2.2.1 Document Linkage

This topic provides the systematic instructions to initiate the document linkage.

The user can link an existing uploaded document in any of the process stages.

In OBTFPM, system should display Document Ids available in the DMS system. In DMS system, the documents can be Uploaded and stored for future access. Every document stored in DMS will have a unique document id along with other Metadata. The uploaded Document image in the DMS should be available/queried in the Process flow stage screens to link with the task by using the Document ID.

System displays the Documents ids which is not linked with any of the task. Mid office should allow either upload the document or link the document during task processing. The Mid office should allow to Link the same Document in multiple tasks.

Specify User ID and Password, and navigate to Registration screen.
  1. On the header of Registration screen, click, Documents.
    The Document pop-up screen appears.Document
  2. Click the , click Add Additional Documents button/ link.
    The Document screen appears.
    Field Description
    Document Type Select the document type from list.

    Indicates the document type from metadata.
    Document Code Select the document Code from list.

    Indicates the document Code from metadata.
    Document Title Specify the document title.
    Document Description Specify the document description.
    Remarks Specify the remarks.
    Document Expiry Date Select the document expiry date.
    Link Document The link to link the existing uploaded documents from DMS to the workflow task.
  3. Select the document to be uploaded or linked and click the Link Document link.
    The link Document pop up appears.

    The value selected in Document Type and Document Code of Document screen are defaulted in the Link Document Search screen.

    Link Document Search
  4. Click Fetch to retrieve the details from DMS.
    System displays all the documents available for the given Document Type and Document Code for the customer.
    Field Description
    Customer ID This field displays the transaction Customer ID.
    Document ID Specify the document ID.
    Document Type Select the document type from list.
    Document Code Select the document Code from list.
    Search Result
    Document ID This field displays the document ID from metadata.
    Customer ID This field displays the transaction customer ID.
    Document Type This field displays the document type from metadata.
    Document Code This field displays the document code from metadata.
    Link Document The link to link the existing uploaded documents from DMS to the workflow task.
  5. Click Link to link the particular document required for the current transaction.Linked Documents
    Post linking the document, the user can View, Edit and Download the document.
  6. Click Edit icon to edit the documents.
    The Edit Document screen is displayed.Edit Document

Parent topic: Registration