Define the Onboarding business scenario subcategoriesĨ. Enhance the data model to include all the required business dataģ. To embed the task component in the Onboarding application, you need to follow these steps:Ģ. The task definition form allows the administrator to specify whether the task is generated as part of a standard workflow or a complex workflow. In this situation, the administrator needs to write the complex workflow.

However, if necessary, the business admin can create a complex task workflow by using rules to accommodate conditional task lists based on additional application attributes. Additionally, the business admin can specify whether the task is relevant only for a certain party role or for some of the business scenario categories.īy default, the task workflow is triggered to create the tasks when a new applicant is created and meets all the standard conditions as stated in the task definition table. For example, in the case of account opening, the business admin can define the name of the task, its criteria, and specify whether the task should be generated for all the parties or only for the primary applicant.

The business admin can configure the tasks generated for each business scenario in the task definition form to meet specific business requirements. The Application task manager component allows agents to easily manage and complete the data verification stage of the Onboarding process.

Task management microsoft