[Validation item] case element (BPMonline lending)
The [Validation item] case element is used in cases that facilitate processing of applications. This element is available only in BPMonline lending. Use the [Validation item] element to create a validation checklist that an underwriter must complete to approve or deny a loan application. The general purpose of the [Validation item] element is to automate the credit loan review.
Note
For more details on the application review automation, please see a separate article.
Specify the validation parameters in the element setup area (Fig. 1).
Use the parameter value window and parameter value menu to fill out the element parameters.
Specify the case element purpose by typing in a header at the top right-part of the element setup area. This will make the element more recognizable on the case diagram. Set up the element parameters.
[When is the step performed?] [When is the step performed?] – indicates whether the validation is activated at the start of the stage or upon completion of a specified case step.
[Which validation item to execute?] – select an item from the [Validation items] lookup. The lookup contains the list of actions that consist of validation questions and additional information that the employee may need during the validation process. This is a required field.
[Application] – specify the application to validate. This is a required field which is populated automatically.
[Execute on page] – specify the page where the validation item must be performed. By default, a pre-set BPMonline validation item page is used. This is a required field.
[How to perform validation?] – preconfigured list of verification methods that correspond to the verification action. This is a required field.
If the [Single participant validation] is selected, populate the following fields:
[Participant role] – role of the application participant. This is a required field.
[Participant application form] – application form of the participant (optional).
If the [Multiple participant validation] is selected, populate the [Participant role] field.
[Who performs the task?] – select an employee or a group of employees who perform the validation. For example, the loan manager or the verification group.
If the validation action is performed by a [Group of employees], populate the following field:
[Role of employees] – user group responsible for the validation. The validation item will be available only for the employees who are members of the specified user group. This is a required field.
If the [Responsible employee] is selected, populate the following field:
[Owner] – the user who will be performing validation. This is a required field.
[How to display on Validation detail?] – select a method for displaying the validation result on the [Validation] detail of the application page.
If you select [Add new record], bpm’online will add a new record on the [Validation] detail.
If you select [Edit existing record], bpm’online will update a specific record on the [Validation] detail. In this case you will need to specify the record to update in the additional field:
[Record identifier] – unique identifier of a record on the [Validation] detail.
See also
•Getting started with dynamic cases