1. Line Origination Setup Guide
  2. Administration User
  3. Queues
  4. Origination Tab

3.7.1 Origination Tab

The Origination screen on the Queue Setup form allows you to set up queues that direct applications to users during the line of credit origination cycle. Origination queues are based on an application’s status and sub status. Whenever an application changes its status/sub status, the system moves the application to a queue based on the information on this screen.

You can define the line of credit origination queues and the corresponding selection criteria based on:
  • Application status
  • Application sub status
  • Product type
  • Funding type
  • Product
  • Underwriter
  • State
  • Channel
  • Producer type
  • Producer

With line of credit origination queues set up, the applications in your work queue automatically appear on the Results screen when you open the Underwriting or Funding screen. The queue to which you are assigned appears in the Queue Name field. You would then begin processing the applications in the order of which they are listed, double-clicking the application at the top of the list to load it.

On the Setup > Setup > Queues screen, you can determine the direction of the applications to users who process then. Whenever there is a change in the status or sub status of the application, the system places the application in a appropriate queue based on the information available in this screen.

Applications are further filtered based on the following criteria:
  • Selection Criteria
  • Sort Order
  • Responsibilities and Users
  • Data Node Assignments
  • Group Assignment

To setup Origination Queues

You can either define new Queue Definition details or specify a new name in the New Queue field and click Create Copy to create a copy of selected queue definition with header and child tab details (except Group Assignment tab).
  1. On the Oracle Financial Services Lending and Leasing home screen, click Setup > Setup > Queues > Origination.
  2. In the Origination Definition section, perform any of the Basic Operations mentioned in Navigation chapter.

    Figure 3-37 Origination Definition


    Description of Figure 3-37 follows
    Description of "Figure 3-37 Origination Definition"

    A brief description of the fields is given below:

    Table 3-49 Origination Definition

    Field Do this
    Queue Name Specify queue name.
    Queue Description

    Specify queue description.

    Note: The system uses this entry when referring to the queue on other forms.

    Override Responsibility

    Select an override responsibility code from the drop-down list.

    The system uses this data to determine the User who holds the override responsibility for the specified queue, if an application triggers an override edit.

    Priority

    Specify the priority number.

    The system sorts applications by the higher number. For example, an application with a priority # 5 is considered to have a higher priority than the one with a priority # 3.
    Company Select the company from the drop-down list.
    Branch Select the branch drop-down list.
    Enabled Check this box to enable the queue.
  3. Perform any of the Basic Actions mentioned in Navigation chapter.

This section consists of the following topics:

Parent topic: Queues