1.5.1.1 Create Document Category

This topic describes the systematic instructions to create document category.

The Create Document Category enables bank user to classify similar types of documents based on product and applicant type.

To create document category

1. On Homescreen, click Menu, and click Retail Origination, and then click Configurations.
2. Under Configurations, click Inbound Documents and click Document Category and then click Create Document Category.

   The Create Document Category screen displays.

   Figure 1-99 Create Document Category

   
   

   
   Description of "Figure 1-99 Create Document Category"

   
   
3. Specify the fields on the Create Document Category screen.

   For more information, refer to the fields description table below.

   Note:

   The fields marked as Required are mandatory.

   Table 1-102 Create Document Category – Field Description

   Field	Description
   Category ID	Specify the category ID to define document category. Note: The maximum length is 16 characters.
   Description	Specify the description of document category ID. Note: The maximum length is 256 characters.
   Entity	Select the source entity from the drop-down list.
   Customer Type	Select the customer type from the drop-down list. The drop-down options are shown based on the source entity selected in the Entity field.
   Add Document	Click this button to add documents in the table.
   Document Name	Select the document from the drop-down list.
   Mandatory	Switch to set the document as mandatory. Switch to set the document as optional.
   Number of Mandatory Documents	Specify the number of mandatory documents.

4. Perform one of the following actions on this screen:
   • Click Cancel to cancel the added records.
   • Click Save to save the added records and close the screen.
   A new category tile is created on the View Document Category screen.