1. Configurations User Guide
  2. Configurations
  3. Business Process Configuration
  4. Create Business Process

Create Business Process

This topic describes the systematic instructions to create business process.

The Create Business Process aids in configuring the workflow for product origination. As mentioned earlier, this process will allow to define the data segments, checklists, documents and advices for the stages defined in the process code selected for the lifecycle code and business product combination.
Specify User ID and Password, and login to Home screen.
  1. From Home screen, click Retail Banking. Under Retail Banking, click Configuration.
  2. Under Configuration, click Business Process.
  3. Under Business Process, click Create Business Process.

    The Create Business Process screen displays.

    Figure 1-14 Create Business Process


    Description of Figure 1-14 follows
    Description of "Figure 1-14 Create Business Process"

  4. Specify the fields on Create Business Process screen.

    Note:

    The fields, which mentioned as Required, are mandatory.

    This topic contains the following subtopics:

    Table 1-14 Create Business Process – Field Description

    Field Description
    Business Process Code

    Specify an alphanumeric business process code.

    Maximum Length allowed is 16.
    Business Process Description

    Specify the description of the business process code.

    Maximum Length allowed is 60.
    Lifecycle Search and select the lifecycle code.
    Lifecycle Description Displays the description of the lifecycle selected.
    Product Category

    Select the product category.

    Available options are

    • Individual
    • Small and Medium Business
    If Product Type is selected as Loan Account or Credit Card, the system defaults as Individual in read-only mode.
    Process Code Search and select the process code of the business process flow that needs to be mapped for the lifecycle code and business process code combination.
    Process Description Displays the description of the selected process code.
    Business Product Code Specify the business product code for which the business process is being created. Alternatively, system allows to select ‘All’, in which case the business process will be applicable to all the business products that are associated with the Lifecycle and Process Code.
    Business Product Name Displays the business product name based on the product code selected.

    Note:

    System will allow you to configure only one business process for a combination of Lifecycle and Business Product Code.
  5. Search and select the Process Code.

    The Create Business Process screen with stages displays.

    Figure 1-15 Create Business Process screen with stages


    Description of Figure 1-15 follows
    Description of "Figure 1-15 Create Business Process screen with stages "

  6. Click Save to save the data captured.
  7. Click Cancel to close the business process screen.
    The Create Business Process configuration allows to configure the below elements for each of the stages of the Product Origination workflow:
  • Data Segment
    This topic describes the systematic instructions of data segment.
  • Document
    This topic describes the systematic instructions of documents submitted by customer for the product origination process.
  • Checklist
    This topic describes about the list of mandatory checkpoints by the bank to its users to adhere to during the Product Origination processes.
  • Advices
    This topic describes the systematic instructions of advices action taken by the bank.

Parent topic: Business Process Configuration