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Creating a path for manually approved loan requests

You need to create a path to handle when the applicant's credit score is good but automatic loan approval is not possible.

To create the path for manually approved requests, follow the tasks below:

Creating the otherwise case

You need to start a new case for the manually approved requests.

To create the otherwise case, follow these steps:
  1. In the process editor, hover over the AutoApprovalTest activity.
  2. From the pop-up, click Add Otherwise button, which is the Add Otherwise button.
  3. Click File > Save.

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 needs to be manually 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 Otherwise label. The Assign activity is added.
  3. Rename Assign to ManualApproval.
  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 received and is under review..
  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 ManualApproval activity. The Assign activity is added.
  3. Rename Assign to HumanApproval.
  4. In the Properties view, click Details.
  5. In the From list, select Fixed Value.
  6. In the Description field, type This application requires manual approval..
  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 ProcessTheApplication human task component so that the bank employee can process 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 HumanApproval activity. The Invoke activity was added.
  3. Rename Invoke to ProcessApplication.
  4. In the Properties view, click Details.
  5. Click Browse. The Select a Partner window opens.
  6. In the list, select ProcessAppHTInterfacePartner and click OK. ProcessTheApplication is selected as the Operation.
  7. Check the Use Data Type Variables checkbox.
  8. Click the Ellipsis label. The Select Variable for TaskInformation window opens.
  9. Select HumanTaskData from the list and click OK.
  10. Click File > Save.
Now that you have a path to process approved loan requests, you will add an additional path for declined requests.

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