Workflow Activity Setup

This screen is used to add the list of workflow activity setups for the credit application. There can be different activities for a bank like creation of credit application, amendments, renewing a credit application etc. Each activities could have its own status like initiate, in-progress, complete etc. Such configuration of activity and its status are configured here.

View

After selecting workflow activity setup from the Workflow module, the User lands on the screen where the user can view the already existing workflow activity with the add package status button.

User can view the below details of already added workflow activities.

• Request Type Key
• Request Type
• Activity Type
• Request Status
• Action (Edit, Delete)

Add

The user can click on the add package status button enter the details for the below fields and click on the save button. Once the details are saved, they appear on the view page. If the user wants to cancel adding a package status in between, the user can click on cancel. The user views a pop-up saying “Are you sure you want to cancel. All unsaved data gets discarded” with a yes/no option.

Screen name	Field names	Description	Mandatory/Non mandatory	Field type
Workflow Activity Setup	Request Type Key	key is auto generated by system. This key is used to link this record to another record in other admin screens.	Mandatory	Alphanumeric
	Activity Type	The dropdown values are Package/transaction Package refers to all BCAs. If the activity is configured for a BCA, Then package has to be selected. Transaction refers to all post approval activities. If the activity is configured for a post approval activity, Then transaction has to be selected.	Mandatory	Dropdown
	Request Type	Name of the request type	Mandatory	Alphanumeric
	Request Status	Status of the request	Mandatory	Alphanumeric
	Is Starter	It denotes that a particular activity is the starter of the credit application Only one Activity can be as Is starter “Yes”	Mandatory	Dropdown
	Is Main Activity	If this is marked yes, then it shows in the select activity button in business information to initiate an activity. If it is marked as no, then user will not be able to initiate this activity anywhere.	Mandatory	Dropdown
	Starter Form ID	It lists all the forms of the credit application. It is used to mention in which form the user lands when the activity is triggered for that credit application. For all activities, in the workflow activity setup screen, the Starter form ID should be configured as Recommendation / Approval	Mandatory	Dropdown
	Is Clone Allowed	It is used to mention if the data from previous application can be cloned by the user or not. If this is marked as no, then when the activity is initiated, then the data from previous application will not be cloned.	Mandatory	Dropdown
	status	Status is to mention if this is active or inactive. If this is marked as inactive, then it will not appear in the respective screens.	Mandatory	Dropdown

Edit

The user can edit the details of the already added workflow activity by clicking on the edit icon under the actions tab on the view page. It lands in the same add workflow activity page with prefilled details. Users can choose to make the changes and click on save.

Delete

If the user wants to delete any workflow activity, then the user can click on the delete icon under the actions tab. User views a pop up for confirmation “Are you sure you want to delete the workflow activity” User can click on yes or no.

Prerequisites Configuration

Screens to Configure (as Pre-requisite)	Screen name	Reflection in the user panel	Reflection in the admin panel
No prerequisite screen to be created.	Workflow activity	Used only in admin panel	This screen acts as prerequisite screen for the below screens. Credit policy management - Authority reassignment Credit policy management - Application reassignment Workflow management - Workflow engine