Configuring the Documents
The Mobile Retail Loan Origination solution used in the flow five documents which are signed by the customer at the end of the journey. The templates are imported with the package and they have the extension .docx. 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 actions of generating digital documents and added to the UI, where they become accessible to the customer.
The following list contains the documents generated for the solution:
|
Name |
Data Source Type |
Stored Procedure |
|---|---|---|
| CreditCardContract | SQL Stored Procedure | [ebs].[FTOS_CreditCardContract] @Id |
| CurrentAccountContract | SQL Stored Procedure | [ebs].[FTOS_CurrentAccountContract] @Id |
| FEIS | SQL Stored Procedure | [ebs].[FTOS_FEIS] @Id |
| InsuranceAgreement | SQL Stored Procedure | [ebs].[FTOS_LoanInsuranceAgreement]@Id |
| PersonalLoanAgreement | SQL Stored Procedure | [ebs].[FTOS_PersonalLoanAgreement] @Id |
The reports are:
| Name | Output Method | Scope | Entity | Report Item | Destination Attribute |
|---|---|---|---|---|---|
| CreditCardContract | Attach to entity | Entity | FTOS_BNKAP_ApplicationDocument | CreditCardContract | documentFile |
| CurrentAccountContract | Attach to entity | Entity | FTOS_BNKAP_ApplicationDocument | CurrentAccountContract | documentFile |
| FEIS | Attach to entity | Entity | FTOS_BNKAP_ApplicationDocument | FEIS | documentFile |
| InsuranceAgreement | Attach to entity | Entity | FTOS_BNKAP_ApplicationDocument | InsuranceAgreement | documentFile |
| PersonalLoanAgreement | Attach to entity | Entity | FTOS_BNKAP_ApplicationDocument | PersonalLoanAgreement | documentFile |
For more details, see Digital Documents Processor.