2.9 KiB
2.9 KiB
Onboarding — what uses SLA vs applicant reminders
SRS §9.4 SLA applies to internal role turnaround (ASM, RBM, FDD, Finance, etc.).
It does not apply to steps the prospect/dealer performs on the public portal.
Do not configure internal SLA
| Pipeline step | Why | What to use instead |
|---|---|---|
| Submitted | Application is already submitted; no internal approver waiting. | None (audit only). |
| Questionnaire | Prospect fills the questionnaire, not ASM/RBM. | Scheduled BullMQ job + manual bulk: QUESTIONNAIRE_REMINDER to applicant (QuestionnaireReminderService, requires ENABLE_REDIS=true). |
Runtime: shouldTrackOnboardingSla() skips these in WorkflowService. Re-seed sets isActive: false on old config rows.
Internal SLA (configured)
| Step | Owner (internal) | Real scenario |
|---|---|---|
| Shortlist | DD Admin | Admin reviews leads and shortlists (§6.6). |
| 1st / 2nd / 3rd Level Interview | RBM+DD-ZM, DD Lead+ZBH, NBH+DD Head | Panel feedback TAT after interviews are scheduled. |
| FDD | FDD | External agency report upload/review. |
| LOI Approval | NBH | Internal LOI approval gate. |
| Security Deposit | Finance | Finance verifies payment proof uploaded by applicant. |
| LOI Issue | DD Admin | LOI issuance processing. |
| Dealer Code Generation | DD Admin | Code generation task. |
| Architecture / Statutory Work | Architecture Team / DD Admin+Legal | Parallel compliance tracks. |
| LOA | NBH | LOA approval. |
| EOR Complete | DD Admin | EOR milestone. |
| Inauguration | ASM | Post-EOR inauguration coordination. |
Applicant-facing communications (not SLA matrix)
| Template | Audience | Trigger |
|---|---|---|
OPPORTUNITY / portal link |
Applicant | Opportunity conversion |
QUESTIONNAIRE_REMINDER |
Applicant | DD Admin bulk reminder (pending questionnaire) |
QUESTIONNAIRE_SUBMITTED |
Applicant | On questionnaire submit |
ONBOARDING_STATUS_UPDATE |
Applicant | Status changes |
Scheduled prospect reminders (not SLA Configuration UI)
| Env variable | Default | Meaning |
|---|---|---|
ENABLE_REDIS |
false |
Must be true for scheduler |
QUESTIONNAIRE_REMINDER_SCHEDULER_ENABLED |
true |
Master switch |
QUESTIONNAIRE_REMINDER_FIRST_AFTER_DAYS |
1 |
Wait after entering Questionnaire Pending |
QUESTIONNAIRE_REMINDER_INTERVAL_DAYS |
2 |
Min days between repeat emails |
QUESTIONNAIRE_REMINDER_MAX_COUNT |
5 |
Max auto reminders per application |
DEBUG_QUESTIONNAIRE_REMINDER_FAST_MODE |
off | Sweep every 15 min (dev) |
Cron: daily 09:00 (same pattern as LWD admin sweep).
Code: questionnaire-reminder.queue.ts → QuestionnaireReminderService.processScheduledReminders().
Internal SLA worker (sla.worker.ts) only processes sla_tracking rows for internal roles — it does not email prospects.