1.5 Tasks

This topic describes the information about the tasks and its framework.

Each stage in Oracle Banking Origination is represented by a functional activity code (List of Glossary). The access to the Stages or stages is cascaded to the users either through the roles or by providing the access for the stage at their user ID level. Stages represents Tasks that the specified user is supposed to work on.

The Task Framework supports the various functions as follows:

• Completed Task
• Free Task
• Hold Task
• My Task
• Search
• Supervisor Task

Once the Application Initiation Process is submitted, the various stages defined in the reference workflow of the individual product is accessed through the Task screens. As mentioned earlier, all the child Process Reference Numbers are linked to the Parent Application Reference Number and can be queried by the Application Reference Number itself.

Free Tasks menu displays the tasks which are not acquired by any user and for which the current user is entitled to access. The below mentioned figure shows the Multi-Product Application Originated with Savings and Home Loan Product with the same Application Number. The user with entitlement for the process can click Acquire and Edit action to work on that stage.

For more details on the Origination Process of the specific product, refer to the below user manuals:

• Savings Account Origination User Guide
• Current Account Origination User Guide
• Term Deposit Origination User Guide
• Retail Loans Origination User Guide
• Credit Card Origination User Guide

Note:

For more details on the Task framework, refer to the Tasks User Guide.

Note:

For more details on providing access for the stages to User ID or Roles, refer to the Oracle Banking Security Management System User Guide.