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Creating a path for automatically approved loan requests

You will create a path that handles the automatic approval of an applicant's loan if they have a good credit rating.

To create a path for the automatically approved loan requests, follow the tasks below.

Assigning an automatic response to the applicant

Assign a message to the Response variable that is sent automatically back to the applicant, indicating that their application was automatically approved.

To assign the response, follow these steps:
  1. In the process editor, click Invoke, which is the Invoke icon and then click Assign which is the Assign icon.
  2. Click the AutoApproved label. The Assign activity is added.
  3. Rename Assign to Approved.
  4. In the Properties view, click Details.
  5. In the From list, select Fixed Value.
  6. In the text box below the list, type Your application has been approved and is awaiting completion..
  7. In the To list, select Variable.
  8. In the navigation tree, select Response : string. The Query field is empty.
  9. Click File > Save.

Assigning a task to the bank employee

Assign an instruction to the HumanTaskData variable which is then sent to the bank employee.

To assign the instruction follow these steps:
  1. In the process editor, click Assign, which is the Assign icon.
  2. Click below the Approved figure . The Assign activity is added.
  3. Rename Assign to HumanCompletion.
  4. In the Properties view, click Details.
  5. In the From list, select Fixed Value.
  6. In the text box below the list, type This auto approved application needs to be completed..
  7. In the To list, select Variable.
  8. In the navigation tree, expand HumanTaskData : HumanTaskBO > instruction : string. The Query field is set to /instruction.
  9. Click File > Save.

Invoking the human task

You will invoke the CompleteTheLoan human task component from the process so that the bank employee can finish the loan.

To create the activity that will invoke the human task, follow these steps:
  1. In the process editor, click Assign, which is the Assign icon and then click Invoke, which is the Invoke icon.
  2. Click below the HumanCompletion activity. The Invoke activity is added.
  3. Rename Invoke to CompleteTheLoan.
  4. In the Properties view, click Details.
  5. Click Browse. The Select a Partner window opens.
  6. In the list, select CompleteLoanHTInterfacePartner and click OK. CompleteTheLoan will be selected as the Operation
  7. Check the Use Data Type Variables checkbox.
  8. Click the Ellipsis button. The Select Variable for Task Information window opens.
  9. Select HumanTaskData from the list and click OK.
  10. Click File > Save.
Now that you have implemented the automatic approval path, you will do the same for the manual approval path.

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