CSM Review: Loan Origination System

Acme Bank · Submitted 5/10/2026 · 20h ago

SLA: Green

Application Basics

App nameLoan Origination System

Sluglos-new

Ownermeera.joshi@acmebank.com

IndustryBFSI

CriticalityCritical

Hierarchy

Parent nodeHome Loans

Modules4 L5 modules

Workflow & Users

Workflow typeW3

User count12 users

Connectors2 connectors

KB Template

TemplateBFSI — Lending

Onboarding Checklist

0/6 items verified

License check

Verify tenant has valid license for the requested SKU and user count.

Region & data residency

Confirm data residency requirements match tenant's region configuration.

Security review

Review connector credentials and access permissions for security compliance.

Billing alignment

Confirm billing plan supports the requested workflow type and user count.

Technical readiness

Verify connector URLs are reachable and credentials are valid.

Customer kickoff scheduled

Confirm kickoff call is scheduled with the Application Owner.

CSM Notes (private)