Settings
Underwriting policy, billing, team, preferences, triage rules, and connected data sources
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Preferences
Your own choices; they follow you across devices.
Estimates the Lux a batch will use as soon as you stage statements on the Upload Hub. When off, use “Estimate Lux cost” there instead.
Triage & stipulation defaults
Fixed defaults unless marked as part of the Veritas Codex.
Auto-stipulate triggers
- Flag returned cheque recirculation
- OnMonitored (Telemetry Only)
- Require active Secretary of State good standing
- OnMonitored (Telemetry Only)
- Flag missing consecutive months
- OnMonitored (Telemetry Only)
Document ingestion & triage
- Default statement horizon
- 3 monthsMonitored (Telemetry Only)
- Consecutive month enforcement
- StrictMonitored (Telemetry Only)
- Auto-classify driving licences & passports (KYC)
- OnMonitored (Telemetry Only)
- Auto-extract voided cheque routing & account numbers
- OnMonitored (Telemetry Only)
- Credit application data extraction
- OnMonitored (Telemetry Only)
Parameters marked 'Monitored' are tracked in underwriting telemetry but not yet enforced as hard gates by the credit engine.
Connected data sources
Live status for external lookups used by junior underwriting.
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Roadmap: IDV and IRS/TIN matching will register here once downstream vendor contracts are mounted. Credit bureau pulls are configured per broker in the card below.
Credit bureau integration
Soft-pull source for the junior underwriting credit profile. Informational only — it never gates a decision.
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