17.4 FAQ

  1. Do I have to activate the custom flow once created?

    Once the custom workflow is reset and edited, it becomes activated automatically.

  2. Is it mandatory to create a custom workflow?

    No. In case a customer workflow has not been created, the default workflow for that product category or bundled application will be in use.

  3. What will be the expected system behaviour if an optional step is enabled in a product category application workflow?

    If a step that is configured as optional, is enabled for a product category application workflow, it will appear in the sequence defined but will be optional i.e. the applicant will be able to skip the step without filling information in that step.

  4. What will happen to the applications which are in draft status with the old origination workflow?

    The application will be processed as per the new workflow defined by the banker. The information which is already filled by the customer will be pre-populated. In addition, user will be asked to provide the information if any as per the newly configured workflow.

  5. How many custom flows can I create per product category?

    Banker would be allowed to create only one custom flow. Modifications can be made in the custom flow at the later stage as per the bank’s requirement.

  6. Can I configure the workflows at the product level available under each product category?

    No, as of now banker will be allowed to configure the workflows at product category level.

Parent topic: Origination Workflow Configuration