Temenos Lifecycle Management Suite - Loan Origination Product Guide
Virtual Capture Workflow Models

Virtual Capture Workflow Models allows the administrator to configure the order in which screens appear in Virtual Capture applications. A Virtual Capture Workflow Models serves as the basis for the information displayed in a Virtual Capture application.

A single workflow model can be used by multiple application types; however, each application type may only have one workflow model assigned.

The Virtual Capture Workflow Models page can be accessed from System Management > Origination > Virtual Capture > Virtual Capture Workflow Models and provides a complete list of all workflow models used within Virtual Capture. From this page, administrators are provided with the functionality to configure workflow models that efficiently organize and customize an institution's application process.

The Virtual Capture Workflow Models page displays information about each workflow model within the following columns:

Column Name Description
Name Displays the name of the workflow model.
Description If provided, displays a description of the workflow model.
Active Displays a  if the workflow model is active.
Last Modified Denotes when the last modification was made.
Modified By Denotes who made the last modification.
Date Created Denotes when the workflow model was created.
Created By Denotes who created the workflow model.

The Virtual Capture Workflow Models topic includes the following attributes and instructions to assist administrators with creating, copying, and editing Virtual Capture Workflow Models:

Virtual Capture Workflow Model Attributes

All Virtual Capture Workflow Models share common attributes that are defined when creating, copying, or editing a model.

General

General attributes include basic information pertaining to the Virtual Capture Workflow Model.

The following General attributes are defined on the General tab:

Field Description
Name

Enter a unique name for the Virtual Capture Workflow Model.

This is a required field.
Description Enter a description that identifies the purpose of the Virtual Capture Workflow Model.
Active

Select the Active check box to make the Virtual Capture Workflow Model available to be assigned to application types available in Virtual Capture.

The Lifecycle Management Suite does not prevent users from deactivating an assigned Virtual Capture Workflow Model. Prior to deactivating a Virtual Capture Workflow Model, verify that it is not assigned to an Application Type within the Product Selection tab on the Virtual Capture Settings page.

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Workflow

Workflow attributes include the order in which the application is to be completed and is built according to the various stages of the application life cycle.

Workflow attributes are assigned within the Workflow tab. This tab displays a list of the screens assigned to the Origination, Underwriting, Approval, and/or Decline categories of an application and provides administrators with the ability to add and remove the screens that are presented within each stage of the workflow.

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Virtual Capture Workflow Actions

Virtual Capture Workflow Model actions includes the following topics:

Creating Virtual Capture Workflow Models

The Create function enables administrators to define the logic and structure of a Virtual Capture Workflow Model. This function provides the ability to configure and customize the application process to meet an institution’s business needs.

To create a workflow model, navigate to System Management > Origination > Virtual Capture > Virtual Capture Workflow Model and click .

Within the Virtual Capture Workflow Model configuration window:

Add Screens

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Remove Screens

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Once all tabs are complete, review each tab for accuracy. After all updates have been made to the workflow model, click .

The newly created Virtual Capture Workflow Model may be assigned to an Application Type within the Product Selection tab of the Virtual Capture Settings page.

After any changes are made within Virtual Capture Workflow Models, an IIS reset must be performed in order for the changes to appear within the Virtual Capture web application. Please contact the financial institution's IT resource to perform an IIS reset on the DMZ server where Virtual Capture is installed. The IIS reset should be performed off hours, as this impacts any users logged in to the Lifecycle Management Suite and may cause temporary slowness for any applicants logged in to the Virtual Capture web application.

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Copying Workflow Models

The Copy function enables administrators to duplicate the logic and structure of an existing Virtual Capture Workflow Model. The existing workflow model can be used as the base for creating a new workflow model. Copying a workflow model provides administrators with the ability to add, modify, or delete screens, as well as workflow and validation logic. Administrators are then able to save it with a different name in order to create a new workflow model.

After any changes are made within Virtual Capture Workflow Models, an IIS reset must be performed in order for the changes to appear within the Virtual Capture web application. Please contact the financial institution's IT resource to perform an IIS reset on the DMZ server where Virtual Capture is installed. The IIS reset should be performed off hours, as this impacts any users logged in to the Lifecycle Management Suite and may cause temporary slowness for any applicants logged in to the Virtual Capture web application.

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Editing Workflow Models

The Edit function enables administrators to revisit an existing Virtual Capture Workflow Model and modify the existing logic to enhance usability.

After any changes are made within Virtual Capture Workflow Models, an IIS reset must be performed in order for the changes to appear within the Virtual Capture web application. Please contact the financial institution's IT resource to perform an IIS reset on the DMZ server where Virtual Capture is installed. The IIS reset should be performed off hours, as this impacts any users logged in to the Lifecycle Management Suite and may cause temporary slowness for any applicants logged in to the Virtual Capture web application.

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