Siebel Finance Guide > Managing Commercial Loans >

Activating Loan Request Workflows

For the commercial loan processes to work correctly, you must activate two workflows.

• FINS Commercial Loan - Populate Company Group Name. This workflow makes sure that the Parent Account value is kept up to date as the Account value is modified.
• FINS Commercial Loan - Refresh Company Group Name. This workflow is called to refresh the user interface as the Parent Account value is changed.

To activate the commercial loan request workflows

1. Navigate to the Administration - Business Process screen >Workflow Deployment view.
2. In the Repository Workflow Processes list, use a query to find all processes where the Name begins with FINS Commercial Loan.

   NOTE:  You can query on FINS Commercial Loan.

3. To activate each of the two workflows processes listed:
   1. Select the workflow process record.
   2. Click Activate.
4. To verify that the workflow is active:
   1. In the Active Workflow Processes list query for Name = FINS Commercial Loan.
   2. Confirm the value in the Deployment Status field = Active.

To reload runtime events

1. Navigate to the Administration - Runtime Events screen > Events view.
2. From the menu, select Reload Runtime Events.