Account Workflow Models

Workflow Models allow system administrators to customize the application experience by assigning Screens and Workflows to the application process. Once created, a workflow model is assigned at the sub-product level within System Management > Origination > Account > Account Application Types.

A single workflow model is able to be used by multiple sub-products; however, an account sub-product may only have one workflow model assigned.

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

The Account 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 Account Workflow Models topic includes the following attributes and instructions to assist administrators with creating, copying, and editing workflow models:

Workflow Model Attributes
Creating Workflow Models
- Add Screens
- Remove Screens
Copying Workflow Models
Editing Workflow Models

Workflow Model Attributes

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

General

General attributes include basic information pertaining to the workflow model.

The following General attributes are defined on the General tab:

Field

Description

Name

Enter a unique name for the Account Workflow Model.

Description

Enter a description that identifies the purpose of the Account Workflow Model.

Active

Select the Active check box to make the Account Workflow Model available to be assigned.

When assigned to an active Account Product, a workflow model must remain active; therefore, the Active check box for the workflow model is disabled as shown in the above example.

Screens

Screen attributes enable administrators to select the screens that populate for the Workflow Model's Overview and Applicant screens as well as assign additional screens to be available within the Application Navigator for processing applications.

For more information on the Application Navigator, please see the Application Workspace Overview topic within this guide.

The following Screen attributes are assigned within the Screens tab:

Edit Screens
Available/Assigned Screens

Edit Screens

Edit Screen attributes allow the administrator to assign screens to be used by the workflow model’s Overview and Applicants sections in the Application Navigator. If any user-defined screens have been created in System Management > Origination > Screens, they populate within the drop-down lists. If no user-defined screens have been created, only System and Custom screens are displayed.

Each drop-down contains the screens that match the screen type.

Use the drop-downs to assign the following screens:

Screen	Description
Overview	Select the screen used for the application Overview. This is the first screen that appears when opening an application that is in process. It is recommended to configure this screen to include fields and panels that provide a general summary of the application.
Primary Applicant	Select the screen used to capture the Primary Applicant's information.
Other Applicant	Select the screen used to capture the Other Applicant's information.

If screens are not mapped to the Applicants section, it does not appear in the Application Navigator.

Back to Screen Attributes ^

Available/Assigned Screens

Available/Assigned Screen attributes allow the administrator to assign screens to appear within the Screens List in the Application Navigator.

The following attributes are assigned within this section:

Attribute

Description

Available Screens

Displays a list of all Application screens configured in System Management > Origination > Screens. Assign screens to the workflow model by selecting a screen from the list and moving it to the Assigned Screens box using the arrows that display.

Assign the Account Products screen to the Screens List to provide users with the ability to easily navigate to the Account Products Card View.

For more information on the Account Products Card View, please see the Account Products topic in the End-User guide.

Assigned Screens

Displays a list of the screens assigned to the workflow model. Once the workflow model is saved and assigned to a sub-product, the screens within this box appear within the Screens List in the Application Navigator.

Screens in the Assigned Screens box are independent of the Workflow. It is possible to have screens assigned to the Application Navigator that are not used in the defined Workflow.

Back to Screen Attributes ^

Workflow

The Workflow is a suggested order in which the application is to be completed and is built according to the various stages of the application lifecycle.

For more information on the life cycle of an account application, please see the Application Processing Overview topic within the End User Guide.

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 populate within each stage of the workflow.

Creating Workflow Models

The Create function enables administrators to define the logic and structure of an Account 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 > Account > Account Workflow Models, and click .

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

Once all General attributes are defined, select the Screens tab to assign Screen attributes.

After assigning screen attributes, navigate to the Workflow tab to configure Workflow attributes and perform one of the following actions:

Add Screens
Remove Screens

1. If screens are added or removed from a workflow model that is already assigned to a sub-product, the changes are not reflected within “In Progress” applications unless a Change Product action is performed.

Add Screens

To begin configuring the application’s Workflow, click .
The Select Screens window appears:

The Select Screens window lists all Application screens configured in System Management > Origination > 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.

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.

Click Add to assign the screen(s) to the selected Workflow category.

Assign the Account Products system screen to the Application Workflow to display a list of the account products associated with an application under the desired category. When the Account Products screen is assigned to the Workflow, the associated account products are listed individually under the defined workflow category. Selecting a product opens the associated Account Product type screen to capture and display account information.

For more information, please see the Account Products topic in the End-User guide.

If desired, once all screens have been added to the first category, repeat this process any remaining categories.

Assigning screens to each stage of the workflow is not mandatory. If no screens are mapped to a workflow category, that stage does not appear in the Application Navigator, nor is it presented during the application process. For example, when an existing account holder applies for a new account, account holder decisioning is not required; therefore, the Origination and Underwriting stages are not applicable. In this example, only assigning screens to the Approval category ensures the application proceeds directly to the Approval flow during the application process and the Origination and Underwriting categories do not appear in the Application Navigator.

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. This typically is the first screen assigned to the Origination stage of the Workflow; however, if there are no screens assigned to Origination, the first screen in the next assigned stage displays as the default screen. Screens only display for a user if they have permissions to view or edit these screens.

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

Back to Workflow Actions ^

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.

Back to Workflow Actions ^

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

The newly created workflow model now appears within the grid on the Account Workflow Models page and is available to be assigned to screens and account sub-products.

Copying Workflow Models

The Copy function enables users to duplicate the logic and structure of an existing 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 and workflow logic. Users are then able to save it with a different name in order to create a new workflow model.

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

Editing Workflow Models

The Edit function enables users to revisit an existing workflow model and modify the existing logic to enhance usability.

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