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The Create Documents function enables users to create documents for the current application. Using the IMM connector, the Account Origination module generates account documents.

Documents may be generated using the following methods:

• Manual
  • Application Toolbar
  • Workflow Screen
• Automatic

Manual

Application Toolbar

Clicking  within the Application toolbar navigates users to the screen that corresponds with the documents connector implemented at the institution.

Workflow Screen

Within the application Navigator, users maybe able to generate documents from the IMM Documents screen.

Automatic

Application documents may be automatically generated by Event Processing. In order for the Generate Documents action to automatically create documents, the IsAccountReadyForDocs field must be set by the calculation process.

For an application to be flagged as IsAccountReadyForDocs the following items must be fulfilled:

• No remaining account stipulations/to-dos required for documents:
  • Stipulations met/waived
  • Manual To-dos completed
  • Automated To-dos completed

When the Generate Documents action executes, the following processes occur:

• Document Selection Rules execute to assign the document set to the application as well as any included account products.

  When a document set is generated for an account application, account product tags are added to the IMM XML for the application as well as each account product.

• Checks that the assigned Document Set was not already generated for the application.

  As part of this check, the document delivery method is also verified to allow the same version of a document set to be re-generated when the versions include different delivery methods.

• Sends appropriate flag to IMM based on Document Delivery Method.
• Executes queue routing rules if the application is not currently in process by a user.

 

 

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