Solitaire Finz Mart

A modern web-based Associate / DSA workflow application for managing lending operations, customer cases, documentation, legal processing, technical evaluation, and case tracking.

Overview

Solitaire Finz Mart — Associate App is a lightweight, browser-based lending operations platform designed for Associates / DSAs and internal teams.

The application provides a centralized workflow for handling customer and loan-case information and connects operational pages such as:

Associate / customer case management
Lead and application information
Document and data collection
Credit-related case processing
Legal evaluation
Technical evaluation
Case status tracking
Internal operational coordination
Privacy, legal and compliance information

The project is built as a deployable web application and uses Supabase for backend connectivity where required.

Live Application

Live App:
https://sachink24.github.io/associate-app/

Repository:
https://github.com/Sachink24/associate-app

Main Modules

🏠 Associate / Main Application

The main application is intended to act as the central workspace for Associates and lending operations.

Typical workflow:

Lead / Customer
      ↓
Case Entry
      ↓
Data & Document Collection
      ↓
Credit Evaluation
      ↓
Legal Evaluation
      ↓
Technical Evaluation
      ↓
Sanction / Further Processing
      ↓
Disbursement
      ↓
Payout / Closure

⚖️ Legal Evaluation

The repository includes a dedicated legal.html page for legal-related information and evaluation workflows.

The legal section can be used to organize and display:

Property/legal information
Legal observations
Document status
Verification requirements
Legal remarks
Case-level compliance information

🏗️ Technical Evaluation

The repository includes technical.html for technical/property evaluation.

It can support information such as:

Property details
Site/technical observations
Construction details
Property condition
Valuation-related information
Technical remarks
Evaluation status

🔐 Privacy & Legal

The repository includes privacy.html and legal.html to provide user-facing privacy, terms and legal information.

These pages are designed to remain static and do not require direct backend calls.

Project Structure

associate-app/
│
├── index.html
│   └── Main Associate / Application interface
│
├── technical.html
│   └── Technical Evaluation module
│
├── legal.html
│   └── Legal / Terms information
│
├── privacy.html
│   └── Privacy Policy
│
├── supabase-config.js
│   └── Shared Supabase client configuration
│
├── SECURITY.md
│   └── Security policy
│
├── .github/
│   └── GitHub Actions / workflow configuration
│
└── README.md
    └── Project documentation

Technology Stack

Technology	Purpose
HTML5	Application structure
CSS3	Responsive user interface
JavaScript	Application logic and interactions
Supabase	Backend / database connectivity
GitHub	Source-code repository
GitHub Pages	Static web deployment

Backend

The application is designed to work with Supabase.

Supabase can provide:

Database storage
Authentication
Row Level Security (RLS)
API access
Case and operational data management

Security Note

Frontend applications normally contain a Supabase publishable/anonymous key. This key is not a substitute for database security.

Row Level Security (RLS) must be correctly configured on every production table.

Never place:

Service-role keys
Private API keys
Database passwords
Server secrets
Authentication secrets

inside frontend source code or a public repository.

Deployment

This project is suitable for deployment using GitHub Pages.

GitHub Pages

Open the repository on GitHub.
Go to Settings → Pages.
Select Deploy from a branch.
Select the main branch.
Select the root folder /.
Save the configuration.

The application can then be accessed through:

https://sachink24.github.io/associate-app/

Local Development

Because the project is primarily a static HTML/CSS/JavaScript application, it can be tested locally without a complex build system.

Option 1 — Open directly

Open:

index.html

in a modern browser.

Option 2 — Local server

For better browser compatibility, run the project through a local web server.

Example:

git clone https://github.com/Sachink24/associate-app.git
cd associate-app

Then serve the folder using your preferred local development server.

Recommended Production Practices

Before using the application for real customer or lending data:

Enable and test Supabase RLS policies.
Use proper authentication and role-based access.
Do not expose service-role credentials.
Validate all user input.
Add audit logging for important case changes.
Restrict access to customer and financial information.
Use HTTPS in production.
Regularly review database permissions.
Keep legal and privacy documents updated.
Back up important operational data.

Workflow Philosophy

The application is designed around a case-based lending workflow, where a customer case can move through multiple operational stages while maintaining relevant information and status.

A scalable future workflow can be structured as:

ASSOCIATE
   │
   ├── Lead Entry
   ├── Customer Data
   ├── Documents
   │
   ▼
CREDIT
   │
   ├── Eligibility
   ├── Financial Analysis
   └── Credit Decision
   │
   ▼
LEGAL
   │
   ├── Document Verification
   ├── Property Legal Check
   └── Legal Opinion
   │
   ▼
TECHNICAL
   │
   ├── Site Evaluation
   ├── Property Assessment
   └── Technical Opinion
   │
   ▼
SANCTION
   │
   ▼
DISBURSEMENT
   │
   ▼
PAYOUT / CLOSURE

Future Enhancements

Potential future modules include:

Role-based dashboards
Admin control panel
Associate management
Customer/lead management
Loan product management
Bank/NBFC product mapping
Credit assessment
Document checklist
Automated case status
Legal report generation
Technical report generation
PDF report generation
Sanction tracking
Disbursement tracking
Payout calculation
Notifications and reminders
Advanced reporting
MIS dashboards
Activity/audit logs
AI-assisted document and case analysis

Important

This repository is an operational software project. It should not be treated as a replacement for the underwriting, legal, technical, compliance, or approval policies of any bank, NBFC, lender, or regulated financial institution.

All lending decisions should remain subject to the applicable lender's policies, documentation, verification and approval process.

License

For commercial use, redistribution, modification or integration, obtain appropriate permission from the project owner.

Associate • Credit • Legal • Technical • Lending Operations

Built to bring the lending case workflow into one organized digital platform.

Name		Name	Last commit message	Last commit date
.github/workflows		.github/workflows
README (1).md		README (1).md
README.md		README.md
SECURITY.md		SECURITY.md
SUMMARY.md		SUMMARY.md
SUMMARY1.md		SUMMARY1.md
WHATSAPP_SETUP.md		WHATSAPP_SETUP.md
auth-guard.js		auth-guard.js
create-team-member-index.ts		create-team-member-index.ts
credit.html		credit.html
fix_credit_team_rls.sql		fix_credit_team_rls.sql
index.html		index.html
legal.html		legal.html
migration_admin_credit_rbac.sql		migration_admin_credit_rbac.sql
migration_legal_technical_rbac.sql		migration_legal_technical_rbac.sql
migration_whatsapp_referral.sql		migration_whatsapp_referral.sql
privacy.html		privacy.html
reset-password.html		reset-password.html
supabase-config.js		supabase-config.js
technical.html		technical.html
whatsapp-module.js		whatsapp-module.js
whatsapp-schema.sql		whatsapp-schema.sql

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Solitaire Finz Mart — Associate App