1.5.2.2 View Document Policy

This topic describes the systematic instructions to view the created document policy information.

Oracle Banking Origination supports to view the document policy created. The View Document Policy allows the user to view all of the authorized, un-authorized and closed document policy. Authorize option is also available for supervisor users for approving unauthorized document policy.

1. On the Homescreen, click Menu, and click Retail Origination, and then click Configurations.
2. Under Configurations, click Inbound Documents and click Document Policy and then click View Document Policy.
   The View Document Policy screen displays.

   Figure 1-105 View Document Policy

   
   

   
   Description of "Figure 1-105 View Document Policy"

   
   

   For more information on fields, refer to the field description table.

   Table 1-108 View Document Policy - Field Description

   Field	Description
   Policy ID	Displays the policy ID.
   Entity	Displays the source entity associated with policy ID.
   Description	Displays the description of the policy ID.
   Authorization Status	Displays the authorization status of the record. The options are: Authorized Rejected Unauthorized
   Record Status	Displays the status of the record. The options are: Open Closed
   Modification Number	Displays the number of modification performed on the record.

3. Click on the Document Policy tile to perform the following actions on the added record.
   For more information on fields, refer to the field description table below.

   Table 1-109 View Document Policy – Option Description

   Field	Description
   View	Click View to view the authorized or unauthorized document policy.
   Unlock	Click Unlock to edit the document policy information. System will not allow to edit the Policy ID field.
   Copy	Click Copy to copy the authorized or unauthorized document policy to quickly create new document policy.
   Authorize	User with supervisor access will be able to authorize the unauthorized document policy. Once approved, the document policy status changes to Authorized.
   Delete	Click Delete to delete the unauthorized document policy and no more required.
   Close	Click Close to deactivate a document policy. User can close only authorized document policy.

4. On View Document Policy screen, click .
   The View Document Policy - Search Filter screen displays.

   Figure 1-106 View Document Policy - Search Filter

   
   

   
   Description of "Figure 1-106 View Document Policy - Search Filter"

   
   

   For more information on fields, refer to the field description table.

   Table 1-110 View Document Policy - Search Filter

   Field	Description
   Policy ID	Specify the Policy ID to search.
   Entity	Specify the source entity.
   Authorization Status	Select the authorization status from the drop-down list. The available options are: Authorized Unauthorized Rejected
   Record Status	Select the record status from the drop-down list. The available options are: Open Close
   Maker ID	Specify the maker ID.
   Checker ID	Specify the checker ID.

5. Click to create a new document policy on the Create Document Policy screen.
6. Click to refresh the screen.
7. Click to close the screen.