Product CONFIGURATION

Banks across different geographies can have varied requirements with regards to sequence of steps in originations for different products.

Workflow configuration is an administrative maintenance using which the bank administrator can define the sequence of the sections in application form for each of the products.

There will be a default workflow defined in the system as part of Day0 definition for each of the product along with identified set of steps.

Bank administrator will have an option to view the default workflow for each of the products. If the sequence defined for a product does not suit the bank requirements, the administrator can opt to create a custom workflow by re-arranging the sequence of steps

Bank administrator also will have a choice to decide on the workflow to be applied for products i.e. default / custom.

Prerequisites

 

Features supported in application

Workflow configuration allows Bank Administrator to:

workflow

You are here How to reach here:

Administration Maker Dashboard > Quick Links > Workflow Configuration > Product Configuration

ClosedField Description

Field Name

Description

Product Class

Select the product class for which the workflow needs to be viewed or custom workflow is to be defined.

Product Name

Select the product name for which the workflow needs to be viewed or configured. The list will be populated based on the Day 0 configurations done in the application.

Flow Type

The available flow types for the product are displayed.

The options are:

  • Default
  • Custom

Status

Indicates the status against the flow type i.e. whether the default or the custom flow is active / inactive. At any point in time, either the default or the custom flow type for a product can remain in active state.

Actions

The available action buttons against each of the Flow Type is displayed.

The action button can be:

  • View: Click to view the workflow definition for the selected product.
  • Create Custom Flow: Click to define custom workflow for the selected product. This option will be available only if there is no custom workflow defined for the selected product.
  • Apply Flow: Click to apply the desired flow to the product.
  1. In the Action column, click View to view the default/ custom workflow definition for the selected product.
    OR
    Click Create Custom Flow to create a new workflow.

Product Configuration - View Default Workflow

Using this option Bank Administrator can view the workflow definition for the selected product.

To view the default configuration:

ClosedField Description

Field Name

Description

Product Class

Product class as selected in the previous screen is displayed.

Product

Product name as selected in the previous screen is displayed.

Flow Type

The flow type for the product against which the action of view is selected is displayed.

The options are:

  • Default
  • Custom

Product Flow (Default)

Default workflow defined for the selected product with the following steps is displayed:

  • Orientation Screen
  • Primary Information
  • Contact Information
  • Identification Information
  • Income Information
  • Account Information
  • Employment Information
  • Requirements Screen
  • Review Screen
  • Confirmation

  • Product Configuration - Create Custom Flow

  • Using this option, bank administrator can create the workflow configuration.

  • To create the custom workflow configuration:

    1. In the Product Configuration screen, select the product class from Product Class field.
    1. From the Product Name list, select the appropriate product.
    2. In the Action column, click Create Custom Flow . The Product Configuration - Create screen appears.
      The steps as defined in the default workflow will be displayed with an option to move the steps in the order as required.

    3. At any point in time, the user will have an option to view the default workflow by clicking on Show Default Flow .

  • ClosedField Description

    Field Name

    Description

    Product Class

    Product class as selected in the previous screen is displayed.

    Product Name

    Product name as selected in the previous screen is displayed.

    Flow Type

    The flow type for the product as selected in the previous screen is displayed.

    Product Flow

    Displays the default workflow defined for the selected product with the following steps and an option to move the steps in the desired sequence:

    • Orientation Screen
    • Primary Information
    • Contact Information
    • Identification Information
    • Income Information
    • Account Information
    • Employment Information
    • Requirements Screen
    • Review Screen
    • Confirmation Screen

    The Primary Information, Contact Information, Identification Information, Income Information, Account Information, Employment Information and Requirements steps can be moved to customize the workflow.
    1. Select the step to be moved.
    2. Click and drag the same in the area where it needs to be placed.
    3. Click Save to save the transaction.
      OR
      Click Back to navigate to previous screen.
      OR
      Click Cancel to abort the transaction and navigate to the 'Dashboard'.
      OR
      Click Show Default Flow to view the default workflow for the product.
    4. The Review screen appears. Verify the details, and click Confirm.
      OR
      Click Edit to make the changes if any.
      OR
      Click Cancel to abort the transaction.
    5. The success message appears along with the transaction reference number.
      Click OKto complete the transaction.

    • Product Configuration - View Custom Workflow

    Using this option Bank Administrator can view the workflow definition created by them.

    To view the custom workflow:

    ClosedField Description

    Field Name

    Description

    Product Class

    Product class as selected in the previous screen is displayed.

    Product

    Product name as selected in the previous screen is displayed.

    Flow Type

    The flow type for the product as selected in the previous screen is displayed.

    Product Flow

    Displays the default workflow defined for the selected product with the following steps and an option to move the steps in the desired sequence:

    • Orientation Screen
    • Primary Information
    • Contact Information
    • Identification Information
    • Income Information
    • Account Information
    • Employment Information
    • Requirements Screen
    • Review Screen
    • Confirmation

    Product Configuration - Edit

    If the custom workflow defined for a product does not suit the business needs, then bank administrator can edit the defined custom workflow To edit custom workflow, bank administrator will need to follow the steps mentioned below.

    To edit the product configuration:

    1. From the Product list, select the appropriate product.
    2. In the Action column, click View against the Custom Workflow option. The Product Configuration - View screen appears.
    3. Click Edit to edit the workflow configuration. The Product Configuration - Edit screen appears.
      OR
      Click Back to navigate to the previous screen.
      OR
      Click Cancel to abort cancel the transaction and navigate to the ‘Dashboard’.
    ClosedField Description

    Field Name

    Description

    Product Class

    Product class as selected in the previous screen is displayed.

    Product

    Product name as selected in the previous screen is displayed.

    Flow Type

    The flow type for the product as selected in the previous screen is displayed.

    Product Flow (Default)

    Displays the default workflow defined for the selected product with the following steps:

    • Orientation Screen
    • Primary Information
    • Contact Information
    • Identification Information
    • Income Information
    • Account Information
    • Employment Information
    • Requirements Screen
    • Review Screen
    • Confirmation

    This will be displayed if Show Default Flow button has been clicked.

    Product Flow (Custom)

    Displays the custom workflow defined for the selected product with the following steps:

    • Orientation Screen
    • Primary Information
    • Contact Information
    • Identification Information
    • Income Information
    • Account Information
    • Employment Information
    • Requirements Screen
    • Review Screen
    • Confirmation

    The Primary Information, Contact Information, Identification Information, Income Information, Account Information, Employment Information and Requirements steps can be moved to customize the workflow.
    1. Select the step to be moved.
    2. Click and drag the same in the area where it needs to be placed.
    3. Click Save to save the transaction.
      OR
      Click Back to navigate to previous screen.
      OR
      Click Cancel to abort the transaction and navigate to the 'Dashboard'.
      OR
      Click Show Default Flow to view the default workflow for the product.
    4. The Review screen appears. Verify the details, and click Confirm.
      OR
      Click Edit to make the changes if any.
      OR
      Click Cancel to abort the transaction.
    5. The success message appears along with the transaction reference number.
      Click OK to complete the transaction.

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