> For the complete documentation index, see [llms.txt](https://docs.eximee.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.eximee.com/documentation/documentation-en/eksploatacja-aplikacji/dashboard/dashboard-dla-posrednika-hipotecznego.md).

# Dashboard for a mortgage broker

{% hint style="info" %}
Availability of functionality depends on the license and may not be available in all deployments.
{% endhint %}

## Assumptions:

* The intermediary sees only the cases he has started himself, even when he is no longer currently assigned to them
* The intermediary can search for cases by case number and customer surname

{% hint style="info" %}
The dashboard uses data from the projection database, which is fed by events emitted from eximeeBpms. A case started by the intermediary appears on the list after the process (case) is started in eximeeBpms; this is handled by the emitted event RouterProcessStartedEvent
{% endhint %}

## Changes needed to associate the application with the intermediary starting it

* Projection database in the table **process\_list** has been extended with the column **startedBy**. The column stores the login of the user who started the application.
* The dashboard uses the projection database fed by events, therefore it has been added to **KafkaProcessListEventConsumer** handling and consuming the \*\*RouterProcessStartedEvent event containing the user's login. This login is stored in the column **startedBy**.

## Defining dashboard functionality visibility

Visibility of functionality is controlled by roles in the application. The mortgage intermediary has permission **feature\_only\_started\_processes**, which allows him to see:

* inbox (list of cases),
* starting a new mortgage application via the New mortgage button (connected application: simpleMortgage\_app),
* filtering applications tailored to the mortgage intermediary.

He should also have the permission **feature\_process\_list** - it allows access to the case list.

## Filtering cases in the dashboard

* A filter was added when searching for applications on the backend - the intermediary will retrieve only the applications he started himself.
  * in the search above the case list, cases can be filtered by the customer's surname,
  * in the Filter window, in the Case ID field, after entering part of the case number, we should see filtered cases.


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