17.3 Bundle Application
Using this option Bank Administrator can create and maintain the priority to be assigned to each product category that can be part of a bundled application. This will dictate the sequence of steps within the bundled application form.
Based on the product category sequence, the workflows defined at the ‘Single product application’ are considered for auto-generating the workflow for a bundled application. When the bundled application is initiated by the end-user, common steps across the different products, will be asked only once to the end-user. However, uncommon steps will be sequenced based on the priority set as a part of bundled application only for the products selected by the customer in the bundle. Example:
Assume, the following is the workflow defined at each product category (defined using Single Product Application – custom flow) and the priority set against each product category (Defined using Bundled application – custom flow)
Table 17-3 Priority set in bundled application workflow
| Checking Account (Priority set in bundled application workflow - 1) | Personal Loan (Priority set in bundled application workflow - 2) | Auto Loan (Priority set in bundled application workflow - 3) |
|---|---|---|
| Upload Documents | Upload Documents | Upload Documents |
| Personal Information | Financial Profile | Home Loan Requirements |
| Account Preferences | Personal Loan Requirements | Personal Information |
| Review | Personal Information | Financial Profile |
| Terms of Service | Employment Information | Employment Information |
| Confirmation | Review | Review |
| Terms of Service | Terms of Service | |
| Confirmation | Confirmation |
from all the above three product categories from the digital platform. In this scenario, the sequence in which the information asked as a part of the application will be as follows:
- Upload Documents
- Personal Information
- Account Preferences
- Financial Profile
- Personal Loan Requirements
- Employment Information
- Home Loan Requirements
- Review
- Terms of Service
- Confirmation