Data Field Analysis
Comprehensive view of all data fields tracked across Leads, Loans, and Clients
System Dictionary
Leads Data Fields
Complete data dictionary for lead management system. Recently enhanced with geographic fields.
28 total fields8 required7 categories
| Field Name | Data Type | Required | Source | Example | Usage | Category |
|---|---|---|---|---|---|---|
| id | UUID | Yes | Database | test-1 | Primary key, unique identification | Core |
| name | string | Yes | Form Input | John Doe | Display name, search, personalization | Core |
string | Yes | Form Input | john@email.com | Contact, authentication, marketing | Core | |
| phone | string | No | Form Input | (555) 123-4567 | Phone contact, SMS campaigns | Core |
| source | string | Yes | System | Organic, Office, RateTracker | Lead attribution, source analysis | Core |
| leadType | string | Yes | Selection | refinance, purchase, cashout | Workflow routing, product matching | Core |
| status | string | Yes | System | new, contacted, qualified | Pipeline tracking, automation | Core |
| zipCode | string(10) | No | Form Input | 90210 | Rate variations, property analysis | Geographic |
| city | string | No | Form Input | Beverly Hills | Location filtering, market analysis | Geographic |
| state | string(2) | No | Form Input | CA | Compliance, rate zones, regulations | Geographic |
| loanAmount | number | No | Form Input | 450000 | Qualification, loan sizing, scoring | Financial |
| propertyValue | number | No | Form Input | 600000 | LTV calculation, risk assessment | Financial |
| creditScore | number | No | Form Input | 740 | Risk assessment, product eligibility | Financial |
| income | number | No | Form Input | 85000 | DTI calculation, qualification | Financial |
| currentRate | number | No | Form Input | 8.25 | Savings calculation, urgency scoring | Financial |
| loanPurpose | string | No | Selection | rate_and_term, cash_out | Product matching, underwriting | Preferences |
| propertyType | string | No | Selection | single_family, condo | Underwriting rules, product eligibility | Preferences |
| occupancy | string | No | Selection | primary, investment | Rate pricing, product eligibility | Preferences |
| mortgageType | string | No | Selection | conventional, fha, va | Product routing, rate shopping | Preferences |
| userGoal | string | No | Selection | lower_payment, cash_out | AI scoring, personalization | Preferences |
| createdAt | DateTime | Yes | System | 2024-01-15T10:30:00Z | Lead age, reporting, automation | System |
| updatedAt | DateTime | Yes | System | 2024-01-16T14:20:00Z | Activity tracking, freshness | System |
| isTestData | boolean | No | System | true/false | Data management, filtering | System |
| score.grade | string | No | AI Calculation | A+, A, B, C | Lead prioritization, routing | AI/Scoring |
| score.priority | string | No | AI Calculation | high, medium, low | Follow-up prioritization | AI/Scoring |
| score.totalScore | number | No | AI Calculation | 85 | Ranking, automation triggers | AI/Scoring |
| activities[] | Array | No | System | Activity records | Communication history, timeline | Related |
| rateAlerts[] | Array | No | System | Rate monitoring | Market opportunity tracking | Related |