17 Origination Workflow 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 as well as for the bundle application.
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.
You 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.
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 each product category is defined in the system
Features supported in application
Workflow configuration allows Bank Administrator to:
- Single Product Application
- View Default Workflow
- View Custom Workflow
- Edit Custom Workflow
- Bundle Application
- View Default Workflow
- View Custom Workflow
- Edit Custom Workflow
Note:
This functionality is available for Retail as well as Small and medium Business Origination workflows.
For retail originations, joint account applications workflow configuration is allowed for supported products.
Navigation Path:
From System/ Bank Administrator Dashboard, click Toggle Menu, then click Menu and then click Others, Under Others , click Origination Workflow Configuration.