Administrator Guide > Rules Management > Rules Management - Available Templates > Vocabulary Template Examples > Send Email to Vendor Representative |
Within Rules Management, administrators have the ability to author business rules that send emails to the Temenos user designated as the representative of the vendor that submitted the application, when a new comment is added to an application. Using the Send Email to Vendor Representative action template, rule authors are able to identify the email templates which are transmitted when a comment is added.
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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 vendor representative. For example:
When authoring the Then Statement, select the "send email to vendor representative" action template. Upon selecting this template, the following vocabulary populates: "send <select template> email to the vendor representative of the application."
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No configuration is required to identify the vendor representative. The vendor representative who the email is transmitted to is derived from the application's Vendor Representative field. This field automatically populates based on the configurations made within System Management > Lending > Vendor Management, when an application is received. |
The example below provides a demonstration of a rule that transmits emails to vendor representatives based on the application status and channel.