Tags are user-defined labels that can be applied to entities within the system, such as accounts, lines of credit, or loans, to enable advanced filtering, sorting, and reporting.
Tags provide a flexible way to categorize and organize data, making it easier to track specific attributes, behaviors, or custom criteria across multiple entities. Additionally, tags integrate with our notification subsystem and Canopy Connect, allowing automated workflows to be triggered when a tag is applied or removed.
This functionality supports dynamic operational processes, such as risk management, customer segmentation, or targeted communication, enhancing efficiency and customization for lenders and borrowers alike. Tags empower users to tailor the system to their unique needs while maintaining scalability and clarity.