Glossary
What is the case lifecycle?
The four stages
Intake: the application and supporting documents arrive, are captured, and are routed for processing. Verify: key claims (identity, business standing, bank data, revenue) are checked against evidence. Decide: a credit decision is made, reasons are recorded, and any required notices are triggered. Close: the transaction is executed and the case is sealed with its full audit record.
Each stage has defined inputs, outputs, and hand-off criteria. That structure is what makes the process reviewable — an examiner can open any case and see where it was, who touched it, and what was decided.
Why structure matters
Ad-hoc processes — deals worked through email threads, spreadsheets, and phone calls — produce inconsistent outcomes and sparse records. The case lifecycle replaces that with a common frame: every deal goes through the same stages, and the record at each stage is the same shape.
FAQ
Case Lifecycle — common questions
What happens when a case is denied?
At the decide stage, a denial triggers the adverse action workflow — recording specific reasons, starting the notice clock, and capturing the evidence that supported the decision.
Can stages be customized?
Yes. Hadrian lets operators configure the stages and steps within them to match their workflow and product type — while preserving the consistent audit record that each stage produces.
The institution around the intelligence
See Hadrian run your case lifecycle — intake to close, every decision audited.
Governance-native case processing for lenders and regulated teams.