Configuring the Documents

This processor enables FintechOS users to create intelligent document automation to reduce errors, boost productivity by automatically generating dynamic, personalized business documents – including customized contracts and agreements, by merging real-time data. For this solution, there is one contract generated based on a template.

  1. Open FintechOS Studio in developer mode.
  2. Click the Main Menu icon at the top left corner.
  3. Click Fintech Automation > Digital Documents. The Digital Documents List page appears. Select from the list the entry LoanAgreement. The Edit document page is displayed.
    FieldExample
    NameLoanAgreement
    Data Source TypeSQL Stored Procedure
    Stored procedure[ebs].[FTOS_LoanAgreement] @Id
    Date and Numeric FormattingN/A
    TemplatePersonal-Loan-Agreement.docx

Attach a Report to the Entity pointing to the document:

  1. Navigate to Reporting & Analytics.
  2. Select Reports. The Reports List page appears. Select from the list the entry LoanAgreement.
    FieldExample
    NameLoanAgreement
    DisplayNameLoanAgreement
    ScopeEntity
    TypeDocument
    EntityFTOS_BNKAP_ApplicationDocument
    Output MethodAttach to entity
    Destination FielddocumentFile
    Destination File NameLoanAgreement
    Report Document TypePDF

For details on how to configure documents, see Digital Documents Processor.