Email and SMS Generation
Five emails are sent in this flow:
- informing the customer that the loan has been approved
It is executed using FTOS_BARET_FinancialCalculations.
- informing the customer that the loan has been denied
It is executed using FTOS_BARET_FinancialCalculations.
- sending the documents for further reading
It is executed using FTOS_BARET_SendMailApplicationDocuments.
- sending the documents signed
It is executed using FTOS_BARET_SendMailApplicationDocumentsSigned.
- referring a friend.
It is executed using FTOS_BNKAP_SendReferralEmail.
The emails are configured by running the server scripts. For the script, open the FintechOS Studio, click Advanced -> Server Automation Scripts.
The content of the emails is created with email templates. Open the FintechOS Studio, click Admin -> Email templates. Edit as you need. To modify the look and feel of any of the emails, access its corresponding template. The email templates are:
| Template | Step |
|---|---|
| LoanApproved | Application Result |
| LoanDocuments | Signature of Documents |
| LoanRejected | Application Result |
| ResetPasswordEmail | Contact Info |
| FriendReferral | Congratulations & Feedback |
SMS
The SMSes are used in two steps of the flow: Contact Info and Signature of Documents.