3.1 About Business Process Configuration
The business process configuration defines the stages, respective data segments, checklists, documents required, and advice generation for the stages.
A business process can be defined as a set of activities and tasks that, once completed, will accomplish the distinct servicing processes. The business process must involve clearly defined inputs and a single output.
-
Orchestrate the microservices-based process flow
-
Ensure a seamless transition of servicing process across various stages in that given order.
The Plato/Conductor process will drive the workflow from one stage to another based on the process outcomes at the respective stages and subject to fulfilling the mandatory data capture, confirmation on the mandatory checklist items, and submission of mandatory documents at the respective stages. The stages defined in the business process can be dynamically assigned to different user profiles or roles.
While performing the servicing transactions, the system picks the business process run-time and initiates the workflow based on the configuration. The prerequisites for configuring the business process are enumerated below:
Table 3-1 Prerequisites for Configuration - Field Description
Prerequisites | Description |
---|---|
Lifecycle |
Lifecycle represents the lifecycle of the process for which the business process is created. These are factory-shipped codes and currently support servicing transactions such as customer account transactions, term deposit transactions, and loan account transactions. |
Process Code |
Process code defines the various stages relevant for servicing transactions. Process code configuration allows you to define the business process flow that needs to be mapped for the business product and lifecycle code combination in the business process configuration. A set of default process codes are factory-shipped
for the reference workflow. User can also create process codes
in |
Business Product |
Business product maintenance allows configuring the various business products by the product offerings that the bank deals with. Each business product has a unique business process defined for a specific lifecycle code selected. |
Parent topic: Business Process Configuration