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Choices & Enums

All Django TextChoices enums used across the system. Enums are string-based for readability and portability.

Loan States

Loan Status

Value Label Description
pending Pending Application submitted, awaiting review
approved Approved Application approved, awaiting disbursement
active Active Loan is funded and active
paid_off Paid Off Loan fully repaid
denied Denied Application denied
cancelled Cancelled Application cancelled before funding
defaulted Defaulted Loan in default
charged_off Charged Off Loss recognized
written_off Written Off Fully written off

Loan Sub-Status

Value Label Description
none None No active sub-status
in_forbearance In Forbearance Forbearance active
in_deferment In Deferment Deferment active
in_modification In Modification Modification in progress
in_bankruptcy In Bankruptcy Borrower in bankruptcy
in_collections In Collections Assigned to collection queue

Delinquency Bucket

Value Label DPD Range
current Current 0
dpd_1_29 1-29 DPD 1--29
dpd_30_59 30-59 DPD 30--59
dpd_60_89 60-89 DPD 60--89
dpd_90_119 90-119 DPD 90--119
dpd_120_plus 120+ DPD 120+

Programs & Products

Program Type

Value Label
installment Installment Loan
lease Lease
line_of_credit Line of Credit
revolving_credit Revolving Credit

Day-Count Convention

Value Label
actual_360 Actual/360
actual_365 Actual/365
30_360 30/360
actual_actual Actual/Actual

Accrual Method

Value Label
simple Simple
compound Compound Daily
compound_monthly Compound Monthly
rule_of_78 Rule of 78

Interest Rate Type

Value Label
fixed Fixed
variable Variable
hybrid Hybrid

Payments

Payment Status

Value Label
pending Pending
completed Completed
failed Failed
reversed Reversed
refunded Refunded
chargebacked Chargebacked

Payment Method

Value Label
ach ACH
wire Wire Transfer
check Check
card Card
other Other

Transaction Type

Value Label
regular Regular
advance Advance
deferment_accrual Deferment Accrual
settlement Settlement

Recurring Payment Frequency

Value Label
monthly Monthly
bi_weekly Bi-Weekly
weekly Weekly
quarterly Quarterly

Fees

Fee Type

Value Label
origination Origination
late Late
NSF NSF
prepayment_penalty Prepayment Penalty
modification Modification
skip_payment Skip Payment
monthly_service Monthly Service
annual Annual
other Other

Calculation Method

Value Label
flat Flat Amount
percentage_principal Percentage of Principal
percentage_balance Percentage of Balance
percentage_payment Percentage of Payment
tiered Tiered

Fee Trigger

Value Label
on_origination On Origination
on_delinquency On Delinquency
on_modification On Modification
on_payment_miss On Payment Miss
scheduled Scheduled
manual Manual

Fee Status

Value Label
pending Pending
paid Paid
waived Waived
forgiven Forgiven

Servicing

Modification Type

Value Label
rate_change Rate Change
term_extension Term Extension
principal_forgiveness Principal Forgiveness
capitalization Capitalization
reage Reage

Modification Status

Value Label
pending Pending
approved Approved
applied Applied
rejected Rejected
failed Failed

Forbearance Type

Value Label
full Full Forbearance
partial Partial Forbearance

Post-Forbearance Action

Value Label
capitalization Capitalization
repayment_plan Repayment Plan
modification Modification
deferment Deferment
resume_amortization Resume Amortization

Deferment Interest Treatment

Value Label
accrues Accrues
capitalized Capitalized
foregiven Foregiven (Subsidized)

Promise-to-Pay Status

Value Label
pending Pending
fulfilled Fulfilled
broken Broken

Suspense Status

Value Label
held Held
applied Applied
refunded Refunded

Payment Plan Type

Value Label
catch_up Catch-Up
deferment Deferment
forbearance_cure Forbearance Cure
settlement Settlement

Collateral

Collateral Type

Value Label
real_estate Real Estate
vehicle Vehicle
equipment Equipment
jewelry Jewelry
securities Securities
cash Cash
other Other

Collateral Status

Value Label
pledged Pledged
released Released
liquidated Liquidated
seized Seized

Lien Filing Type

Value Label
ucc1 UCC-1
mortgage Mortgage
security_agreement Security Agreement
title_lien Title Lien

Valuation Type

Value Label
appraisal Appraisal
market Market
book Book Value
liquidation Liquidation

Disbursements

Disbursement Status

Value Label
pending Pending
processing Processing
completed Completed
failed Failed
cancelled Cancelled

Recipient Type

Value Label
borrower Borrower
dealer Dealer
merchant Merchant
creditor Creditor
escrow Escrow

Communications

Channel

Value Label
email Email
sms SMS
letter Letter
in_app In-App

Communication Status

Value Label
pending Pending
sending Sending
sent Sent
delivered Delivered
failed Failed
bounced Bounced

Ledger

Account Type

Value Label
asset Asset
liability Liability
equity Equity
revenue Revenue
expense Expense

Cases

Case Type

Value Label
general General
complaint Complaint
dispute Dispute

Case Status

Value Label
open Open
in_progress In Progress
escalated Escalated
snoozed Snoozed
closed Closed

Case Priority

Value Label
low Low
medium Medium
high High
critical Critical

Users

Tenant Role

Value Label Inherits
viewer Viewer ---
collector Collector viewer
loan_officer Loan Officer collector
admin Admin loan_officer
superadmin Super Admin (wildcard)

See Also