17.3.2 Edit Custom Workflow

Using this option, bank administrator can edit the custom workflow for bundle application. The workflow will be automatically activated upon creation.

To edit the bundle application workflow:

1. Navigate to the above paths.
   The Origination Workflow Configuration screen appears.
2. The custom workflow is visible on the main screen adjacent to the default workflow.
3. There will be an option to rearrange the steps in the order as required. User can compare the custom workflow with the default workflow as they are present side by side.
4. Click the cards marked with icon and drop to the area where it needs to be placed in workflow.

   Figure 17-5 Bundle Application Workflow

   
   

   
   Description of "Figure 17-5 Bundle Application Workflow"

   
   
5. Click on the View Updated Workflow link to select the product categories and application stages flow in bundle application.
   The Proposed Application Flow overlay screen appears.

   Figure 17-6 Proposed Application Flow

   
   

   
   Description of "Figure 17-6 Proposed Application Flow "

   
   

   Table 17-6 Field Description

   Field Name	Description
   Select Product Categories to see Application Flow	Displays the product categories offered by the bank in card form. Select the product categories for the bundle application.
   Application Flow	Displays the default and custom application flow for the bundle application. Bank administrator can select any 2 or more product categories (maximum allowed in the bundle is 3 products) to view the default application workflow if those products which are selected in a bundle.

   1. In the Select Product Categories to see Application Flow field, select the checkbox against the product category card which you wish to add in Bundle application, and whose application workflow to configured.
   2. Click OK to add the product categories to bundle application.
6. Click Submit to save the transaction.
   OR

   Click Back to navigate to the previous screen.

7. The success message of workflow creation appears along with the transaction reference number and status of transaction.