Temenos Lifecycle Management Suite - Origination Product Guide
Permission Based Loan Manual To-dos

To author To-do rules, navigate to Rules Management. Create a new rule using the Validation category.

Use the following vocabulary templates to assign manual to-dos to specific security groups:

The example rule found below provides a demonstration of a rule that generates manual to-dos that can only be cleared by a select few security groups.

After the rule is created, it can be assigned to the desired validation model.

After the rule is assigned to the desired validation model, it triggers once the application reaches the associated stage and the to-dos populate in the application. 

If the rule is not assigned, the desired validation does not occur.

 

 


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