17.2.1 Edit Custom Workflow

Using this option, the bank administrator can choose to create a new application workflow if required for the specific product category. User can simply drag and drop the steps to change the sequence.

Administrator can even see and compare the custom workflow with the default workflow set for the selected product category and make the changes accordingly. Further user can choose to delete the specific step if required which is configured as an ‘optional’ step. The custom workflow is automatically activated upon creation.

However, all the steps configured as a product origination workflow will be shown to the end user based on the type of the customer who is initiating an application. E.g. for Guest user, the sequence of the steps defined in the workflow will remain the same, but for an existing customer having valid KYC in place will not be asked to furnish the personal, and employment information and even for providing the documents again if already present in bank’s records.

Sequence configured as a part of custom workflow will have an impact on flows defined for bundled applications.

To view the origination workflows:

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. 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.

   Figure 17-2 Origination Workflow Configuration - Edit Customize Workflow

   
   

   
   Description of "Figure 17-2 Origination Workflow Configuration - Edit Customize Workflow"

   
   

   Table 17-2 Field Description

   Field Name	Description
   Workflow Details
   Default Workflow	Default application workflow defined for the selected product category is displayed on the screen It shows the sequence in which the information will be asked to the end user as a part of product application.
   Custom Workflow	Displays the customized application workflow for the selected product. Drag and drop blocks to customize application workflow. User is allowed only to change the sequence of the steps or to delete the optional steps. However user will not be allowed to change the sequence of few steps which are placed logically e.g. Review, Confirmation etc.
   Activate	An activate button is present at the bottom of both the default and custom workflows. User can select to activate one of the workflows.
   Reset	A reset button is provided below the custom workflow. This button resets all the changes to the custom workflow including re-ordering and deletion of steps and makes the custom workflow similar to the default workflow.

3. Click the cards marked with icon and drop to the area where it needs to be placed in workflow.

   Note:

   You can icon to remove the step from the application flow if not required.
4. Click Submit to save the transaction.
   OR

   Click Back to navigate to the previous screen.

5. The Review screen appears. Verify the details, and click Confirm.
   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to the previous screen.

6. The success message of workflow creation appears. The workflow needs to be activated using Activate button at the bottom of the workflows.
   Click OK to complete the transaction.