State Entities

The state schema defines 25 top-level entities that represent all business data in a mortgage flow. These entities follow the Stacc standard model specification.

parties

People and organizations involved in the mortgage (applicants, guarantors, banks)

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case

A case representing a customer application, containing party references, consents, and group structures.

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scenarios

Array of scenarios

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financing

Loan arrangements, terms, and financing details

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nonFinancingAgreements

Agreements that are not financing-related

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collateralAgreements

Agreements related to collateral arrangements

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collateralObjects

Physical or financial items used as security

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otherAgreements

Miscellaneous agreements

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derivatives

Derivative agreements (interest rate swaps, etc.)

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assets

Assets owned by parties

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changes

Change requests and modification tracking

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incomes

Income sources for affordability calculations

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expenses

Expense items for affordability calculations

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analysis

Financial analysis results and calculations

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assumptions

List of all assumptions/additional data for analysis/calculations

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products

Product definitions and configurations

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basicRates

Collection of shared basic rate definitions (interest, fee, commission) available for reference by products in this case.

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reports

Generated reports and documents

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notes

All notes related to a given entity. E.g. all notes made by an advisor on a case.

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surveys

All surveys related to a given entity. E.g. all surveys to be filled/answered by an advisor on a case.

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decisions

Polymorphic array of decisions discriminated by decisionKind

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decisionResolvers

Array of decision resolvers linking overriding decisions to their targets

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ucCreditReports

Array of UC credit reports

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decisions

Decision records from DMN rules, human reviewers, and system logic

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decisionResolvers

Links between decisions that resolve or override previous decisions

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Entity Relationships

This diagram shows how the central state entities relate to each other.