2.5 Files - Delete facility

Overview

• Users can delete files before they are mapped to an application or account.
• Users can delete files that have already been uploaded and mapped to an application or account.

Business Process Workflow, Activity & Overall Task Flow Setup Changes

Application/ Account Document Screen - Documents are yet to posted to application/account.

Application → Document → Document Tab

Servicing → Customer Service → Document Tracking

• These screen displays the the list of documents yet to be uploaded to server.
• New button DELETE document is provided.
• User can select the file and choose to delete.
  • Once Delete button is pressed, system will show the prompt for confirmation.
  • On selection of YES, system will delete the file from the server.
  • On selection of No, system will return back to the screen with no action.

Figure 2-8 Delete Option in Application Document Maintenance

Description of "Figure 2-8 Delete Option in Application Document Maintenance"

Application/ Account Document Screens with in Application & Account Screens): - Documents posted to application/account

• This screen displays the the list of documents uploaded to server.
• New button DELETE document is provided.
• User can select the file and choose to delete.
  • Once Delete button is pressed, system will show the prompt for confirmation.
  • On selection of YES, system will delete the file from the server.
  • On selection of No, system will return back to the screen with no action.
• For Applications (Origination Stage) → Status with NEW and FUNDED are not allowed to DELETE the files (Button should not be available to trying out DELETE).
• For Accounts (Servicing Stage) → Status with TRADED, VOID, CLOSED are not allowed to DELETE the files (Button should not be available to trying out DELETE).
  • In Servicing stage, there is a facility to VIEW origination documents. It does not allows user to DELETE origination (Applications) files using servicing screen.