Collecting Documentation and Collateral for a Loan Application

Use the My Tasks page to view all loan applications on which you have to act.

The My Tasks page automatically opens after you log into Oracle Business Process Management Workspace.

Select the loan application task you want to attach documentation to.

Click the task to open it in the Task Details section. Double-click the task to open in a new window. In this example, you will double-click the task.

First, determine the documentation to collect.

Next, upload copies of the documents.

Next, obtain information about applicant collateral if the loan product is Secured Personal Loan.

Note: All fields with an Asterisk (*) are required.

Use the Submit button to submit the loan application for further processing.

Use the Collect Documentation page to collect documentation and collateral information for a loan application.

This is an example of a documentation checklist.

After reviewing the list of needed documents, return to the Collect Documentation page.

Use the Documents tab to view and upload applicant documents.

Use the Add Attachment dialog box to specify the file to upload.

The license copy is uploaded. To view it again, click the link.

Use the same steps to upload all the required documents.

Use the Collateral tab to enter applicant collateral information.

Use the Browse button to access and upload a file from your computer. In this example, a file has already been uploaded for you.

Collecting Documentation and Collateral for a Loan Application

You have completed the Collecting Documentation and Collateral for a Loan Application topic.

Double-click the Task object.
Click the View Checklist link.
Click the Documents tab.
Click the Add button.
Click in the Title field.
Enter the desired information into the Title field. Enter
a valid value
e.g.
"License"
.
Click the Type list.
Click the Driving License list item.
Click the Status list.
Click the Received list item.
Click in the Requested Date field.
Enter the desired information into the Requested Date field. Enter
a valid value
e.g.
"2/15/2013"
.
Click in the Received Date field.
Enter the desired information into the Received Date field. Enter
a valid value
e.g.
"2/15/2013"
.
Click the Upload File button.
Click the OK button.
Click the Collateral tab.
Click the Add button.
Click the Type list.
Click the Automobile list item.
Click the Sub Type list.
Click the Car list item.
Click in the Description field.
Enter the desired information into the Description field. Enter
a valid value
e.g.
"Mercedes Convertible"
.
Click in the Value field.
Enter the desired information into the Value field. Enter
a valid value
e.g.
"22000"
.
Click the Ownership Type list.
Click the Individual list item.
Click the Submit button.
Click the Add menu.
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