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Customer Portal Guide

Portal URL

https://customer.test.emali2.damplabs.com

Source of Truth for This Refresh

  • Route tree: emali2-frontend/apps/customer-portal/src/App.tsx
  • Loan behavior: emali2-frontend/apps/customer-portal/src/pages/LoansPage.tsx
  • Customer API contract: emali2-frontend/apps/customer-portal/src/hooks/useApi.ts
  • Live browser evidence: output/playwright/refresh-20260325/ using customer1 / password
  • Passkey validation evidence: output/customer-passkey-demo-20260410/ and output/playwright/customer-passkey-postdeploy-20260409/

What Changed

  • /app/loans now prioritizes the current live loan before showing new offers.
  • The loans page explicitly separates active applications from pending applications.
  • Loan servicing now exposes repayment progress, repayment schedule, repayment ledger, and outstanding balance details on the same page.
  • Repayments are wallet-aware. The customer must choose the wallet to debit, and the request can now include walletId.
  • Repayments are normalized to the amount still outstanding. If a customer enters more than the balance due, only the outstanding amount is applied and the excess remains in the selected wallet.
  • Loan references are now generated through centralized platform code generation rather than older timestamp-style examples.
  • The customer security workspace now exposes live passkey status, a Set Up Passkey or Add Another Passkey action, trusted devices, and a Manage in Account Settings handoff for identity-managed security changes.

What This Guide Covers

  1. The current route inventory for the public customer portal, including aliases and protected routes.
  2. Detailed operational guidance for customer money movement, wallet management, loans, security, and support.
  3. Exact manual steps for customer passkey enrollment, passkey login, and cross-device sign-in.
  4. Edge-case handling for loan repayments, insufficient balance, and alias redirects.

Read In This Order

  1. Customer Page-by-Page Guide
  2. Customer Task Workflows
  3. Customer Passkeys and Sign-In
  4. Customer Mobile App Guide

Representative Screens

Customer dashboard

Customer loans

Customer security

For exact passkey enrollment and sign-in steps, including the current Continue With Password handoff and cross-device login behavior, see Customer Passkeys and Sign-In.

For native Android customer-app screens, use Customer Mobile App Guide.