Send Email to Notification Group

Within Rules Management, administrators have the ability to author business rules that send emails to members of a notification group when a new comment is added to an application. Using the Send Email to Notification Group action template, rule authors are able to identify the email templates which are transmitted when a comment is added, as well as the notification groups that receive the email.

The "From" email address is derived from the Lending Email Address configured within System Management > Administrative Settings.

To begin authoring this type of rule, navigate to System Management > Origination > Rules Management and click to open Rules Manager. Create a new rule using the EventProcessing category.

Within the If Statement, define the conditions which must be met in order for an email to be sent to a notification group. For example:

Application Status
Application Decision
Application Source
Application Channel
Queue
Requested Amount

When authoring the Then Statement, select the "send email to notification group" action template. Upon selecting this template, the following vocabulary populates: "send <select template> email to the <notification group>."

Within this template <select template> contains a list of all the email templates configured in System Management >Lending > Email Templates. Click <select template> and select the desired email template.

Within this template <notification group> contains a list of all the notification groups identified in System Management > Groups > Notification Groups. Click <notification group> and select the desired notification group.

Uses the email addresses configured within System Management > Users > Email for each member of the notification group.

The example below provides a demonstration of a rule that transmits emails to specific notification groups based on the application status and requested amount.