4.2 View Business Process

This topic describes the systematic instructions to view the list of available business processes.

1. Click Account Configurations. Under Account Configurations, click Corporate / Nostro Business Process.
2. Under Corporate / Nostro Business Process, click View.
   The View page displays the configured Business Processes.

   Figure 4-7 View Business Processes

   
   

   
   Description of "Figure 4-7 View Business Processes"

   
   

   Tip:

   Click or to switch between the Tile view and the List view.

   Table 4-7 Business Process Tile - Field Description

   Field	Description
   Business Process Code	Displays the business process code.
   Description	Displays the description for the business process code.
   Lifecycle	Displays the life-cycle code.
   Authorization	Displays the authorization status of the record. Authorized Rejected Unauthorized
   Status	Displays the status of the record. Open Closed

   The following table describes the action items in the More Options () menu and the action items on the page.

   Table 4-8 Action Items Description

   Action Item	Description
   Unlock	Unlock a record and make amendments.
   Close	Close a record to prevent it from being unlocked and amended.
   View	View the details of a record.
   Delete	Delete a record. Note: Once deleted, the component can no longer be used to define an entity. But entities already defined using the component can continue to use it.
   Reopen	Reopen a closed record.
   Authorize	Authorize a record to make it active and available to define entities. Note: Creator of a record cannot authorize the component. Another user with authorize permissions can.
   Audit	Select to view the Maker, Checker, Status, and Modification Number of a record.
   Errors and Overrides	Select to view all existing errors or warnings on the page.

   Note:

   The actions you can perform depend on your role and the record status.
3. View the details of a Business Process.
   1. Click and select View.
      The Business Process Maintenance page displays the business process details in different tiles.

      Figure 4-8 View details of a Business Process

      
      

      
      Description of "Figure 4-8 View details of a Business Process"

      
      
   2. Click Account Category or Branches tab in the Basic Details tile.
      The associated Account Categories or Branches are listed in the Basic Details tile.
   3. Click on the Stage Configuration tile.
      The Stage Configuration details display the Manual Stages and System tasks configured in the Business Process.

      Figure 4-9 Stage Configuration details of a Business Process

      
      

      
      Description of "Figure 4-9 Stage Configuration details of a Business Process"

      
      

      Note:

      All the stages defined in the business process are displayed. And different business process can have different stages.
   4. Click on the Data Segments tile.
      The Data Segments screen displays the data segments added to each Application Phase of the business process.

      Figure 4-10 View the Data Segments of a Business Process

      
      

      
      Description of "Figure 4-10 View the Data Segments of a Business Process"

      
      
   5. Click on an Application Phase tab to view the Data Segments valid for each Application Phase.

      Note:

      For the business process in the image the following phases are defined: Entry, Approval, and Handoff Retry.
   6. Click on the Documents, Advices, and Checklist tiles to view the corresponding details.

      Tip:

      Click an Application Phase tab at the top to view the corresponding details.
4. Unlock and update a Business Process.
   1. Click and select Unlock.
      The Business Process Maintenance page displays the Basic Details screen.

      Figure 4-11 Unlock Business Process - Basic Details

      
      

      
      Description of "Figure 4-11 Unlock Business Process - Basic Details"

      
      

      Note:

      Fields that are grayed out cannot be edited.

      Note:

      For more information about fields in the Business Process screens, see Create Business Process.
   2. Update the required fields and click Next.
      The Stage Configuration screen displays.

      Figure 4-12 Unlock Business Process - Stage Configuration

      
      

      
      Description of "Figure 4-12 Unlock Business Process - Stage Configuration"

      
      
   3. Update the required fields and click Next.
      The Business Process Maintenance page displays the Data Segments screen.

      Figure 4-13 Unlock Business Process - Data Segments

      
      

      
      Description of "Figure 4-13 Unlock Business Process - Data Segments"

      
      

      1. To view, edit, or delete a Data Segment tile, click and select View, Edit, or Delete. For example, view the Account Address data segment tile to display the following:

         Figure 4-14 Account Address - Data Segment

         
         

         
         Description of "Figure 4-14 Account Address - Data Segment"

         
         
      2. To add a Data Segment to a stage, click + on the required Application Phase stage tab.
         The add Data Segments dialog displays.

