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Build dashboard UI for loan officer oversight #7

@A-Chronicle

Description

@A-Chronicle

Description

Create a web-based dashboard UI for loan officers to view portfolio health, review agent recommendations, and approve/reject actions.

Tasks

  • Design dashboard layout and wireframes
  • Implement portfolio overview page (high-risk/medium-risk counts)
  • Build account risk detail view with factors breakdown
  • Create action review interface (approve/reject/modify)
  • Add decision history/audit log view
  • Implement real-time portfolio updates
  • Add loan officer feedback mechanism
  • Mobile-responsive design

UI Components Needed

  • Portfolio summary cards (HIGH/MEDIUM/LOW risk)
  • Account risk heatmap
  • Action approval workflow
  • Decision reasoning display
  • Feedback form for loan officers
  • Search and filter functionality

Acceptance Criteria

  • Dashboard displays portfolio health clearly
  • Loan officers can review and approve actions
  • Real-time updates from agent
  • Mobile-friendly interface
  • Accessible (WCAG 2.1 AA)
  • Performance: <2s page load time

Tech Stack Suggestions

  • React/Vue for frontend
  • React Query or SWR for API integration
  • Tailwind CSS for styling
  • Chart.js or Plotly for visualizations

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