Removing Documents from the Origination App

This topic explains the steps to be followed in Red Hat PAM Business Central for removing specific documents from the documents screen of the Origination application.

• Removing a document type from the Origination application.
• Removing a document category from the Origination application.
• Making documents optional in the Origination application.
• Impact of removing documents or making documents optional in the Assist application.

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Removing a Document Type from Origination App

Follow these steps to remove a specific document type (for example - payslip) from the documents screen in the Origination application:

1. Log on to Red Hat PAM Business Central.
   
2. On the Projects tab, open the Origination project.
   
3. Open the DocumentChecklist DMN.
   
4. Click Edit on ChecklistModel function.
   
5. Select the row for the criteria to remove the documents from the list. For example, If the user wants to remove the payslip, it will be there in employment status related documents for retail lending products.
   
   The following criteria matches:
   

   get value(?,"entityDefinitionCode") = "onboarding" and (some x in ["OVERDRAFT.ACCOUNT", "PERSONAL.LOAN", "INFINITY.ADAMANTIUM.CARD", "INFINITY.VIBRANIUM.CARD", "INFINITY.BESKAR.CARD","MORTGAGE.FACILITY", "REMORTGAGE", "FIRST.TIME.BUYER", "MORTGAGE.OFFER"] satisfies list contains (get value(?,"loadProductId") , x)) and (some x in ["Casual Employee", "Full-Time Employee", "Part-Time Employee", "Contract Employee"] satisfies contains (get value(?,"EmploymentStatus"),x))

   
   
6. On the next column remove the JSON of the document that has to be removed. To remove the payslip, remove the JSON as shown in the image above.
   
7. Save the DocumentChecklist DMN.
   
8. Deploy the project for the changes to reflect.
   

Removing a Document Category from Origination App

Follow these steps to remove a specific document category (for example - proof of income) from the documents screen in the Origination application:

1. Log on to Red Hat PAM Business Central.
   
2. On the Projects tab, open the Origination project.
   
3. Open the DocumentChecklist DMN.
   
4. Click Edit on ChecklistModel function.
   
5. Select the row for the criteria (document category) to remove from the list. For example, proof of income is present in two rows in the DMN.
   
6. On the next column remove the JSON array of the document category that has to be removed
   
7. To remove the proof of income, remove the JSON arrays as shown in the images above.
   
8. Save the DocumentChecklist DMN.
   
9. Deploy the project for the changes to reflect.
   

Making Documents Optional in Origination App

Follow these steps to make a specific document type optional (for example - passport) from the documents screen in the Origination application:

1. Log on to Red Hat PAM Business Central.
   
2. On the Projects tab, open the Origination project.
   
3. Open the DocumentChecklist DMN.
   
4. Click Edit on ChecklistModel function.
   
5. Select the document row from the list to make it optional. Note that there can be multiple rows for the same document. In that case, it has to be changed in all the rows. For example, If the user wants to make the passport optional, change the attribute value to “optional”.
   
   
6. Save the DocumentChecklist DMN.
   
7. Deploy the project for the changes to reflect.
   

Impact of Removing Documents or Making Documents Optional in Assist App

A few tasks in the Assist app validate the documents uploaded from the Origination app. While removing the documents from the DMN in the Origination app, a manual task is created if the checks are removed for specific documents corresponding to the Assist app. Therefore, the bank user must manually add those documents in the Assist app and complete the task.

The following documents are validated in the Assist app:

• For retail lending and mortgage products
  • Review KYC Prospect task is created if there are no documents or either proof of address individual or proof of individual is not present.
  • Review Loan Documents tasks Proof of Income related documents are not uploaded.

• For SME lending products
  • SME Customer review task is created if there are no documents or either proof of address individual, proof of address business, proof of business, or proof of individual is in pending status.
  • Review Loan Documents task will Either Proof of Income or financial statements related documents are not there.