         Figure 4-15 Add a Data Segment to a Stage

         
         

         
         Description of "Figure 4-15 Add a Data Segment to a Stage"

         
         
      3. Select the required Data Segments.
      4. Configure the Settings, Account Category, and Branch Codes for each data segment.

         Table 4-9 Configuration Fields Description

         Fields Name	Description
         Settings	Click the field and select the required Role from the drop-down list.
         Account Category	Specify the Account Categories to which the linked advice applies.
         Branches	Specify the Branches to which the linked advice applies.

      5. Click Add.
   4. Click Next.
      The Business Process Maintenance page displays the Documents screen.

      Figure 4-16 Unlock Business Process - Documents

      
      

      
      Description of "Figure 4-16 Unlock Business Process - Documents"

      
      

      You can link documents required at each stage of the business process.

      1. To view, edit, or delete a Linked Document tile, click and select View, Edit, or Delete.
      2. To link document to a stage, click + on the required Application Phase stage tab.
         The Link Documents dialog displays.

         Figure 4-17 Unlock Business Process - Link Documents

         
         

         
         Description of "Figure 4-17 Unlock Business Process - Link Documents"

         
         
      3. Select the required document.
      4. Configure the Settings, Account Category, and Branch Codes for each selected document.
      5. Click Add.
   5. Click Next.
      The Business Process Maintenance page displays the Advices screen.

      Figure 4-18 Unlock

      
      

      
      Description of "Figure 4-18 Unlock"

      
      

      1. To view, edit, or delete an Advices tile, click and select View, Edit, or Delete.
      2. To link Advices to a stage, click + on the required Application Phase stage tab.
         The Link Advices dialog displays.

         Figure 4-19 Unlock Business Process - Link Advices

         
         

         
         Description of "Figure 4-19 Unlock Business Process - Link Advices"

         
         
      3. Select the required Advices.
      4. Configure the Settings, Account Category, and Branch Codes for each selected advice.
   6. Click Next.
      The Business Process Maintenance page displays the Checklist screen.

      Figure 4-20 Unlock Business Process - Checklists

      
      

      
      Description of "Figure 4-20 Unlock Business Process - Checklists"

      
      

      1. To view, edit, or delete a Checklist tile, click and select View, Edit, or Delete.
      2. To link Checklists to a stage, click + on the required Application Phase stage tab.
         The Add Checklists dialog displays.

         Figure 4-21 Add Checklists

         
         

         
         Description of "Figure 4-21 Add Checklists"

         
         
      3. Select the required Checklists.
      4. Configure the Settings, Account Category, and Branch Codes for each selected Checklist.
5. Approve or Reject an unauthorized Business Process.
   1. From the Search Filter, search for the required record that is in an Unauthorized and Open state.
   2. Click and select Authorize.
      The View page displays.

      Figure 4-22 Approve the Record

      
      

      
      Description of "Figure 4-22 Approve the Record"

      
      

      Table 4-10 Authorize View

      Field Name	Description
      Mod Number<N>	Indicates the number of times the record was modified. Where N represents the number of modifications. Note: For a newly created record the modification number is 1.
      Done By	Name of the user who performed the latest modification.
      Done On	Date on which the record was modified.
      Record Status	The status of the record. Note: To authorize a record, its status should be Open.
      Once Auth	Specifies if the record was authorized at least once. Note: For a newly created record, the value is No.
      Compare (Button)	Click to compare the modified record with the previous version of the record.
      View (Button)	Click to display the record details.

   3. Click the check box besides Mod Number<N> to select the modified record.
   4. Click Approve or Reject.
      The Confirm dialog displays.
   5. Enter any remarks and click Confirm.
      A toast message confirms the successful approval or rejection of the record.