Learning paths by role
Choose the route that matches the work you perform in Finsaku. Each route puts the existing task guides in a practical order and gives you checks to complete in a training or approved test context.
Your organisation can divide responsibilities differently. Follow the route closest to your work, then use the linked reference pages when you need a field, status, or failure case.
Loan officer
Borrower records, application terms, calculation, review, and the lending hand-off.
Follow the loan officer route → Active loansServicing user
Loan checks, receipts, allocation, schedules, changes, and reconciliation.
Follow the servicing route → OversightOperations manager
Queues, portfolio views, exports, exceptions, recorded activity, and hand-offs.
Follow the operations route → ConfigurationTenant administrator
Products, data collection, workflows, users, permission groups, and settings.
Follow the tenant administration route → ConnectionsIntegration administrator
Provider settings, dependent configuration, verification, failures, and change control.
Follow the integration route →Use a learning path
- Confirm that you have the training records, permissions, and dependent configuration named at the start of the route.
- Read each linked guide in order and perform its checks in a training or approved test context.
- Stop when an action falls outside your authority. Use the hand-off guidance instead of borrowing another person's account.
- Finish when you can demonstrate the route's checks without relying only on a save notification.
Estimated times cover reading and practice in Finsaku. They exclude organisation approvals and external-provider response time.