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Creating a path for approved loan requests

You will create a path in the process for approved loan requests to follow, after confirming that the loan applicant has a good credit rating. You will then continue the path with another division in the process, this time creating one path for automatic approval of a loan and another for manual approval.


Automatic approval
To create a path in the process for approved loan requests and checking for automatic approval, follow the tasks below:

Invoking the service to check automatic approval

Invoke the LoanLimits component to evaluate if the loan request is eligible for automatic approval.

To add an activity to invoke the service, follow these steps:
  1. In the mainProcess editor, click Assign, which is the Assign icon and then click Invoke, which is the Invoke icon.
  2. Click below the AcknowledgeReceipt activity. The Invoke activity is added.
  3. Rename Invoke to CheckAutoApproval.
  4. In the Properties view, click Details.
  5. Click Browse. The Select a Partner window opens.
  6. From the list, select LoanLimitsRuleInterfacePartner and click OK.
  7. From the Operation list, select autoapproval.
  8. Check the Use Data Type Variables checkbox.
  9. Click the first Ellipsis button. The Select Variable for applicationInformation window opens.
  10. From the list, select AutoApprovalRequest and click OK.
  11. Click the second Ellipsis button. The Select Variable for response window opens.
  12. From the list, select AutoApprovalResponse and click OK.
  13. Click File > Save.

Creating the choice

You will add a choice to split the process into one path for approving the loan request automatically and another path for approving the loan request manually.

To add the choice, follow these steps:
  1. In the mainProcess editor, click Choice, which is the Choice icon.
  2. Click below CheckAutoApproval. The Choice activity is added.
  3. Rename Choice to AutoApprovalTest by typing over the highlighted text.
  4. Click File > Save.

Creating the condition snippet of a case

You need to create a condition statement that will examine the loan amount in the application and then choose which path in the process to follow. You can create the condition statement using visual snippets or using Java code.

To create the condition visual snippet, follow these steps:
  1. In the process editor, click the Case label.
  2. In the Properties view, click Description.
  3. In the Display Name field, type AutoApproved.
  4. In the Properties view, click Details.
  5. From the Expression language list, select Java.
  6. For the Expression Type, select Visual.
  7. In the canvas, click on true and replace it with AutoApprovalResponse. It should still be connected to return and look like the following image:
    AutoApprovalResponse visual snippet
  8. Click File > Save.
Now that you have completed the choice and invoke activities, you will create the next two paths needed for the loan approval.

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