This topic describes the systematic instructions to create business process.

1. From Home screen, click Retail Banking and click Configuration.
2. Under Configuration, click Business Process and click Create Business Process.

   The Create Business Process screen displays.

   Figure 1-14 Create Business Process

   
   

   
   Description of "Figure 1-14 Create Business Process"

   
   
3. Specify the fields on Create Business Process screen.

   Note:

   The fields, which mentioned as Required, are mandatory.

   For more information, refer to the fields description table below.

   Table 1-15 Create Business Process – Field Description

   Field	Description
   Business Process Code	Specify an alphanumeric business process code. Maximum Length of this field is 16.
   Business Process Description	Specify the description of the business process code. Maximum Length of this field 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 , 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, 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.
   Factory Shipped	Select the factory shipped The available options are: Yes No
   Process Full View	Click this button to view all stages and data segments associated with the selected process code.

   Note:

   System allows user to configure only one business process for a combination of Lifecycle and Business Product Code.
4. Search and select the Process Code.

   The Create Business Process screen displays with stages.

   Figure 1-15 Create Business Process with stages

   
   

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

   
   
5. Click Save to save the data.
6. Click Cancel to close the business process screen.
   The 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 to submit the documents 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.