Virtual Capture Workflow Models

Virtual Capture Workflow Models allows the administrator to configure the order in which screens appear in Virtual Capture applications. Virtual Capture Workflow Models serve 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:

Workflow Model Attributes
- General
- Workflow
Creating Workflow Models
Copying Workflow Models
Editing 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.

If the workflow model is assigned to a loan product within the Product Selection tab in Virtual Capture Settings, or is selected as the default workflow model within the Account Application Types tab, the workflow model cannot be deactivated; therefore, the Active check box is disabled within the Workflow Model Configuration window, and a message is displayed to inform that the workflow model cannot be deactivated since it is currently assigned to an active Virtual Capture product.

While the default workflow model for account application types cannot be disabled, the system does allow a workflow model to be disabled when it is individually assigned to one or account application types within the grid that appears in the Account Application Types tab in Virtual Capture Settings. For more information, please see the Account Application Types section of the Virtual Capture Settings topic in this guide.

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.

Virtual Capture Workflow Actions

Virtual Capture Workflow Model actions includes the following topics:

Creating Workflow Models
Copying Workflow Models
Editing Workflow Models

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 Models, and click .

Within the Virtual Capture Workflow Model configuration window, define the General workflow model attributes.

Once all General attributes are defined, navigate to the Workflow tab to configure Workflow attributes and perform one of the following actions:

Show Add Screens

To begin configuring the application’s Workflow:

Click .

The Select Screens window appears.

The Select Screens window lists all Application and Account Product screens configured in System Management >Origination > Virtual Capture > Screens.

Select the desired Category from the Category drop-down list. This drop-down defaults to Origination, but provides the option to select the Approval, Decline, or Underwriting stages.

After a category has been defined, select the check box next to a screen to assign it to that stage of the workflow. Click Add to assign the screen(s) to the selected Workflow category.

For user convenience, a Filter appears in the top-right corner of the Select Screens window. Enter keywords to narrow down the available choices within the Screen list. Additionally, users are able to sort the list alphabetically by clicking the column header.

If desired, once all screens have been added to the first category, repeat this process for any remaining categories.
Once all screens have been added to the appropriate Workflow categories, click Close to exit the Select Screen window and return to the Workflow tab.

The order in which the screens appear under each category in the Workflow tab determines their order of appearance in the application workflow. To change the order in which the screens appear, drag and drop the screens into the proper sequence.

When a new application is created, the first screen of the Workflow displays as the default screen.

Verify that all desired screens have been added to the appropriate Workflow category. If additional screens are required, reselect and repeat the addition process.

Show Remove Screens

To remove a screen from a Workflow category:

Select the check box that corresponds with the screen to be removed and click .

To clear an entire Category, select the check box that corresponds with the category to be cleared and click

Selecting the check box within a category heading automatically selects all screens under the category as shown in the above example.

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

In order for the Account Product screen to display in Virtual Capture, the screen must be assigned to a Virtual Capture Workflow Model. If the Account Product screen is not assigned to a workflow model, and account products have been configured within the Product Selection tab in Virtual Capture Settings, a warning message is received upon clicking in the configuration window to alert that the Account Product screen has not been added, and confirm that the workflow model should be saved without the screen.

If the Account Product screen is not assigned to a workflow model, account products can still be added to a virtual application using the cross-sell functionality; however, applicants are unable to independently add, delete, or enter information for an account product in Virtual Capture.

The newly created Virtual Capture Workflow Model is available to be assigned to a loan application type within the Product Selection tab of the Virtual Capture Settings page, and an account application type within the Account Application Types tab in Virtual Capture Settings.

For more information on assigning a Virtual Capture Workflow Model to an Application Type, please see the following sections of the Virtual Capture Settings topic in this guide:

General Product Attributes (assigning a workflow model to a loan application type)
Account Application Types Tab (assigning a workflow model to an account application type)

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.

To copy an existing Virtual Capture Workflow Model, select the desired workflow model within the grid on the Virtual Capture Workflow Models page and click .
Once the name of the Virtual Capture Workflow Model has been changed and logic updated, click to retain all changes and finalize the creation of a new Virtual Capture Workflow Model.

Editing Workflow Models

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

To edit an existing Virtual Capture Workflow Model, double-click on the desired workflow model within the grid on the Virtual Capture Workflow Models page or select the desired model and click .
Once the logic has been updated, click to finalize the modifications to the Virtual Capture Workflow Model.

Any changes made within the Virtual Capture Workflow Models page are not applied in Virtual Capture until the web application is refreshed. By default, Virtual Capture is automatically refreshed every 30 minutes to apply the updated configurations from the Lifecycle Management Suite to the Virtual Capture application.

Institutions can customize the number of minutes that pass before an automatic refresh of the virtual application occurs. For more information, please see the Customizing Global Product Selection Settings for Virtual Capture topic in this guide.

If desired, an IT resource for the financial institution can perform an IIS reset on the DMZ server where Virtual Capture is installed to immediately apply the changes from Virtual Capture Settings; however, it is recommended that the IIS reset is 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.