1.5.2 Document Policy

This topic describes the information about document policy configuration.

Documents Policy defines the rules for which documents are required, optional, or restricted for each product, and applicant type. It ensures that document collection complies with the bank's policy and business standards by controlling which documents are optional and which are mandatory, and how they are validated. By using a documents policy, banks can standardize document handling, and ensure that only the necessary and approved documents are requested and processed at each step of the origination process.

This topic contains the following sub-topics:

• Create Document Policy
  This topic describes the systematic instructions to create document policy.
• View Document Policy
  This topic describes the systematic instructions to view the created document policy information.