Configuring the Digital Documents Processor

The DIP for Mortgage solution uses in the flow documents which are signed by the customer at the end of the journey and the schedule for the loan. The templates are imported with the package. Furthermore, these files are attached to the digital documents which use SQL procedures as source and finally, reports are attached to the entity pointing to the documents. They are used in the flow via Banking Product Factory and via actions of generating digital documents and added to the UI, where they become accessible to the customer.

To access the documents, follow these steps:

1. Access FintechOS Studio.
2. Click the main menu icon at the top left corner.
3. Click Automation Blocks > Digital Documents. The Digital Documents List page is displayed.

   Name	Data Source Type	Stored procedure	Digital Asset
   RetailMortgagePricingSchedule	SQL Stored Procedure	[ebs].[FTOS_BARET_RetailMortgagePricingSchedule] @Id	RWM-SDK
   RetailMortgageLoanAgreement	Entity	N/A	RWM-SDK

4. Attach a report to the entity pointing to the document by navigating to Analytics from the main menu.
5. Select Reports. The Reports List page appears.

   Name	Scope	Entity	Output Method	Destination Field	Destination File Name	Report Render Format	Digital Asset
   RetailMortgagePricingSchedule	Entity	FTOS_BNKAP_Pricing	Attach to entity	scheduleFile	schedule	PDF	RWM-SDK
   Retail Mortgage Loan Agreement	Entity	FTOS_BNKAP_ApplicationDocument	Attach to entity	documentFile	contract	PDF	RWM-SDK