17.2 Bundled Product Application - View & Modify

Using this option, the Bank Administrator 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.

Based on the product category sequence, the workflows defined for each single/individual product application are considered to auto-generate the workflow for a bundled application. When the bundled application is initiated by the end-user, common sections across the different products will appear only once to the end-user. However, the steps that are unique to each product application will be sequenced based on the priority set as a part of bundled application workflow maintenance for the products selected by the customer in the bundle.

Example: Assume, the following is the workflow defined at each product category (defined using Single Product Application – custom flow) and the priority set against each product category (Defined using Bundled application – custom flow).

Assume, the following is the workflow defined at each product category (defined using Single Product Application – custom flow) and the priority set against each product category (Defined using Bundled application – custom flow).

Table 17-2 Priority set in bundled application workflow

Checking Account (Priority set in bundled application workflow - 1)	Personal Loan (Priority set in bundled application workflow - 2)	Auto Loan (Priority set in bundled application workflow - 3)
-	Upload Documents	Upload Documents
Personal Information	Financial Profile	Home Loan Requirements
Account Specifications	Personal Loan Requirements	Personal Information
Review	Personal Information	Financial Profile
Terms of Service	Employment Information	Employment Information
Confirmation	Review	Review
-	Terms of Service	Terms of Service
-	Confirmation	Confirmation

Now assume that the guest user/prospect applicant is applying for a bundled application consisting of one product from all the above three product categories, on the digital platform. In this scenario, the sequence of steps in the bundled application form will be as follows:

1. Personal Information
2. Account Specifications
3. Financial Profile
4. Personal Loan Requirements
5. Employment Information
6. Home Loan Requirements
7. Review
8. Terms of Service
9. Confirmation

• Bundled Product Application – View & Modify
  This topic describes the options provided to the bank administrator to maintain the prioritization of single/individual product categories within a bundled application workflow.