Settings & Configuration

LoanX offers extensive customization options to tailor the app to your workflow and preferences. This guide covers all settings categories, configuration options, and best practices for optimization.

Accessing Settings

Settings Screen Location

Primary Access Methods:

1. Tap the Settings icon in the navigation bar (gear icon)
2. Open Drawer Menu and select "Settings"
3. Long-press the app icon on iOS home screen for quick settings
4. Voice Command: Say "Open settings" to the AI assistant

Settings Screen Layout:

• Profile section with app logo and version
• Organized sections with clear categories
• Toggle switches for boolean options
• Pickers for multiple-choice settings
• Action buttons for advanced features

Profile and Account Settings

User Profile Information

Profile Display:

• App Logo: LoanX branding
• App Name: Application title
• Version Information: Current app version number
• User Name: From your authentication account
• Email Address: Primary email from sign-in

Profile Actions:

• View Profile Details: Tap to see complete profile information
• Linked Accounts: Manage connected authentication methods
• Account Permissions: Review app access permissions

Organization Management

Organization Information:

• Current Organization: Name of your active organization
• Organization Role: Your role/permissions level
• Organization Switching: Change between organizations (if multiple access)

Organization Settings:

• Switch organizations using the picker
• View organization-specific policies
• Access organization support contacts

Core App Settings

Voice Assistant Configuration

Enable Voice Assistant:

• Toggle: Turn voice assistant features on/off
• Impact: Controls access to AI-powered features
• Requirement: Must be enabled for voice functionality

Voice Assistant Settings:

• Microphone Preferences: Audio input sensitivity
• Language Settings: Voice recognition language
• Response Preferences: Verbal vs. visual response balance

AI Assistant Preferences:

• Auto-start Sessions: Begin AI session on app launch
• Session Timeout: Configure session duration preferences
• Conversation History: Enable/disable conversation saving

Web Features Toggle

Enable Web Features:

• Hybrid Mode: Combines native iOS with web functionality
• Native Mode: iOS-only interface and features
• Impact: Changes available interface options and navigation

Web Integration Options:

• Default Browser: Internal vs. external browser
• Navigation Preferences: Web vs. native navigation
• Data Sync: Web data integration settings

Environment Configuration

Environment Selection:

• Production: Live system environment
• Staging: Development/testing environment
• Switching: Change environments (requires restart)

Environment Impact:

• Different data sets and user accounts
• Separate authentication systems
• Different feature availability
• Performance and stability differences

Important Notes:

• Environment changes require app restart
• Data doesn't transfer between environments
• Always verify you're in the correct environment

Permission Management

Contacts Permissions

Contacts Access:

• Permission Status: Granted, Denied, or Not Determined
• Usage: Creating loans from device contacts
• Management: Tap to review or change permissions

Contacts Integration Features:

• Import contact information for loan creation
• Quick access to borrower contact details
• Automatic contact data population

Microphone Access

Microphone Permissions:

• Required For: Voice assistant functionality
• Status Display: Current permission state
• Permission Management: Link to iOS Settings

Audio Settings:

• Input Sensitivity: Adjust for your environment
• Noise Cancellation: Background noise filtering
• Voice Quality: Optimize for recognition accuracy

iOS System Permissions

System Integration:

• Notification Permissions: App notifications and alerts
• Background Refresh: Keep app updated when not active
• Location Services: Property-related calculations (if enabled)

Advanced Features

Siri Integration

Siri Shortcuts:

• Add to Siri: Configure voice commands
• Available Commands: "Show my loans", custom phrases
• Setup Process: Record your preferred phrase
• Management: Edit or delete Siri shortcuts

Siri Integration Info:

• Explains Siri voice command capabilities
• Instructions for setting up shortcuts
• Troubleshooting Siri recognition issues

Spotlight Search

iOS Spotlight Integration:

• Search Loans: Find loans through iOS search
• Quick Access: Launch app with specific loan context
• Setup Information: How Spotlight indexing works

Spotlight Features:

• Loan information indexed for search
• Quick loan access from iOS search
• Integration with iOS system search

Debug and Development

Debug Logs:

• Share Logs: Export technical logs for support
• Usage: Troubleshooting and technical support
• Privacy: Logs may contain sensitive information

Development Options:

