Configurations
The following chapter of this guide is meant to explain the automation processors used to build the products, as well as technical details of how automation scripts aid the validation process or the process of comparing, returning and storing data. Automation is a powerful way to make business processes more time-efficient. Automation processors can help achieve exactly that. They can be configured to be consumed by any digital journey using the Studio.
The Digital Mortgages Self-Service Application digital journey is comprised of several automation processors that ensure a smooth process of applying for a mortgage. Several banking products were configured to offer the customer an actual product. This section of the user guide unveils information about which code snippet was used where, and what it enables in the journey. To create a personalized Digital Mortgages Self-Service Application digital journey to fit your banking requirements and offerings, more automation processors and other features are available in the Studio to build a customer-centric digital flow.
These are the form driven flows used within this journey RetailMortgage:
| Flow | Step |
|---|---|
| FTOS_BARET_ApplicantsDetails | Address Details |
| FTOS_BARET_BuyingStatus | Buying Status |
| FTOS_BARET_ConfigureDIP | Agreement In Principle |
| FTOS_BARET_EligibilityQuestions | Let's Get Started with a Decision In Principle |
| FTOS_BARET_FindDreamhouse | Let's find that dream house! |
| FTOS_BARET_Loan_DIP_Hard_Reject | Rejection Screens |
| FTOS_BARET_Loan_DIP_Soft_Reject | Rejection Screens |
| FTOS_BARET_MortgageDIPAnalysis | Submitting Your Request |
| FTOS_BARET_MortgageDIPApprovedOffer | Congratulations! |
| FTOS_BARET_MortgageDIPSummary | You’re almost finished - just check your details |
| FTOS_BARET_ProductSelection | First Time Buyer |
| FTOS_BARET_SelectMortgageCategory | Let’s Choose the Right Mortgage for You |
| FTOS_BARET_WelcomeScreen | Welcome |
| FTOS_BARET_ZooplaFinding | Time to Shop Around |
| FTOS_BNKAP_MortgageAddressDetails | Address Details |
| FTOS_BNKAP_MortgageContactInfo | Contact Details |
| FTOS_BNKAP_MortgagePersonalDetails | Applicants' Details |
| FTOS_BNKAP_MortgageRetailIncomeDetails | Income Details |
| FTOS_BNKAP_MortgageSpendingDetails | Your Spendings |
| FTOS_BNKAP_Mortgage_CoApplicantStatus | Full Approval Co-Applicant Status |
| FTOS_BNKAP_Mortgage_FullApproval | Formal Approval |
| FTOS_BNKAP_MortgageScanOCR | Scanning an Identity Document |
| FTOS_BNKAP_MortgageSelfie | Take a Selfie |
| FTOS_BNKAP_ProofOfAddress | Proof of Address |
| FTOS_BNKAP_ProofOfExpenditures | Proof of Expenditures |
| FTOS_BNKAP_ProofOfIncome | Proof of Income |
| FTOS_BARET_MortgageHub | My Mortgage Hub |
| FTOS_BNKAP_ApplicantContactDetails | Contact Details |
| FTOS_BNKAP_Mortgage_ProofOfExpenditures | Proof of Expenditures |
| FTOS_BARET_MortgageFullAnalysis | Submitting Your Request |
| FTOS_BARET_MortgageFullSoftReject | Rejection Screens |
| FTOS_BARET_Loan_Mortgage_Hard_Reject | Rejection Screens |
| FTOS_BARET_Loan_Mortgage_Approval | Congratulations! |
| FTOS_BARET_MortgageFullApprovalWaiting | Pending Approval |
| FTOS_BNKAP_UploadMortgageDocs | More Documents Needed |
| FTOS_BNKAP_Mortgage_PropertyDetails | Property Details |
| FTOS_BARET_AssessorAllocation | Property Valuation |
| FTOS_BARET_CompleteMortgageEvaluation | Valuation Passed |
| FTOS_BARET_ConveyancingCongrats | Conveyancing Passed |
| FTOS_BARET_ManualUploadInsurance | Insurance |
| FTOS_BARET_MortgageLogIn | Resume Application and Log In |
| FTOS_BARET_MortgageSolicitorDetails | Conveyancing |
| FTOS_BARET_MortgageSolicitorUploadDocuments | Solicitor's Flow |
| FTOS_BARET_MortgageValuationPassed | Valuation Passed |
| FTOS_BNKAP_MortgageSign | Signing The Contract |
Consult the following pages to read more on the internal set-up of the solution: