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Creating a path for rejected loan requests

Some loan applicants will have a bad credit score and their applications will need to follow a separate path in the business process. You will now create the path in the process to decline the application.

To complete the path in the process that handles declined applications, 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 declined.

To assign the response, follow these steps:
  1. In the process editor, hover over the ScoreEvaluation activity.
  2. From the pop-up, click Add Otherwise button, which is the Add Otherwise button.
  3. Click Invoke, which is the Invoke icon, and then click Assign, which is the Assign icon.
  4. Click the Otherwise label. The Assign activity is added.
  5. Rename Assign to Declined.
  6. In the Properties view, click Details.
  7. In the From list, select Fixed Value.
  8. In the text box below the list, type Thank you for your application. You will be contacted shortly to verify your information..
  9. In the To list, select Variable.
  10. In the navigation tree, select Response : string. The Query field is empty.
  11. 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 Declined activity. The Assign activity is added.
  3. Rename Assign to HumanFollowUp.
  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 declined application requires follow up..
  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 FollowUpDeclinedApp human task component so that the bank employee can review the declined request.

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 Invoke, which is the Invoke icon .
  2. Click below the HumanFollowUp activity. The Invoke activity is added.
  3. Rename Invoke to FollowUp.
  4. In the Properties view, click Details.
  5. Click Browse. The Select a Partner window opens.
  6. From the list, select FollowUpHTInterfacePartner and click OK. FollowUpDeclinedApp is selected as the Operation
  7. Check the Use Data Type Variables checkbox.
  8. Click the Ellipsis label. The Select Variable for Task Information window opens.
  9. Click HumanTaskData and click OK.
  10. The process should now look like this:
    mainProcess
  11. Click File > Save and then close the process editor.
Now that you have completed the process implementation, you will need to fully implement the bank rules, credit checking, and the human tasks.

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