3.4.3 Configuring Customer Documents

Configuring Customer Documents

1. To add the document related policy, click Customer Documents from the left menu and then click + icon. Document Details window is displayed:

   Figure 3-27 Customer Documents

   
   

   
   Description of "Figure 3-27 Customer Documents"

   
   

   Figure 3-28 Documents Details

   
   

   
   Description of "Figure 3-28 Documents Details"

   
   

   For information on fields in the Document Details screen, refer the below table.

   Table 3-5 Document Details

   Fields/Icons	Description
   Document Details	Select Document Details from the drop-down list.
   Is Mandatory?	Enable Is Mandatory? check box.
   Add	Click Add. Document Details are added and displayed in Customer Documents window.
   Edit	To modify the document details, click Edit icon.
   Delete	To delete the document details, click Delete icon.
   View	To view the added document details, click View icon.

2. Default and Validation
   The following fields will get defaulted from Policy Definition to the OBCFPM processes which are linked to policy definition and policy validation.

   • Document Type
   The following fields will get validated against policy definition and the compliance will be reported in Policy Exception.

   • Document Type