Getting Started
Core concepts
Vocabulary for cycles, channels, opportunities, and explainability in ComeBk.
- Getting Started
- 1 min read
Opportunity
An opportunity is a lending go-to-market unit of work: a potential facility, relationship expansion, or refinance under evaluation. Opportunities move through cycle stages; they are not interchangeable with generic CRM “deals.”
Cycle
A cycle is the ordered set of stages your organisation uses for marketing and sales motion (for example qualify → structure → approve → book). Cycles are tenant-configured. ComeBk records stage transitions with timestamps and actor identity.
Channel
A channel describes how the opportunity entered motion (relationship, campaign, partner, inbound). Channels are first-class filters for reporting and workflow rules.
Segment and product fit
Borrower segment and intended product fit fields keep workflow context specific to commercial lending. Avoid mapping them onto generic industry or “pipeline type” labels from other systems unless you also preserve ComeBk’s native fields.
Explainability
Decision-facing outputs include explanations: structured notes on why a recommendation or stage change was produced. Explainability is part of the shipping contract for those outputs. See API overview for how explanations appear on resources.
Platform relationship
ComeBk owns the marketing and sales domain for commercial lending. Shared platform services (identity, tenancy, observability) sit underneath; they do not redefine ComeBk’s product mandate. High-level architecture: Architecture overview.