1.5.2.1 Create Document Policy

This topic describes the systematic instructions to create document policy.

The Create Document policy enables users to configure triggers to use the desired document category as per workflow and stages in the journey and also assign an expiry date to the policy.

To create document policy

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

   The Create Document Policy screen displays.

   Figure 1-102 Create Document Policy

   
   

   
   Description of "Figure 1-102 Create Document Policy"

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

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

   Note:

   The fields marked as Required are mandatory.

   Table 1-106 Create Document Policy – Field Description

   Field	Description
   Document Policy ID	Specify the policy ID to define document policy. Note: The maximum length is 16 characters.
   Policy Description	Specify the description of document policy ID. Note: The maximum length is 256 characters.
   Document Entity	Select the document entity from the drop-down list.
   Effective Date	Select the effective date from the calendar.

4. Click Add Event to add event details.
   The Bureau Details screen displays.

   Figure 1-103 Bureau Details

   
   

   
   Description of "Figure 1-103 Bureau Details"

   
   
5. Specify the fields on the Bureau Details screen.

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

   Note:

   The fields marked as Required are mandatory.

   Table 1-107 Bureau Details – Field Description

   Field	Description
   Event	Select the event from the drop-down list. The drop-down options are shown based on the product configuration.
   Workflow Name	Select the workflow name from the drop-down list. The drop-down options are shown based on the event selected.
   Stage	Select the stage from the drop-down list. The drop-down options are shown based on the workflow selected.
   Customer Type	Select the customer type from the drop-down list. The drop-down options are shown based on the entity selected.
   Party Role	Select the party role from the option list. The available options are: Primary Joint Guarantor Custodian Guardian Cosigner
   Linkage Type	Select one of the following linkage types. The available options are: Rule Category
   Rule Name	Select the rule name from the drop-down list. The drop-down options are shown based on rules maintained on the Rule Maintenance screen. This field appears if the linkage type is selected as Rule.
   Category Name	Select the category name from the drop-down list. The drop-down options are shown based on categories maintained for the selected customer type. This field appears if the linkage type is selected as Category.

6. After captured the required details, perform one of the following actions on the Bureau Details screen:
   • Click Cancel to cancel the added records.
   • Click Save to save the added records.
   The captured details are added in the event table on the Create Document Policy screen.

   Figure 1-104 Create Document Policy with Event Details

   
   

   
   Description of "Figure 1-104 Create Document Policy with Event Details"

   
   
7. On the event table, perform the following actions:
   • Click on the Rule Name link to view the rule expression and its output.
   • Click on the Document Category link to view document category details on the Category Description screen.
8. 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 policy tile is created on the View Document Policy screen.