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 steps.

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

Prerequisites

• Transaction access is provided to Bank Administrator
• Default Workflow with set of steps applicable for a product is defined in the system

Features supported in application

Workflow configuration allows Bank AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. to:

• View Default / Custom Workflow
• Create Custom Workflow
• Edit Custom Workflow

How to reach here:

Bank Administrator Dashboard > Origination Administrator > Workflow Configuration
OR
System/ Bank Administrator Dashboard > Toggle Menu > Others > Workflow Configuration

• In the Product Class field, click the desired product. The Product Configuration screen with option to select the product appears.
  OR
  Click Back to navigate back to the previous screen.

2. In the Actions column, click View to view the default/ custom workflow definition for the selected product.
   OR
   Click Create Custom Flow to create a new workflow (Link is enabled only if no workflow is created for selected product).
   OR
   Click Back to navigate to the previous screen.

Product Configuration - View Default Workflow

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

To view the product configuration:

• From the Product Name list, select the appropriate product. The Flow Type, Status and Actions column appears.
• In the Action column against the default workflow, click View . The Product Configuration - View screen appears.

• Click Back to navigate to the previous screen.
  OR
  Click Cancel to cancel the transaction and navigate to the ‘Dashboard’.
  

Product Configuration - Create Custom Flow

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

To create the product configuration:

1. In the Product Configuration screen, select the product class from Product Class field.

2. From the Product Name list, select the appropriate product.
3. 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.

4. At any point in time, the user will have an option to view the default workflow.

4. Select the step to be moved.
5. Click and drag the same in the area where it needs to be placed.
6. Click Save to save the transaction.
   OR
   Click Cancel to cancel the transaction and navigate to the 'Dashboard'.
   OR
   Click Back to navigate to previous screen.
   OR
   Click Show Default Flow to view the default workflow for the product.
   
7. The Product Configuration - Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Edit to make the changes if any.
8. The success message appears along with the transaction reference number and status of transaction.
   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:

• From the Product list, select the appropriate product.
• In the Action column against the custom workflow, click View . The Product Configuration - View screen appears.

• Click Edit to edit the workflow configuration. The Product Configuration - Edit screen appears.
  OR
  Click Show Default Flow to view the default workflow for the product.
  OR
  Click Cancel to cancel the transaction and navigate to the ‘Dashboard’.
  OR
  Click Back to navigate to the previous screen.

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 Cancel to cancel the transaction and navigate to the ‘Dashboard’.
   OR
   Click Back to navigate to the previous screen.

4. Select the step to be moved.
5. Click and drag the same in the area where it needs to be placed.
6. Click Save to save the transaction.
   OR
   Click Cancel to cancel the transaction and navigate to the 'Dashboard'.
   OR
   Click Back to navigate to the previous screen.
   OR
   Click Show Default Flow to view the default workflow for the product.
   
7. The Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Edit to make the changes if any.
8. The success message appears along with the transaction reference number and status of transaction.
   Click OK to complete the transaction.

Home