Digital Documents Processor

The SME Mobile Lending solution uses in the flow documents which are signed by the customer and business partners at the end of the journey. 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 Product Factory and via actions of generating digital documents and added to the UI, where they become accessible to the customer.

1. Open Fintech OS Studio.
2. Click the main menu icon at the top left corner.
3. Click Automation Blocks > Digital Documents. The Digital Documents List page appears.

   Name	Data Source Type	Stored Procedure	Template
   SMELoan Agreement	Entity	N/A	Unsecured SME Loan Agreement
   CorporateLoanScheduleDoc	SQL Stored Procedure	[ebs].[FTOS_BASME_LoanScheduleDoc] @Id	schedule-template

4. Attach a report to the entity pointing to the document by navigating to Analytics.

5. Select Reports. The Reports List page appears.

   Name	Scope	Type	Entity	Output Method	Destination Field	Destination File Name	Report Render Format	Report Item
   SME Loan Agreement	Entity	Document	FTOS_BNKAP_ApplicationDocument	Attach to entity	documentFile	contract	PDF	SMELoan Agreement
   CorporateLoanScheduleDoc	Entity	Document	FTOS_BNKAP_ApplicationDocument	Attach to entity	documentFile	schedule	PDF	CorporateLoanScheduleDoc