"
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},
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"account_type": {
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"label": "Account Type",
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"options": [
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"Checking",
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"Savings"
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],
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"recovery_impact": false,
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"required": true,
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"source": null,
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"type": "checkbox"
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},
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"bank_name": {
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"label": "Bank Name",
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"recovery_impact": false,
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"required": true,
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"source": null,
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"type": "text"
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},
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"claim_amount_cents": {
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"label": "Claim Amount",
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"recovery_impact": true,
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"required": true,
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"source": "claim.amount_cents",
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"type": "money"
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},
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"client_company_name": {
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"label": "Client Legal Name",
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"recovery_impact": false,
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"required": true,
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"source": "client.company_name",
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"type": "text"
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},
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"client_contact_name": {
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"label": "Client Contact / Print Name",
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"recovery_impact": false,
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"required": true,
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"source": "client.contact_name",
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"type": "text"
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},
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"client_entity_type": {
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"label": "Client Entity Type",
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"recovery_impact": false,
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"required": false,
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"source": null,
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"type": "text"
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},
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"debtor_address": {
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"label": "Debtor Business Address",
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"recovery_impact": true,
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"required": false,
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"source": "debtor.physical_address",
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"type": "text"
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},
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"debtor_alt_address": {
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"label": "Debtor Alternate Address",
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"recovery_impact": false,
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"required": false,
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"source": null,
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"type": "text"
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},
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"debtor_ar_lenders": {
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"label": "Debtor Known AR / Lenders",
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"recovery_impact": false,
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"required": false,
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"source": null,
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"type": "text"
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},
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"debtor_bank": {
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"label": "Debtor Bank / FI",
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"recovery_impact": false,
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"required": false,
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"source": null,
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"type": "text"
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},
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"debtor_city_state_zip": {
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"label": "Debtor City / State / ZIP",
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"recovery_impact": true,
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"required": false,
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"source": null,
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"type": "text"
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},
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"debtor_contact_email": {
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"label": "Debtor Email",
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"recovery_impact": true,
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"required": false,
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"source": "debtor.contact_email",
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"type": "text"
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},
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"debtor_contact_name": {
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"label": "Debtor Primary Contact",
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"recovery_impact": true,
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"required": false,
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"source": null,
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"type": "text"
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},
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"debtor_contact_phone": {
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"label": "Debtor Direct Phone",
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"recovery_impact": true,
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"required": false,
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"source": "debtor.contact_phone",
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"type": "text"
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},
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"debtor_contact_title": {
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"label": "Debtor Contact Title",
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"recovery_impact": false,
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"required": false,
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"source": null,
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"type": "text"
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},
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"debtor_dba": {
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"label": "DBA / Trade Name",
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"recovery_impact": true,
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"required": false,
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"source": null,
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"type": "text"
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},
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"debtor_ein": {
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"label": "EIN / Tax ID",
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"recovery_impact": true,
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"required": false,
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"source": null,
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"type": "text"
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},
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"debtor_entity_type": {
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"label": "Debtor Entity Type",
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"recovery_impact": true,
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"required": false,
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"source": "debtor.business_type",
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"type": "text"
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},
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"debtor_name": {
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"label": "Debtor Legal Name",
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"recovery_impact": true,
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"required": true,
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"source": "debtor.name",
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"type": "text"
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},
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"debtor_registered_agent": {
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"label": "Registered Agent Name",
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"recovery_impact": true,
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"required": false,
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"source": null,
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"type": "text"
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},
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"debtor_registered_agent_address": {
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"label": "Registered Agent Address",
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"recovery_impact": true,
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"required": false,
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"source": null,
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"type": "text"
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},
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"debtor_state": {
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"label": "State of Formation",
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"recovery_impact": true,
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"required": false,
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"source": null,
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"type": "text"
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},
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"debtor_website": {
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"label": "Debtor Website",
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"recovery_impact": false,
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"required": false,
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"source": null,
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"type": "text"
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},
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"dre_claim_number": {
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"label": "DRE Claim Number",
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"recovery_impact": false,
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"required": true,
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"source": "claim.claim_number",
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"type": "text"
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},
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"invoice_date": {
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"label": "Invoice / Contract Date",
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"recovery_impact": true,
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"required": false,
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"source": "claim.invoice_date",
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"type": "date"
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},
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"personal_guarantee": {
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"label": "Personal Guarantee Exists?",
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"options": [
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"Yes",
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"No",
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"Unsure"
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],
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"recovery_impact": true,
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"required": true,
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"source": null,
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"type": "checkbox"
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},
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"personal_guarantee_signer": {
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"label": "Personal Guarantee Signer",
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"recovery_impact": true,
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"required": false,
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"source": null,
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"type": "text"
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},
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"routing_number": {
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"label": "Routing (ABA) Number",
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"recovery_impact": false,
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"required": true,
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"source": null,
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"type": "text"
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}
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} |