• Feature Flags: Access to experimental features
• API Configuration: Advanced technical settings
• Performance Monitoring: App performance insights

Legal and Compliance

Terms and Privacy

Terms and Conditions:

• Access: View current terms of service
• Updates: Notification of terms changes
• Acceptance: Required for continued app usage

Privacy Policy:

• Data Usage: How your information is handled
• Data Sharing: Third-party integrations and sharing
• Rights: Your privacy rights and controls

Legal Compliance:

• Industry-specific regulatory compliance
• Data protection regulations (GDPR, CCPA)
• Financial services compliance requirements

Account Management

Logout Options

Logout:

• Standard Logout: Sign out of current session
• Data Retention: Local data may be preserved
• Re-authentication: Required for next app use

Logout Impact:

• Clears authentication tokens
• Preserves some local preferences
• Requires fresh sign-in on next launch

App Management

Dismiss Settings:

• Return to App: Close settings and return to main interface
• Save Changes: Settings are automatically saved
• Apply Changes: Some changes require app restart

Configuration Best Practices

Initial Setup Recommendations

Essential Settings to Configure:

1. Enable Voice Assistant: For AI functionality
2. Grant Microphone Permission: Required for voice features
3. Set Up Contacts Access: If creating loans from contacts
4. Verify Environment: Ensure you're in the correct environment

Optional but Recommended:

1. Configure Siri Shortcuts: For quick voice access
2. Enable Spotlight Search: For loan finding
3. Review Privacy Settings: Understand data usage

Workflow Optimization

For Voice-Heavy Users:

• Enable all voice assistant features
• Configure microphone for your environment
• Set up Siri shortcuts for common tasks
• Enable auto-start AI sessions

For Traditional LOS Users:

• Enable web features for familiar interface
• Configure contacts integration
• Set up Spotlight search for quick loan access
• Maintain production environment settings

For Multi-Organization Users:

• Verify organization switching capabilities
• Understand environment differences
• Keep authentication methods current
• Monitor organization access permissions

Troubleshooting Settings

Common Settings Issues

Settings Won't Save

Solutions:

1. Ensure stable internet connection
2. Force close app and reopen
3. Check device storage space
4. Verify app has latest updates

Environment Switch Problems

Issues:

• Can't switch between environments
• Wrong data appears after switch

Solutions:

1. Force close app completely after environment change
2. Sign out and sign back in
3. Clear app cache if necessary
4. Contact administrator for environment access issues

Permission Issues

Microphone/Contacts Not Working:

1. Go to iOS Settings > Privacy & Security
2. Find the relevant permission category
3. Locate LoanX and toggle permissions
4. Force close and reopen LoanX
5. Test the feature that requires permissions

Settings Sync Issues

Settings Not Syncing:

• Some settings are device-specific (like permissions)
• Others sync across devices through your account
• Environment and organization settings typically sync
• Local preferences may not sync

Resolving Sync Problems:

1. Sign out and sign back in
2. Check internet connectivity
3. Verify you're signed into the same account
4. Contact support for persistent issues

Privacy and Security

Data Handling

Local Data:

• App preferences stored securely on device
• Authentication tokens in iOS Keychain
• Conversation history encrypted locally
• Contact permissions managed by iOS

Synced Data:

• User preferences synced through secure channels
• Organization settings managed centrally
• Audit logs for security and compliance
• Encryption in transit and at rest

Security Best Practices

Account Security:

• Use strong authentication methods
• Enable multi-factor authentication when available
• Keep authentication accounts secure
• Sign out from shared or compromised devices

App Security:

• Keep app updated to latest version
• Use device screen lock/biometric security
• Don't share device access with unauthorized users
• Report security concerns promptly

Getting Support for Settings

When to Contact Support

Settings Issues:

• Can't access certain configuration options
• Environment switching problems
• Organization access issues
• Permission problems that persist after troubleshooting

Information to Provide:

• Current app version
• iOS version
• Specific settings causing issues
• Error messages encountered
• Steps already attempted

Self-Service Options

Built-in Help:

• Info buttons next to complex settings
• Help text and explanations
• Link to terms and privacy policies

External Resources:

• Administrator contacts for organization issues
• Apple Support for iOS permission problems
• LoanX documentation and guides

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Next: Siri Integration - Set up voice commands and iOS shortcuts for LoanX